Guidance Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1-4631 Palladium Way, Burlington, Ontari...

Phone Number

(905) 906-9684

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Guidance Financial

Guidance Financial Group is an independent, full-service retirement and financial planning firm that specializes in creating innovative investment products for institutional investors globally. With over 150 years of combined financial stewardship, they offer personalized, data-driven approaches to retirement planning, wealth management, and risk protection. Their target clients include successful families, business owners, and professionals seeking to improve their financial lives. The firm emphasizes a straightforward and clear path to financial independence, adapting to the changing needs of their clients.Explore more
Guidance Financial's Social MediaPopular SearchesGuidance FinancialGuidance Financial Services IncDavid G Rounthwaite Financial Services LtdSIC Code 62,628NAICS Code 52,523Show more

Guidance Financial Org Chart

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President

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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Guidance Financial

<$5M
1-10
Private
-
2004
<$5M
11-50
Private
-
2015
KL
Katrina LyonsCertified Financial Planner
<$5M
11-50
Private
-
1999
TR
Taylor RaeManager, Marketing & Administrative Support
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
RL
Renee LedwinkaExecutive Assistant
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Guidance Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Guidance Financial Tech Stack

A closer look at the technologies used by Guidance Financial

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Frequently Asked Questions Regarding Guidance Financial

What is Guidance Financial's official website?
Guidance Financial's official website is www.guidancefinancial.ca
What is Guidance Financial's Revenue?
Guidance Financial's revenue is <$5 Million
What is Guidance Financial's SIC code?
Guidance Financial's SIC: 62,628
What is Guidance Financial's NAICS code?
Guidance Financial's NAICS: 52,523
How many employees does Guidance Financial have?
Guidance Financial has 1-10 employees
What industry does Guidance Financial belong to?
Guidance Financial is in the industry of: Finance, Securities Trading
What is Guidance Financial competition?
Guidance Financial top competitors include: Investment Planning Counsel, Visionary Wealth Planning, Money Strategies Financial, Buss Financial Group
What technology does Guidance Financial use?
Some of the popular technologies that Guidance Financial uses are: WordPress.org, PHP, Mailgun, Linode
How do I contact Guidance Financial?
Guidance Financial contact info: Phone number: (905) 906-9684 Website: www.guidancefinancial.ca
What does Guidance Financial do?

Guidance Financial Group is an independent, full-service retirement and financial planning firm that specializes in creating innovative investment products for institutional investors globally. With over 150 years of combined financial stewardship, they offer personalized, data-driven approaches to retirement planning, wealth management, and risk p... rotection. Their target clients include successful families, business owners, and professionals seeking to improve their financial lives. The firm emphasizes a straightforward and clear path to financial independence, adapting to the changing needs of their clients.Read More

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

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