CK Wealth Management

Finance · Canada · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1075 N Service Rd W Ste 202, Oakville, O...

Phone Number

(905) 858-0807

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About CK Wealth Management

CK Wealth Management offers full-service wealth management and investment services tailored for business owners and professionals. They provide a personalized approach to wealth planning, including investments, insurance, and retirement cash flow management. The firm acts as a trusted independent advisor, helping clients coordinate their financial strategies and achieve their specific goals. Their process emphasizes understanding clients' financial situations and creating comprehensive plans to ensure financial clarity and confidence.Explore more
CK Wealth Management's Social MediaPopular SearchesCK Wealth ManagementCK Wealth Management IncAligned Capital Partners IncCK Wealth Management isCK Wealth Management| IncSIC Code 62,628NAICS Code 52,523Show more

CK Wealth Management Org Chart

PhoneEmail
JL
Canada flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is CK Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to CK Wealth Management

Compare insights from companies similar to CK Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CK Wealth Management

<$5M
1-10
Private
-
2013
JL
Jeanette LindOffice Manager
$9.2M
11-50
Private
-
-
LJ
Liane JanesBranch Administrator
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1990
CC
Cindy ClearyAdministrator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CK Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CK Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CK Wealth Management.

CK Wealth Management Tech Stack

A closer look at the technologies used by CK Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding CK Wealth Management

What is CK Wealth Management's official website?
CK Wealth Management's official website is www.ckwealth.ca
What is CK Wealth Management's Revenue?
CK Wealth Management's revenue is <$5 Million
What is CK Wealth Management's SIC code?
CK Wealth Management's SIC: 62,628
What is CK Wealth Management's NAICS code?
CK Wealth Management's NAICS: 52,523
How many employees does CK Wealth Management have?
CK Wealth Management has 1-10 employees
What industry does CK Wealth Management belong to?
CK Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is CK Wealth Management competition?
CK Wealth Management top competitors include: Tetrault Wealth Advisory Group, Investment Planning Counsel, Cutrara Wealth, Lee Mosley & Associates
What technology does CK Wealth Management use?
Some of the popular technologies that CK Wealth Management uses are: Squarespace Online Stores, Microsoft Dynamics CRM, Microsoft 365, Squarespace
How do I contact CK Wealth Management?
CK Wealth Management contact info: Phone number: (905) 858-0807 Website: www.ckwealth.ca
What does CK Wealth Management do?

CK Wealth Management offers full-service wealth management and investment services tailored for business owners and professionals. They provide a personalized approach to wealth planning, including investments, insurance, and retirement cash flow management. The firm acts as a trusted independent advisor, helping clients coordinate their financial... strategies and achieve their specific goals. Their process emphasizes understanding clients' financial situations and creating comprehensive plans to ensure financial clarity and confidence.Read More

What are CK Wealth Management social media links?
CK Wealth Management Linkedin page
Is CK Wealth Management a public company?
CK Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about CK Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.