insureWEALTH
Finance · Canada · 11-50 Employees
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Overview
Headquarters
1708 Dolphin Ave 2 Ste 505, Kelowna, Bri...Phone Number
(250) 869-8158Website
www.insurewealth.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About insureWEALTH
Insure Wealth Group, Inc. specializes in providing tailored personal and business insurance solutions along with wealth management services. They are dedicated to safeguarding families, businesses, and employees through personalized financial planning. Their team of experienced professionals offers a range of services including corporate planning, personal planning, wealth protection, and investment planning. The company caters to small, medium, and large business owners as well as families seeking income protection and tax-efficient strategies.Explore more
insureWEALTH Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
insureWEALTH
<$5M
11-50
Private
-
2006
LJ
Lisa JaffaryChief Operating Officer & Health Trust Specialist & Active Partner
<$5M
1-10
Private
-
-
MH
Marcia HuntCertified Financial Planner & Chartered Financial Services Broker & Mortgage Broker
Company Profile Activity
Activity Insights
insureWEALTH is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
insureWEALTH is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about insureWEALTH.
insureWEALTH Tech Stack
A closer look at the technologies used by insureWEALTH
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Frequently Asked Questions Regarding insureWEALTH
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Insure Wealth Group, Inc. specializes in providing tailored personal and business insurance solutions along with wealth management services. They are dedicated to safeguarding families, businesses, and employees through personalized financial planning. Their team of experienced professionals offers a range of services including corporate planning,... Read More
