Dividend Value Partners
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1175 Douglas St Ste 1000, Victoria, Brit...Phone Number
(250) 405-2400Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Dividend Value Partners
Dividend Value Partners is a financial planning and investment management firm based in Victoria, BC, dedicated to providing personalized financial solutions for individuals, families, and businesses. They serve over 500 families, some spanning three generations, offering unique strategies tailored to various client needs, including retirees, women investors, and business owners. The firm emphasizes a collaborative approach to understanding clients' unique financial situations and goals, ensuring thoughtful advice and risk management. With a team of experienced professionals, they aim to nurture wealth and help clients achieve their financial visions.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Dividend Value Partners
<$5M
1-10
Private
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PM
Peter MazzoniFinancial Advisor & Associate Portfolio Manager
Company Profile Activity
Activity Insights
Dividend Value Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Dividend Value Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dividend Value Partners.
Dividend Value Partners Tech Stack
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Dividend Value Partners is a financial planning and investment management firm based in Victoria, BC, dedicated to providing personalized financial solutions for individuals, families, and businesses. They serve over 500 families, some spanning three generations, offering unique strategies tailored to various client needs, including retirees, women... Read More
