Deacon Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

236 Worthington St W, North Bay, Ontario...

Phone Number

(705) 472-4731

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Deacon Wealth Management

Deacon Wealth Management Inc. is a North Bay-based financial planning firm that provides personalized, proactive financial advice to high-net-worth families, business owners, and professionals. They offer a comprehensive range of services including retirement planning, estate and legacy planning, investment planning, tax planning, and business succession planning. Their approach emphasizes building strong relationships with clients, ensuring clarity and confidence in managing their financial lives. The firm is dedicated to creating customized strategies that adapt to clients' evolving needs and goals.Explore more
Popular SearchesDeacon Wealth ManagementIG Investment Management LtdSIC Code 62,628NAICS Code 52,523Show more

Deacon Wealth Management Org Chart

PhoneEmail
AB
Canada flag for contact location.

Associate Consultant and Practice Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Deacon Wealth Management

<$5M
1-10
Private
-
-
AB
Ashley BrookesAssociate Consultant and Practice Manager
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
11-50
Private
-
2001
N/A
<$5M
1-10
Private
-
-
TR
Todd RankinFinancial Planner
<$5M
1-10
Private
-
2006
BB
Bryce BordenCertified Financial Planner & Professional
<$5M
1-10
Private
-
-
SM
Shannon McMannisCertified Financial Founder & CEO & Planner
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
Illustration of an envelope

Deacon Wealth Management Tech Stack

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Frequently Asked Questions Regarding Deacon Wealth Management

What is Deacon Wealth Management's official website?
Deacon Wealth Management's official website is www.deaconwealthmanagement.com
What is Deacon Wealth Management's Revenue?
Deacon Wealth Management's revenue is <$5 Million
What is Deacon Wealth Management's SIC code?
Deacon Wealth Management's SIC: 62,628
What is Deacon Wealth Management's NAICS code?
Deacon Wealth Management's NAICS: 52,523
How many employees does Deacon Wealth Management have?
Deacon Wealth Management has 1-10 employees
What industry does Deacon Wealth Management belong to?
Deacon Wealth Management is in the industry of: Finance, Securities Trading
What is Deacon Wealth Management competition?
Deacon Wealth Management top competitors include: Carney Lyster & Associates Private Wealth, Truespect Wealth Management, Rankin Rice Wealth Management, AdvisorNet
What technology does Deacon Wealth Management use?
Some of the popular technologies that Deacon Wealth Management uses are: Drupal, Cloudflare CDN, Adobe Activation, YouTube
How do I contact Deacon Wealth Management?
Deacon Wealth Management contact info: Phone number: (705) 472-4731 Website: www.deaconwealthmanagement.com
What does Deacon Wealth Management do?

Deacon Wealth Management Inc. is a North Bay-based financial planning firm that provides personalized, proactive financial advice to high-net-worth families, business owners, and professionals. They offer a comprehensive range of services including retirement planning, estate and legacy planning, investment planning, tax planning, and business succ... ession planning. Their approach emphasizes building strong relationships with clients, ensuring clarity and confidence in managing their financial lives. The firm is dedicated to creating customized strategies that adapt to clients' evolving needs and goals.Read More

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

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