Claudio Lisi

Finance · Canada · 11-50 Employees

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Overview

Headquarters

5015 Spectrum Way Ste 200, Mississauga, ...

Phone Number

(519) 658-7752

Revenue

$5.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Claudio Lisi

IPC Kitchener offers personalized financial advice tailored to individual needs, focusing on human-centered interactions rather than solely relying on technology. They provide flexible service options, allowing clients to engage in one-on-one meetings, group video calls, or in-person consultations, regardless of location. With a commitment to building engaged relationships, IPC Kitchener adapts financial plans based on client preferences and communication styles. Their target clients include individuals seeking comprehensive wealth management and personalized financial planning to achieve their life goals.Explore more
Popular SearchesClaudio LisiInvestment Planning CounselInvestment Planning Counsel IncThe LisiSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Claudio Lisi

$5.9M
11-50
Private
-
-
N/A
$6.2M
11-50
Private
-
-
TP
Tammy PatrickAdministrative Assistant
$5.7M
11-50
Private
-
-
BB
Brendon BagnallFinancial Advisor
$5.5M
11-50
Private
-
-
KL
Kent LittletonFinancial Advisor
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
AP
Amarjit PandhaOffice Manager
<$5M
1-10
Private
-
-
RS
Rosa SerraoLicensed Assistant
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Claudio Lisi Tech Stack

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Frequently Asked Questions Regarding Claudio Lisi

What is Claudio Lisi's official website?
Claudio Lisi's official website is www.wisemoneywithclaudio.com
What is Claudio Lisi's Revenue?
Claudio Lisi's revenue is $5.9 Million
What is Claudio Lisi's SIC code?
Claudio Lisi's SIC: 62,628
What is Claudio Lisi's NAICS code?
Claudio Lisi's NAICS: 52,523
How many employees does Claudio Lisi have?
Claudio Lisi has 11-50 employees
What industry does Claudio Lisi belong to?
Claudio Lisi is in the industry of: Finance, Securities Trading
What is Claudio Lisi competition?
Claudio Lisi top competitors include: Veracity Financial Services, Sukhi Pandha, Frezell Team, Lakeside Wealth Management
What companies has Claudio Lisi acquired?
Claudio Lisi has acquired the companies: The Penney Team, Partners in Planning Financial Group, Investment Planning Counsel, Financial Fresh Start
What technology does Claudio Lisi use?
Some of the popular technologies that Claudio Lisi uses are: Cloudflare Website Optimization, Cloudflare CDN, Adobe Typekit, Microsoft 365
How do I contact Claudio Lisi?
Claudio Lisi contact info: Phone number: (519) 658-7752 Website: www.wisemoneywithclaudio.com
What does Claudio Lisi do?

IPC Kitchener offers personalized financial advice tailored to individual needs, focusing on human-centered interactions rather than solely relying on technology. They provide flexible service options, allowing clients to engage in one-on-one meetings, group video calls, or in-person consultations, regardless of location. With a commitment to build... ing engaged relationships, IPC Kitchener adapts financial plans based on client preferences and communication styles. Their target clients include individuals seeking comprehensive wealth management and personalized financial planning to achieve their life goals.Read More

Is Claudio Lisi a public company?
Claudio Lisi is private company therefore does not currently have an official ticker symbol
See more information about Claudio Lisi

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