Client First Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

35 Antares Dr, Ottawa, Ontario, K2E 8B1,...

Phone Number

(613) 738-3388

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Client First Group

Client First Group offers personalized financial advice tailored to individual needs, focusing on human-centered interactions. They provide flexible service options, allowing clients to engage through various channels, including online, in-person, or group video calls. Their team, with over 25 years of experience, emphasizes the importance of communication and adapting financial plans based on client preferences. The company aims to empower clients with confidence in their financial future through comprehensive wealth management strategies.Explore more
Popular SearchesClient First GroupInvestment Planning CounselClient First Group IPC Investment CorpSIC Code 62,628NAICS Code 52,523Show more

Client First Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Client First Group

<$5M
1-10
Private
-
2015
AP
Ana PerezOffice Manager
<$5M
1-10
Private
-
-
JG
Jim GovanisFinancial Advisor
<$5M
1-10
Private
-
-
CK
Corinne KaszowskiInvestment Planning Counsel
<$5M
1-10
Private
-
2010
Chad Moseley, President at CKM Financial Services
Chad MoseleyPresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
KE
Kelly EldridgeFinancial Planner
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Company Profile Activity

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Activity Insights

Client First Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Client First Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Client First Group.

Client First Group Tech Stack

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Frequently Asked Questions Regarding Client First Group

What is Client First Group's official website?
Client First Group's official website is www.clientfirstgroup.ca
What is Client First Group's Revenue?
Client First Group's revenue is <$5 Million
What is Client First Group's SIC code?
Client First Group's SIC: 62,628
What is Client First Group's NAICS code?
Client First Group's NAICS: 52,523
How many employees does Client First Group have?
Client First Group has 1-10 employees
What industry does Client First Group belong to?
Client First Group is in the industry of: Finance, Securities Trading
What is Client First Group competition?
Client First Group top competitors include: Investment Planning Counsel, Investment Planning Counsel, CKM Financial Services, Investment Planning Counsel
What technology does Client First Group use?
Some of the popular technologies that Client First Group uses are: Google Universal Analytics, Liferay, Barracuda Networks, New Relic Browser
How do I contact Client First Group?
Client First Group contact info: Phone number: (613) 738-3388 Website: www.clientfirstgroup.ca
What does Client First Group do?

Client First Group offers personalized financial advice tailored to individual needs, focusing on human-centered interactions. They provide flexible service options, allowing clients to engage through various channels, including online, in-person, or group video calls. Their team, with over 25 years of experience, emphasizes the importance of commu... nication and adapting financial plans based on client preferences. The company aims to empower clients with confidence in their financial future through comprehensive wealth management strategies.Read More

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

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