Compass Rose Wealth & Risk Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

65 Meet, Belleville, Ontario, K8N 2S6, C...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Compass Rose Wealth & Risk Management

Compass Rose Wealth & Risk Management is an investment and insurance firm based in the Quinte area, dedicated to helping everyday people achieve their wealth and risk management objectives. The firm operates as an independent organization, providing comprehensive information and strategies tailored to client needs. With nearly 30 years of experience, advisor Dave Lasher offers personalized financial strategies for retirement, contingency, and estate planning. Their approach emphasizes simplicity in navigating financial courses and managing investment risks.Explore more
Popular SearchesCompass Rose Wealth & Risk ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compass Rose Wealth & Ris...

<$5M
1-10
Private
-
-
N/A
$6.2M
1-10
Private
-
2015
RS
Rotana SongManager, Office & Client Experience
<$5M
11-50
Private
-
2003
JM
Jenifer MilliganHead of Human Resources
<$5M
1-10
Private
-
-
BG
Brian GiffordFinancial Security Advisor
<$5M
11-50
Private
-
2000
AC
Allen CookeFinancial Advisor
<$5M
1-10
Private
-
-
BG
Boris GuzmanCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Compass Rose Wealth & Risk Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Compass Rose Wealth & Risk Management Tech Stack

A closer look at the technologies used by Compass Rose Wealth & Risk Management

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Frequently Asked Questions Regarding Compass Rose Wealth & Risk Management

What is Compass Rose Wealth & Risk Management's official website?
Compass Rose Wealth & Risk Management's official website is www.crwr.ca
What is Compass Rose Wealth & Risk Management's Revenue?
Compass Rose Wealth & Risk Management's revenue is <$5 Million
What is Compass Rose Wealth & Risk Management's SIC code?
Compass Rose Wealth & Risk Management's SIC: 62,628
What is Compass Rose Wealth & Risk Management's NAICS code?
Compass Rose Wealth & Risk Management's NAICS: 52,523
How many employees does Compass Rose Wealth & Risk Management have?
Compass Rose Wealth & Risk Management has 1-10 employees
What industry does Compass Rose Wealth & Risk Management belong to?
Compass Rose Wealth & Risk Management is in the industry of: Finance, Insurance, Securities Trading
What is Compass Rose Wealth & Risk Management competition?
Compass Rose Wealth & Risk Management top competitors include: Alpine Wealth Management, Hunter-Gray Financial Services, Vitality Wealth Management, Glenbrook
What technology does Compass Rose Wealth & Risk Management use?
Some of the popular technologies that Compass Rose Wealth & Risk Management uses are: WordPress.org, PHP, Google Font API, Microsoft 365
What does Compass Rose Wealth & Risk Management do?

Compass Rose Wealth & Risk Management is an investment and insurance firm based in the Quinte area, dedicated to helping everyday people achieve their wealth and risk management objectives. The firm operates as an independent organization, providing comprehensive information and strategies tailored to client needs. With nearly 30 years of experienc... e, advisor Dave Lasher offers personalized financial strategies for retirement, contingency, and estate planning. Their approach emphasizes simplicity in navigating financial courses and managing investment risks.Read More

Is Compass Rose Wealth & Risk Management a public company?
Compass Rose Wealth & Risk Management is private company therefore does not currently have an official ticker symbol
See more information about Compass Rose Wealth & Risk Management

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