Fernhill Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

2840 Peatt Road 415, Victoria, British C...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Fernhill Financial

Fernhill Financial is a mutual fund dealership based in Victoria, BC, dedicated to providing innovative financial solutions tailored to their clients' needs. Since 1994, they have successfully assisted numerous households in navigating personal finance challenges. The company prides itself on its nimbleness compared to larger financial institutions, allowing for quick adaptations to meet client demands. Their latest initiative, DesignWealth, represents a forward-thinking approach to financial planning in Canada, combining technical expertise with insights into human behavior.Explore more
Fernhill Financial's Social MediaPopular SearchesFernhill Financial CorpSIC Code 62,628NAICS Code 52,523Show more

Fernhill Financial Org Chart

Jared Webb, Chief Executive Officer at Fernhill Financial
Canada flag for contact location.

Chief Executive Officer

PhoneEmail
TW
Canada flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fernhill Financial

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
1992
KL
Kari LeogandaFounder & President
<$5M
1-10
Private
-
-
CS
Craig SimpsonFinancial Advisor
<$5M
1-10
Private
-
-
RT
Robert TorranceAssante, Peters & Wealth Advisors Advisor (Torrance)
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

Fernhill Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Fernhill Financial Tech Stack

A closer look at the technologies used by Fernhill Financial

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Frequently Asked Questions Regarding Fernhill Financial

What is Fernhill Financial's official website?
Fernhill Financial's official website is www.fernhill.bc.ca
What is Fernhill Financial's Revenue?
Fernhill Financial's revenue is <$5 Million
What is Fernhill Financial's SIC code?
Fernhill Financial's SIC: 62,628
What is Fernhill Financial's NAICS code?
Fernhill Financial's NAICS: 52,523
How many employees does Fernhill Financial have?
Fernhill Financial has 1-10 employees
What industry does Fernhill Financial belong to?
Fernhill Financial is in the industry of: Finance, Securities Trading
What is Fernhill Financial competition?
Fernhill Financial top competitors include: Carney Lyster & Associates Private Wealth, Truespect Wealth Management, Jack Lumsden, Personal Solutions Financial
What technology does Fernhill Financial use?
Some of the popular technologies that Fernhill Financial uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
What does Fernhill Financial do?

Fernhill Financial is a mutual fund dealership based in Victoria, BC, dedicated to providing innovative financial solutions tailored to their clients' needs. Since 1994, they have successfully assisted numerous households in navigating personal finance challenges. The company prides itself on its nimbleness compared to larger financial institutions... , allowing for quick adaptations to meet client demands. Their latest initiative, DesignWealth, represents a forward-thinking approach to financial planning in Canada, combining technical expertise with insights into human behavior.Read More

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

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