Duane Francis

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1565 Carling Ave Ste 610, Ottawa, Ontari...

Phone Number

(613) 728-0101

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Duane Francis

Duane Francis specializes in personalized wealth planning and tax-efficient investment portfolios for clients seeking to create wealth and achieve financial freedom. He is a client-centered investment counselor known for his knowledge, accessibility, and commitment to understanding clients' financial goals. His services include comprehensive financial planning, discretionary asset management, and ongoing support to ensure clients' financial well-being. Duane's target clients include individuals and families looking for trustworthy financial advice and personalized investment strategies.Explore more
Duane Francis's Social MediaPopular SearchesDuane FrancisSIC Code 62,628NAICS Code 52,523Show more

Duane Francis Org Chart

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Portfolio Manager & Branch Manager, At Capita...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Duane Francis

<$5M
1-10
Private
-
2004
DF
Duane FrancisPortfolio Manager & Branch Manager, At Capital Wealth Partners
$6M
11-50
Private
-
-
SF
Sherman FriesenCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DH
Dean HuntFinancial Executive & Consultant
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Duane Francis is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Duane Francis Tech Stack

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Frequently Asked Questions Regarding Duane Francis

What is Duane Francis's official website?
Duane Francis's official website is www.duanefrancis.ca
What is Duane Francis's Revenue?
Duane Francis's revenue is <$5 Million
What is Duane Francis's SIC code?
Duane Francis's SIC: 62,628
What is Duane Francis's NAICS code?
Duane Francis's NAICS: 52,523
How many employees does Duane Francis have?
Duane Francis has 1-10 employees
What industry does Duane Francis belong to?
Duane Francis is in the industry of: Finance, Securities Trading
What is Duane Francis competition?
Duane Francis top competitors include: Hunt Group Private Wealth, Grand River Financial Solutions, Wealth Maximization Group, The Complete Wealth Management System
What technology does Duane Francis use?
Some of the popular technologies that Duane Francis uses are: WordPress.org, Google Tag Manager, DigiCert, Google Global Site Tag
How do I contact Duane Francis?
Duane Francis contact info: Phone number: (613) 728-0101 Website: www.duanefrancis.ca
What does Duane Francis do?

Duane Francis specializes in personalized wealth planning and tax-efficient investment portfolios for clients seeking to create wealth and achieve financial freedom. He is a client-centered investment counselor known for his knowledge, accessibility, and commitment to understanding clients' financial goals. His services include comprehensive financ... ial planning, discretionary asset management, and ongoing support to ensure clients' financial well-being. Duane's target clients include individuals and families looking for trustworthy financial advice and personalized investment strategies.Read More

What are Duane Francis social media links?
Duane Francis Linkedin page Duane Francis Twitter page Duane Francis Facebook page
Is Duane Francis a public company?
Duane Francis is private company therefore does not currently have an official ticker symbol
See more information about Duane Francis

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