Freestone Capital

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1850 14 St SW, Calgary, Alberta, T2T 3S9...

Phone Number

(403) 830-1960

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Freestone Capital

Freestone Capital Inc. is an independent financial advisory firm based in Calgary, Alberta, specializing in personalized financial planning, investment management, and retirement planning. The company serves a diverse clientele, including individuals, families, and businesses, helping them achieve their unique financial goals through tailored strategies. Their services encompass life insurance, living benefits insurance, estate planning, and investment tax planning, ensuring clients are protected from financial risks while working towards their dreams. Freestone Capital is dedicated to providing clients with a clearly documented financial roadmap and ongoing support to navigate their financial journeys.Explore more
Popular SearchesFreestone Capital IncAdvisorNetSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Freestone Capital

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1995
DR
Daniel RoeOwner and Founder
<$5M
1-10
Private
-
-
VA
Vern AndersonCertified Financial Planner & Professional & Investment Funds Advisor
<$5M
1-10
Private
-
1989
SP
Steven PreszcatorFinancial Advisor
<$5M
1-10
Private
-
-
EH
Eric HarrisonCertified Financial Planner
<$5M
1-10
Private
-
-
SA
Susan AlexanderBranch Manager, Peak Investment Services Inc
<$5M
1-10
Private
-
1998
BH
Barry HoganCLU Insurance Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Freestone Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Freestone Capital Tech Stack

A closer look at the technologies used by Freestone Capital

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Frequently Asked Questions Regarding Freestone Capital

What is Freestone Capital's official website?
Freestone Capital's official website is www.freestonecapital.ca
What is Freestone Capital's Revenue?
Freestone Capital's revenue is <$5 Million
What is Freestone Capital's SIC code?
Freestone Capital's SIC: 62,628
What is Freestone Capital's NAICS code?
Freestone Capital's NAICS: 52,523
How many employees does Freestone Capital have?
Freestone Capital has 1-10 employees
What industry does Freestone Capital belong to?
Freestone Capital is in the industry of: Finance, Insurance, Securities Trading
What is Freestone Capital competition?
Freestone Capital top competitors include: Focused Financial Planning, ROE Investments, Sholdice Financial Services, Mission Financial
What technology does Freestone Capital use?
Some of the popular technologies that Freestone Capital uses are: WordPress.org, Drupal, reCAPTCHA, PHP
How do I contact Freestone Capital?
Freestone Capital contact info: Phone number: (403) 830-1960 Website: www.freestonecapital.ca
What does Freestone Capital do?

Freestone Capital Inc. is an independent financial advisory firm based in Calgary, Alberta, specializing in personalized financial planning, investment management, and retirement planning. The company serves a diverse clientele, including individuals, families, and businesses, helping them achieve their unique financial goals through tailored strat... egies. Their services encompass life insurance, living benefits insurance, estate planning, and investment tax planning, ensuring clients are protected from financial risks while working towards their dreams. Freestone Capital is dedicated to providing clients with a clearly documented financial roadmap and ongoing support to navigate their financial journeys.Read More

Is Freestone Capital a public company?
Freestone Capital is private company therefore does not currently have an official ticker symbol
See more information about Freestone Capital

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