Efficient Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

39 Lakeshore Rd E Suite 100A, Mississaug...

Phone Number

(416) 410-9809

Website

www.efficientwealth.com

Revenue

$10.3 Million

Industry

Finance Securities Trading

About Efficient Wealth Management

Efficient Wealth Management Inc. provides fee-only financial planning services in Mississauga, Toronto, and the surrounding Greater Toronto Area. The company focuses on delivering unbiased, fiduciary-based financial advice to help clients achieve their financial goals without requiring minimum asset thresholds. Their services include cross-border and expatriate financial planning, investment management, and DIY advice options. Recognized among the top financial advisors in Ontario, they aim to ensure clients receive maximum value through personalized financial strategies.Explore more
Efficient Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Efficient Wealth Management Org Chart

PhoneEmail
DH
Canada flag for contact location.
Dirk Hanekom

Registered Financial Advisor & Special Projec...

PhoneEmail
CB
Canada flag for contact location.
Chantel Brecher

Office Manager

PhoneEmail
MV
Canada flag for contact location.
Marlese Vivier

Manager, Wealth

PhoneEmail
SB
Canada flag for contact location.
Scholtz Bezuidenhou...

Manager, Wealth

PhoneEmail
PR
Canada flag for contact location.
Peet Rooy

Operational Manager

PhoneEmail

PhoneEmail
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CM
Canada flag for contact location.
Carl Mostert

Insurance Specialist

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
GC
Canada flag for contact location.

Financial Advisor

PhoneEmail
RK
Canada flag for contact location.

Wealth Planner

PhoneEmail
JG
Canada flag for contact location.

Registered Financial

PhoneEmail
PM
Canada flag for contact location.

Financial Advisor

PhoneEmail
TP
Canada flag for contact location.

Financial Advisor

PhoneEmail
CR
Canada flag for contact location.

Independent Investment Advisor

PhoneEmail
AG
Canada flag for contact location.

Financial Advisor

PhoneEmail
LS
Canada flag for contact location.

Registered Financial Advisor

PhoneEmail
Lv
Canada flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Compare Similar Companies to Efficient Wealth Management

Compare insights from companies similar to Efficient Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Efficient Wealth Manageme...

$10.3M
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Private
-
2013
DH
Dirk HanekomRegistered Financial Advisor & Special Projects Manager
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Illustration of an envelope

Efficient Wealth Management Tech Stack

A closer look at the technologies used by Efficient Wealth Management

WordPress.org

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Automattic
PHP

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PHP
Google Font API

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Google
DigitalOcean

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DigitalOcean Holdings
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Frequently Asked Questions Regarding Efficient Wealth Management

What is Efficient Wealth Management's official website?
Efficient Wealth Management's official website is www.efficientwealth.com What is Efficient Wealth Management's Revenue?
Efficient Wealth Management's revenue is $10.3 Million What is Efficient Wealth Management's SIC code?
Efficient Wealth Management's SIC: 62,628 What is Efficient Wealth Management's NAICS code?
Efficient Wealth Management's NAICS: 52,523 How many employees does Efficient Wealth Management have?
Efficient Wealth Management has 11-50 employees What industry does Efficient Wealth Management belong to?
Efficient Wealth Management is in the industry of: Finance, Securities Trading What is Efficient Wealth Management competition?
Efficient Wealth Management top competitors include: Calgary Financial Planner, Dunphy Molloy & Associates, Investment Planning Counsel, Investment Planning Counsel What technology does Efficient Wealth Management use?
Some of the popular technologies that Efficient Wealth Management uses are: WordPress.org, PHP, Google Font API, DigitalOcean How do I contact Efficient Wealth Management?
Efficient Wealth Management contact info: Phone number: (416) 410-9809 Website: www.efficientwealth.com What does Efficient Wealth Management do?

Efficient Wealth Management Inc. provides fee-only financial planning services in Mississauga, Toronto, and the surrounding Greater Toronto Area. The company focuses on delivering unbiased, fiduciary-based financial advice to help clients achieve their financial goals without requiring minimum asset thresholds. Their services include cross-border a... nd expatriate financial planning, investment management, and DIY advice options. Recognized among the top financial advisors in Ontario, they aim to ensure clients receive maximum value through personalized financial strategies.Read More

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

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