Filo Financial Solutions

Finance · Canada · 11-50 Employees

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Overview

Headquarters

2424 4 St SW 605, Calgary, Alberta, T2S ...

Phone Number

(403) 457-9271

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Filo Financial Solutions

Filo Financial Solutions is a financial services firm based in Calgary, AB, dedicated to helping clients enhance their lives through personalized financial planning. They offer a range of services including business planning, retirement planning, estate planning, and sustainable investing, catering to diverse clients such as business owners, healthcare professionals, corporate executives, retirees, and families. The firm emphasizes a client-centered approach, ensuring that each financial roadmap is tailored to meet individual needs and goals. Their mission is to empower clients to work smarter with their money, enabling them to achieve a life of abundance and purpose.Explore more
Filo Financial Solutions's Social MediaPopular SearchesFilo Financial SolutionsRaymond James LtdSIC Code 62,628NAICS Code 52,523Show more

Filo Financial Solutions Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Filo Financial Solutions

<$5M
11-50
Private
-
-
<$5M
11-50
Private
-
-
AB
Alain BerubeSenior Financial Advisor & Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
GV
Gary VanMoerkerkeFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
SE
Sarah EntwisleSenior Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Filo Financial Solutions Tech Stack

A closer look at the technologies used by Filo Financial Solutions

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Frequently Asked Questions Regarding Filo Financial Solutions

What is Filo Financial Solutions's official website?
Filo Financial Solutions's official website is www.filofinancial.ca
What is Filo Financial Solutions's Revenue?
Filo Financial Solutions's revenue is <$5 Million
What is Filo Financial Solutions's SIC code?
Filo Financial Solutions's SIC: 62,628
What is Filo Financial Solutions's NAICS code?
Filo Financial Solutions's NAICS: 52,523
How many employees does Filo Financial Solutions have?
Filo Financial Solutions has 11-50 employees
What industry does Filo Financial Solutions belong to?
Filo Financial Solutions is in the industry of: Finance, Securities Trading
What is Filo Financial Solutions competition?
Filo Financial Solutions top competitors include: Raymond James, PAX Portfolio Advisory of Raymond James, Velocity Investment Partners, Honeywood Wealth Management of Raymond James
What technology does Filo Financial Solutions use?
Some of the popular technologies that Filo Financial Solutions uses are: Ruxit, YouTube, Kaltura, Vimeo
How do I contact Filo Financial Solutions?
Filo Financial Solutions contact info: Phone number: (403) 457-9271 Website: www.filofinancial.ca
What does Filo Financial Solutions do?

Filo Financial Solutions is a financial services firm based in Calgary, AB, dedicated to helping clients enhance their lives through personalized financial planning. They offer a range of services including business planning, retirement planning, estate planning, and sustainable investing, catering to diverse clients such as business owners, health... care professionals, corporate executives, retirees, and families. The firm emphasizes a client-centered approach, ensuring that each financial roadmap is tailored to meet individual needs and goals. Their mission is to empower clients to work smarter with their money, enabling them to achieve a life of abundance and purpose.Read More

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

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