First Wealth Advisors

Finance · Canada · 11-50 Employees

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Overview

Headquarters

237 Brownlow Ave Ste 100, Dartmouth, Nov...

Phone Number

(902) 802-7718

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About First Wealth Advisors

Lets make planning an enjoyable experience. Our goal: No out of pocket cost, less risk, more certainty. First Wealth Advisors | 237 Brownlow Ave | Suite 100 | Dartmouth, NS | B3B 2C6 | 1.902.802.7718 Mutual funds and some segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through Scott Gannon Financial Inc. and MacKeen Wealth Management Ltd.Explore more
First Wealth Advisors's Social MediaPopular SearchesFirst Wealth AdvisorsWorldsource Financial Management IncSIC Code 62,628NAICS Code 52,523Show more

First Wealth Advisors Org Chart

PhoneEmail
KS
Canada flag for contact location.

Manager, Client Relations

PhoneEmail
KI
Canada flag for contact location.

Manager, Operations & Insurance Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

First Wealth Advisors

<$5M
11-50
Private
-
2021
KS
Kayte SamsonManager, Client Relations
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
JB
James BrownSenior Investment, Ia Private Wealth Advisor
<$5M
1-10
Private
-
2019
DM
Douglas MarlaManager, Client Services
<$5M
1-10
Private
-
-
SW
Susan WongClient Service Director, Operations
<$5M
1-10
Private
-
-
PW
Peter WallacePartner, Director Employee Benefits
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

First Wealth Advisors Tech Stack

A closer look at the technologies used by First Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding First Wealth Advisors

What is First Wealth Advisors's official website?
First Wealth Advisors's official website is www.firstwealthadvisors.ca
What is First Wealth Advisors's Revenue?
First Wealth Advisors's revenue is <$5 Million
What is First Wealth Advisors's SIC code?
First Wealth Advisors's SIC: 62,628
What is First Wealth Advisors's NAICS code?
First Wealth Advisors's NAICS: 52,523
How many employees does First Wealth Advisors have?
First Wealth Advisors has 11-50 employees
What industry does First Wealth Advisors belong to?
First Wealth Advisors is in the industry of: Finance, Securities Trading
What is First Wealth Advisors competition?
First Wealth Advisors top competitors include: Finlay Wark Anthony Wealth Management, Financial Footprint, Palladin Wealth Management, David Hinds Financial
What technology does First Wealth Advisors use?
Some of the popular technologies that First Wealth Advisors uses are: Google Universal Analytics, Squarespace Online Stores, Embedly, Adobe Typekit
How do I contact First Wealth Advisors?
First Wealth Advisors contact info: Phone number: (902) 802-7718 Website: www.firstwealthadvisors.ca
What does First Wealth Advisors do?

Lets make planning an enjoyable experience. Our goal: No out of pocket cost, less risk, more certainty. First Wealth Advisors | 237 Brownlow Ave | Suite 100 | Dartmouth, NS | B3B 2C6 | 1.902.802.7718 Mutual funds and some segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fun... d dealer. All other products and services are offered through Scott Gannon Financial Inc. and MacKeen Wealth Management Ltd.Read More

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

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