Commerce Valley Financial Group

Finance · Canada · 11-50 Employees

View Company Info for Free

Overview

Headquarters

123 Commerce Valley Dr E Ste 100, Thornh...

Phone Number

(905) 762-2333

Revenue

<$5 Million

Industry

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

About Commerce Valley Financial Group

Commerce Valley Financial Group offers a comprehensive range of financial services, including investment portfolios, retirement planning, tax efficiency, and estate management. They cater to business owners, families, and individuals seeking to navigate the complexities of wealth accumulation and preservation. The team consists of specialists who collaborate to provide tailored solutions, ensuring clients achieve their financial goals with peace of mind. Their unique approach emphasizes personalized service and integration with clients' existing networks of advisors.Explore more
Popular SearchesCommerce Valley Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Commerce Valley Financial Group Org Chart

PhoneEmail
IP
Canada flag for contact location.

Portfolio Manager

PhoneEmail
LG
Canada flag for contact location.

Investment Associate & Advisor

PhoneEmail
DG
Canada flag for contact location.

Investment Associate & Advisor

PhoneEmail
RF
Canada flag for contact location.

Investment Advisor

PhoneEmail
GB
Canada flag for contact location.

Investment Associate & Advisor

PhoneEmail

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

Is Commerce Valley Financial Group 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 Commerce Valley Financial Group

Compare insights from companies similar to Commerce Valley Financial Group, 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

Commerce Valley Financial...

<$5M
11-50
Private
-
-
IP
Inez PhairPortfolio Manager
<$5M
11-50
Private
-
-
MS
Margaret SergiAdministrative Associate
<$5M
11-50
Private
-
-
PM
Peter MacPhieSenior Wealth Advisor & Portfolio Manager
<$5M
11-50
Private
-
1999
<$5M
11-50
Private
-
-
AS
Ashley St GeorgeAdministrative Associate
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Commerce Valley Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Commerce Valley Financial Group Tech Stack

A closer look at the technologies used by Commerce Valley Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Commerce Valley Financial Group

What is Commerce Valley Financial Group's official website?
Commerce Valley Financial Group's official website is www.commercevalleyfinancialgroup.com
What is Commerce Valley Financial Group's Revenue?
Commerce Valley Financial Group's revenue is <$5 Million
What is Commerce Valley Financial Group's SIC code?
Commerce Valley Financial Group's SIC: 62,628
What is Commerce Valley Financial Group's NAICS code?
Commerce Valley Financial Group's NAICS: 52,523
How many employees does Commerce Valley Financial Group have?
Commerce Valley Financial Group has 11-50 employees
What industry does Commerce Valley Financial Group belong to?
Commerce Valley Financial Group is in the industry of: Finance, Securities Trading
What is Commerce Valley Financial Group competition?
Commerce Valley Financial Group top competitors include: Truespect Wealth Management, The Enns Group, Monteith Oldfield, The Wooding Group
What technology does Commerce Valley Financial Group use?
Some of the popular technologies that Commerce Valley Financial Group uses are: CSC Corporate Domains, Cloudflare CDN, Adobe Activation, YouTube
How do I contact Commerce Valley Financial Group?
Commerce Valley Financial Group contact info: Phone number: (905) 762-2333 Website: www.commercevalleyfinancialgroup.com
What does Commerce Valley Financial Group do?

Commerce Valley Financial Group offers a comprehensive range of financial services, including investment portfolios, retirement planning, tax efficiency, and estate management. They cater to business owners, families, and individuals seeking to navigate the complexities of wealth accumulation and preservation. The team consists of specialists who c... ollaborate to provide tailored solutions, ensuring clients achieve their financial goals with peace of mind. Their unique approach emphasizes personalized service and integration with clients' existing networks of advisors.Read More

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

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.