Girard Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

725 Skeena St 101, Vancouver, British Co...

Phone Number

(604) 369-2668

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
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1

About Girard Wealth Management

Girard Wealth Management is a fee-based financial planning practice that has been serving Canadian families since 2018. The firm specializes in providing detailed retirement, tax, and estate planning for professionals, business owners, and high net-worth families, focusing on reducing income tax and building wealth. With a commitment to transparency, the company negotiates fees directly with clients and does not sell financial products, allowing for objective financial analysis. Their services include tax optimization, goal setting, and performance tracking while adhering to a fiduciary standard.Explore more
Girard Wealth Management's Social MediaPopular SearchesGirard Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Girard Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Girard Wealth Management

<$5M
1-10
Private
-
2018
$6.3M
1-10
Private
-
2015
JM
Jonathan MayerAssistant General Counsel
<$5M
1-10
Private
-
-
JC
James CarneyFinancial Executive & Consultant
<$5M
1-10
Private
-
-
ST
Suzanne TigheClient Service Representative
<$5M
1-10
Private
-
-
CS
Craig SimpsonFinancial Advisor
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
<$5M
1-10
Private
-
-
CK
Cary KreuzwiesnerFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Girard Wealth Management Tech Stack

A closer look at the technologies used by Girard Wealth Management

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Frequently Asked Questions Regarding Girard Wealth Management

What is Girard Wealth Management's official website?
Girard Wealth Management's official website is www.girardwealthmanagement.com
What is Girard Wealth Management's Revenue?
Girard Wealth Management's revenue is <$5 Million
What is Girard Wealth Management's SIC code?
Girard Wealth Management's SIC: 62,628
What is Girard Wealth Management's NAICS code?
Girard Wealth Management's NAICS: 52,523
How many employees does Girard Wealth Management have?
Girard Wealth Management has 1-10 employees
What industry does Girard Wealth Management belong to?
Girard Wealth Management is in the industry of: Finance, Securities Trading
What is Girard Wealth Management competition?
Girard Wealth Management top competitors include: Personal Solutions Financial, Truespect Wealth Management, Carney Lyster & Associates Private Wealth, Rankin Rice Wealth Management
What technology does Girard Wealth Management use?
Some of the popular technologies that Girard Wealth Management uses are: Sentry, WixStores, F5 BIG-IP Platform, Sectigo
How do I contact Girard Wealth Management?
Girard Wealth Management contact info: Phone number: (604) 369-2668 Website: www.girardwealthmanagement.com
What does Girard Wealth Management do?

Girard Wealth Management is a fee-based financial planning practice that has been serving Canadian families since 2018. The firm specializes in providing detailed retirement, tax, and estate planning for professionals, business owners, and high net-worth families, focusing on reducing income tax and building wealth. With a commitment to transparenc... y, the company negotiates fees directly with clients and does not sell financial products, allowing for objective financial analysis. Their services include tax optimization, goal setting, and performance tracking while adhering to a fiduciary standard.Read More

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

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