Crossroads Financial Solutions

Finance · Canada · 11-50 Employees

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Overview

Headquarters

4255 Sherwoodtowne Blvd Ste 102, Mississ...

Phone Number

(905) 361-6500

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1
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About Crossroads Financial Solutions

Crossroads Insurance & Investments offers a range of financial services including financial advice, retirement planning, estate planning, and insurance solutions tailored for individuals, families, business owners, and incorporated professionals. They focus on helping clients accumulate and protect their wealth while providing guidance for new immigrants navigating the Canadian financial landscape. Their unique Uncover program simplifies the process of identifying and achieving personal and business financial goals. The company is dedicated to ensuring peace of mind through customized insurance and investment strategies.Explore more
Popular SearchesCrossroads Financial Solutions IncCrossroads Advisory Services IncCrossroads Financial Insurance Services IncCrossroads Financial & Insurance Services IncCrossroads Financial IncSIC Code 62,628NAICS Code 52,523Show more

Crossroads Financial Solutions Org Chart

RD
Canada flag for contact location.

President & Chief Executive Officer

PhoneEmail
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Canada flag for contact location.

Insurance Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crossroads Financial Solu...

<$5M
11-50
Private
-
2004
RD
Ryan D'SouzaPresident & CEO
<$5M
1-10
Private
-
-
SA
Shamaim ArshadFinancial Planning Assistant
<$5M
1-10
Private
-
2018
DS
Dwain SteMarieIndependent Financial Advisor
<$5M
1-10
Private
-
-
JM
Jane MauroFinancial Advisor
<$5M
1-10
Private
-
-
AL
Ardella LittmanOffice Manager
<$5M
1-10
Private
-
-
EW
Elizabeth WasserGroup Benefit & Investment Support Lead
<$5M
1-10
Private
-
-
TD
Tim DasChief Compliance Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Crossroads Financial Solutions Tech Stack

A closer look at the technologies used by Crossroads Financial Solutions

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Frequently Asked Questions Regarding Crossroads Financial Solutions

What is Crossroads Financial Solutions's official website?
Crossroads Financial Solutions's official website is www.crossroadsfinancial.ca
What is Crossroads Financial Solutions's Revenue?
Crossroads Financial Solutions's revenue is <$5 Million
What is Crossroads Financial Solutions's SIC code?
Crossroads Financial Solutions's SIC: 62,628
What is Crossroads Financial Solutions's NAICS code?
Crossroads Financial Solutions's NAICS: 52,523
How many employees does Crossroads Financial Solutions have?
Crossroads Financial Solutions has 11-50 employees
What industry does Crossroads Financial Solutions belong to?
Crossroads Financial Solutions is in the industry of: Finance, Insurance, Securities Trading
What is Crossroads Financial Solutions competition?
Crossroads Financial Solutions top competitors include: Zdyb Financials, Harvest Financial & Insurance, Truity Financial, Cathcart Financial
What technology does Crossroads Financial Solutions use?
Some of the popular technologies that Crossroads Financial Solutions uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Crossroads Financial Solutions?
Crossroads Financial Solutions contact info: Phone number: (905) 361-6500 Website: www.crossroadsfinancial.ca
What does Crossroads Financial Solutions do?

Crossroads Insurance & Investments offers a range of financial services including financial advice, retirement planning, estate planning, and insurance solutions tailored for individuals, families, business owners, and incorporated professionals. They focus on helping clients accumulate and protect their wealth while providing guidance for new immi... grants navigating the Canadian financial landscape. Their unique Uncover program simplifies the process of identifying and achieving personal and business financial goals. The company is dedicated to ensuring peace of mind through customized insurance and investment strategies.Read More

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

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