Discovery Wealth Management
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1176 Crestdale Rd, Mississauga, Ontario,...Phone Number
(905) 267-1116Website
www.discovery-wealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Discovery Wealth Management
Discovery Wealth Management specializes in retirement planning, focusing on clients over the age of 50 with a nest egg of over $500,000. They provide evidence-based financial modeling to simplify decision-making and address the unique challenges faced by individuals within 15 years of retirement. Their services are tailored to married clients with a family income between $150,000 and $250,000, ensuring personalized strategies for wealth management. Led by certified financial planner John Stregger, the firm emphasizes a client-first approach, fostering long-term relationships and proactive financial guidance.Explore more
Discovery Wealth Management Org Chart
DS
Executive Assistant
JS
Cfp, Clu, Chfc Certified Financial Planner
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Discovery Wealth Management specializes in retirement planning, focusing on clients over the age of 50 with a nest egg of over $500,000. They provide evidence-based financial modeling to simplify decision-making and address the unique challenges faced by individuals within 15 years of retirement. Their services are tailored to married clients with... Read More
