Forbes Wealth Management
Finance · Canada · 1-10 Employees
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Overview
Headquarters
40 Main St, Carberry, Manitoba, R0K 0H0,...Phone Number
(204) 834-3155Website
www.forbeswealth.caRevenue
$5.3 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Forbes Wealth Management
Forbes Wealth Management is a financial planning firm that specializes in providing comprehensive services such as wealth management, retirement planning, estate tax planning, and farm succession planning. The firm is led by Erik Forbes and Dominic Flannery, who focus on building strong relationships with their clients, particularly farmers and business owners. They offer fee-based investment advice and emphasize transparent, unbiased financial planning tailored to the unique challenges faced by their clients. Their ideal clients are farming or business-owning couples with a family background, seeking to secure their legacy and financial future.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Forbes Wealth Management
$5.3M
1-10
Private
-
1987
N/A
Company Profile Activity
Activity Insights
Forbes Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Forbes Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Forbes Wealth Management.
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Forbes Wealth Management is a financial planning firm that specializes in providing comprehensive services such as wealth management, retirement planning, estate tax planning, and farm succession planning. The firm is led by Erik Forbes and Dominic Flannery, who focus on building strong relationships with their clients, particularly farmers and bus... Read More
