Cornerstone Financial Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

438 11th Ave SE Ste 601, Calgary, Albert...

Phone Number

(888) 260-5360

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cornerstone Financial Group

Cornerstone Fiduciary Wealth provides cost-effective investment strategies and comprehensive wealth management solutions for investors across Canada. As a fiduciary, the firm offers unbiased advice tailored to clients' best interests, focusing on managing risk and building diversified, goal-driven portfolios. Their disciplined, scientific approach to investing aims to minimize costs and enhance financial freedom for clients. The company operates independently, ensuring that their services are uniquely designed to meet the needs of their clients.Explore more
Cornerstone Financial Group's Social MediaPopular SearchesCornerstone Financial GroupCornerstone Investment Counsel LtdCornerstone Investment CounselAt Cornerstone Investment CounselCornerstone & Zielsdorf Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Financial Group Org Chart

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Chief Executive Officer

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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Financial Gro...

<$5M
1-10
Private
-
2003
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
SS
Sean StraughanCertified Financial Planner & Professional
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1996
AA
Adriana ArrillagaCEO & Portfolio Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cornerstone Financial Group Tech Stack

A closer look at the technologies used by Cornerstone Financial Group

Cornerstone Financial Group News & Media

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Frequently Asked Questions Regarding Cornerstone Financial Group

What is Cornerstone Financial Group's official website?
Cornerstone Financial Group's official website is www.myfiduciary.ca
What is Cornerstone Financial Group's Revenue?
Cornerstone Financial Group's revenue is <$5 Million
What is Cornerstone Financial Group's SIC code?
Cornerstone Financial Group's SIC: 62,628
What is Cornerstone Financial Group's NAICS code?
Cornerstone Financial Group's NAICS: 52,523
How many employees does Cornerstone Financial Group have?
Cornerstone Financial Group has 1-10 employees
What industry does Cornerstone Financial Group belong to?
Cornerstone Financial Group is in the industry of: Finance, Securities Trading
What is Cornerstone Financial Group competition?
Cornerstone Financial Group top competitors include: Physicians Wealth Advisory, Provisus Wealth Management, Investment Planning Counsel, Investment Planning Counsel
What companies has Cornerstone Financial Group acquired?
Cornerstone Financial Group has acquired the companies: Millar Private Wealth, Cornerstone Financial Group, KJ Harrison & Partners, Rothenberg Capital Management
What technology does Cornerstone Financial Group use?
Some of the popular technologies that Cornerstone Financial Group uses are: PHP, Microsoft 365, GoDaddy DNS, Linode
How do I contact Cornerstone Financial Group?
Cornerstone Financial Group contact info: Phone number: (888) 260-5360 Website: www.myfiduciary.ca
What does Cornerstone Financial Group do?

Cornerstone Fiduciary Wealth provides cost-effective investment strategies and comprehensive wealth management solutions for investors across Canada. As a fiduciary, the firm offers unbiased advice tailored to clients' best interests, focusing on managing risk and building diversified, goal-driven portfolios. Their disciplined, scientific approach... to investing aims to minimize costs and enhance financial freedom for clients. The company operates independently, ensuring that their services are uniquely designed to meet the needs of their clients.Read More

What are Cornerstone Financial Group social media links?
Cornerstone Financial Group Linkedin page Cornerstone Financial Group Facebook page
Is Cornerstone Financial Group a public company?
Cornerstone Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Cornerstone Financial Group

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