Gillespie Adams & Associates

Finance · Canada · 1-10 Employees

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Overview

Headquarters

17817 Leslie St Unit 31, Newmarket, Onta...

Phone Number

(905) 853-2586

Revenue

<$5 Million

Industry

Finance Insurance Business Services Securities Trading Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Gillespie Adams & Associates

Gillespie Adams & Associates, established in 1985, specializes in providing financial advice and consulting services for retirement and estate planning, life and disability insurance, and employee benefit plans. They manage over $120 million in investment assets and over $100 million in annual life insurance premiums, serving both individual clients and businesses across Canada. The company emphasizes the importance of understanding investments and offers tailored solutions for insurance planning and tax-effective investment strategies. Their commitment to client education and value-driven service makes them a trusted partner for business owners and professionals.Explore more
Gillespie Adams & Associates's Social MediaPopular SearchesGillespie Adams & AssociatesGillespie, Adams & Associates IncGillespie Adams & Associates IncGillespie Adams AssociatesGillespie Adams Associates Newmarket 8SIC Code 62,628NAICS Code 52,523Show more

Gillespie Adams & Associates Org Chart

PhoneEmail
KB
Canada flag for contact location.

Elder Planning Counselor, Certified Executor ...

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
KA
Canada flag for contact location.

Financial Security Advisor & Partner

PhoneEmail
SA
Canada flag for contact location.

Client Service Specialist

PhoneEmail
AT
Canada flag for contact location.

Certified Financial Planner

PhoneEmail
DB
Canada flag for contact location.

Financial Security Advisor

PhoneEmail
TA
Canada flag for contact location.

Marketing Assistant

PhoneEmail

PhoneEmail
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Founded In

Top Executive

Gillespie Adams & Associa...

<$5M
1-10
Private
-
2005
KB
Karin BarkerElder Planning Counselor, Certified Executor Advisor, Financial Security Advisor, Partner
$5.9M
11-50
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-
1986
David Puhl, President at Puhl Employee Benefits
David PuhlPresident
$5M
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1993
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1-10
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N/A
<$5M
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2017
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<$5M
1-10
Private
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1991
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Gillespie Adams & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Gillespie Adams & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gillespie Adams & Associates.

Gillespie Adams & Associates Tech Stack

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Frequently Asked Questions Regarding Gillespie Adams & Associates

What is Gillespie Adams & Associates's official website?
Gillespie Adams & Associates's official website is www.gillespieadams.ca
What is Gillespie Adams & Associates's Revenue?
Gillespie Adams & Associates's revenue is <$5 Million
What is Gillespie Adams & Associates's SIC code?
Gillespie Adams & Associates's SIC: 62,628
What is Gillespie Adams & Associates's NAICS code?
Gillespie Adams & Associates's NAICS: 52,523
How many employees does Gillespie Adams & Associates have?
Gillespie Adams & Associates has 1-10 employees
What industry does Gillespie Adams & Associates belong to?
Gillespie Adams & Associates is in the industry of: Finance, Insurance, Business Services
What is Gillespie Adams & Associates competition?
Gillespie Adams & Associates top competitors include: CCR Group, Phemister Insurance & Financial Services, Puhl Employee Benefits, McEvoy Insurance Services
What technology does Gillespie Adams & Associates use?
Some of the popular technologies that Gillespie Adams & Associates uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Gillespie Adams & Associates?
Gillespie Adams & Associates contact info: Phone number: (905) 853-2586 Website: www.gillespieadams.ca
What does Gillespie Adams & Associates do?

Gillespie Adams & Associates, established in 1985, specializes in providing financial advice and consulting services for retirement and estate planning, life and disability insurance, and employee benefit plans. They manage over $120 million in investment assets and over $100 million in annual life insurance premiums, serving both individual client... s and businesses across Canada. The company emphasizes the importance of understanding investments and offers tailored solutions for insurance planning and tax-effective investment strategies. Their commitment to client education and value-driven service makes them a trusted partner for business owners and professionals.Read More

What are Gillespie Adams & Associates social media links?
Gillespie Adams & Associates Linkedin page
Is Gillespie Adams & Associates a public company?
Gillespie Adams & Associates is private company therefore does not currently have an official ticker symbol
See more information about Gillespie Adams & Associates

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