Equuis Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

5603 27 St, Vernon, British Columbia, V1...

Phone Number

(250) 260-1104

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Equuis Wealth Management

Equuis Wealth Management is a financial planning advisory firm based in Vernon, BC, offering a range of services including estate planning, retirement planning, investment management, and business financial planning. The company serves clients across British Columbia, Alberta, and Saskatchewan, helping them achieve their financial goals and improve their financial well-being. With a focus on educating clients through the financial decision-making process, Equuis aims to provide peace of mind and financial freedom. Their commitment to client success is reflected in their impressive annual growth rate of over 20%.Explore more
Equuis Wealth Management's Social MediaPopular SearchesEquuis Wealth Management IncEquuis Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Equuis Wealth Management

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2002
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
JC
James CarneyFinancial Executive & Consultant
<$5M
1-10
Private
-
-
CS
Craig SimpsonFinancial Advisor
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Equuis Wealth Management Tech Stack

A closer look at the technologies used by Equuis Wealth Management

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Frequently Asked Questions Regarding Equuis Wealth Management

What is Equuis Wealth Management's official website?
Equuis Wealth Management's official website is www.equuis.ca
What is Equuis Wealth Management's Revenue?
Equuis Wealth Management's revenue is <$5 Million
What is Equuis Wealth Management's SIC code?
Equuis Wealth Management's SIC: 62,628
What is Equuis Wealth Management's NAICS code?
Equuis Wealth Management's NAICS: 52,523
How many employees does Equuis Wealth Management have?
Equuis Wealth Management has 1-10 employees
What industry does Equuis Wealth Management belong to?
Equuis Wealth Management is in the industry of: Finance, Securities Trading
What is Equuis Wealth Management competition?
Equuis Wealth Management top competitors include: Physicians Wealth Advisory, Tetrault Wealth Advisory Group, Sharma Wealth Management, Carney Lyster & Associates Private Wealth
What technology does Equuis Wealth Management use?
Some of the popular technologies that Equuis Wealth Management uses are: reCAPTCHA, MailChimp, Microsoft 365, GoDaddy DNS
How do I contact Equuis Wealth Management?
Equuis Wealth Management contact info: Phone number: (250) 260-1104 Website: www.equuis.ca
What does Equuis Wealth Management do?

Equuis Wealth Management is a financial planning advisory firm based in Vernon, BC, offering a range of services including estate planning, retirement planning, investment management, and business financial planning. The company serves clients across British Columbia, Alberta, and Saskatchewan, helping them achieve their financial goals and improve... their financial well-being. With a focus on educating clients through the financial decision-making process, Equuis aims to provide peace of mind and financial freedom. Their commitment to client success is reflected in their impressive annual growth rate of over 20%.Read More

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

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