Diligence Wealth Management

Finance · Canada · 201-500 Employees

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Overview

Headquarters

1405 Trans Canada Ste 200, Dorval, Quebe...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
3
2
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2

About Diligence Wealth Management

Under the leadership of Mr. Camille Estephan, the branch is renowned for being the best performing in the Manulife Securities network in Canada for several years. This exceptional performance is the result of the corporate culture that Mr. Estephan has instilled in all members of his team. Each of them having been carefully handpicked and trained in the spirit of rigorous discipline, meticulous work and in-depth analysis that sets them apart from the competition. This exemplary approach places Mr. Estephan's office in a class of its own and constitutes real added value for both clients and advisors.Explore more
Diligence Wealth Management's Social MediaPopular SearchesDiligenceSIC Code 62,621NAICS Code 52,523Show more

Diligence Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Diligence Wealth Manageme...

<$5M
201-500
Private
-
2002
SP
Sonia PriceDirector, Digital Marketing
$128.9M
201-500
Private
-
2002
Adam Elliott, President & Chief Executive Officer at iA Private Wealth
Adam ElliottPresident & CEO
$54.3M
51-200
Private
$68M
2001
$42.1M
501-1,000
Private
-
-
DS
Diwan SinghVice President Clearing and Depository
$33.2M
201-500
Private
-
-
KM
Kristen McLarenChief Financial Officer
$19.5M
51-200
Private
-
2002
$16.5M
501-1,000
Private
-
2013
NM
Nicholas McLeanVice President, Finance & Banking
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Diligence Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Diligence Wealth Management Tech Stack

A closer look at the technologies used by Diligence Wealth Management

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Frequently Asked Questions Regarding Diligence Wealth Management

What is Diligence Wealth Management's official website?
Diligence Wealth Management's official website is www.financierediligence.ca
What is Diligence Wealth Management's Revenue?
Diligence Wealth Management's revenue is <$5 Million
What is Diligence Wealth Management's SIC code?
Diligence Wealth Management's SIC: 62,621
What is Diligence Wealth Management's NAICS code?
Diligence Wealth Management's NAICS: 52,523
How many employees does Diligence Wealth Management have?
Diligence Wealth Management has 201-500 employees
What industry does Diligence Wealth Management belong to?
Diligence Wealth Management is in the industry of: Finance, Securities Trading
What is Diligence Wealth Management competition?
Diligence Wealth Management top competitors include: Elite Wealth Management, Bayesian Group, SMT Intelligence, Worldsource Wealth Management
What companies has Diligence Wealth Management acquired?
Diligence Wealth Management has acquired the companies: Berkshire Securities, Comvest Credit Partners, Cqs, Optique Capital Management
What technology does Diligence Wealth Management use?
Some of the popular technologies that Diligence Wealth Management uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Wix
What does Diligence Wealth Management do?

Under the leadership of Mr. Camille Estephan, the branch is renowned for being the best performing in the Manulife Securities network in Canada for several years. This exceptional performance is the result of the corporate culture that Mr. Estephan has instilled in all members of his team. Each of them having been carefully handpicked and trained i... n the spirit of rigorous discipline, meticulous work and in-depth analysis that sets them apart from the competition. This exemplary approach places Mr. Estephan's office in a class of its own and constitutes real added value for both clients and advisors.Read More

What are Diligence Wealth Management social media links?
Diligence Wealth Management Linkedin page
Is Diligence Wealth Management a public company?
Diligence Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Diligence Wealth Management

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