Integrated Estate Solutions

Business Services · Canada · 11-50 Employees

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Overview

Headquarters

Canada

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Integrated Estate Solutions

Integrated Estate Solutions provides consulting services tailored for the financial advisory community, focusing on tax, estate, and insurance planning. The company offers in-person and virtual presentations, customizing content to meet the specific needs of organizations. With a team led by a seasoned tax lawyer, they also assist in developing technical information for internal staff and distribution partners. Their target clients include financial and tax advisors seeking expert guidance and support.Explore more
Popular SearchesIntegrated Estate SolutionsCanadian Estate SolutionsSIC Code 87,874NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Estate Solutio...

<$5M
11-50
Private
-
-
N/A
$5.3M
11-50
Private
-
1995
MT
Martine TollefsonPlanning Vice President, Operations
<$5M
1-10
Private
-
2021
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
HG
Harsh GrewalNotary Public
<$5M
1-10
Private
-
1980
<$5M
11-50
Private
-
2004
PD
Paula Duarte-RochaLegal Assistant
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Integrated Estate Solutions is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Integrated Estate Solutions is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Integrated Estate Solutions.

Integrated Estate Solutions Tech Stack

A closer look at the technologies used by Integrated Estate Solutions

Top Business Services Companies

Frequently Asked Questions Regarding Integrated Estate Solutions

What is Integrated Estate Solutions's official website?
Integrated Estate Solutions's official website is www.integratedestate.ca
What is Integrated Estate Solutions's Revenue?
Integrated Estate Solutions's revenue is <$5 Million
What is Integrated Estate Solutions's SIC code?
Integrated Estate Solutions's SIC: 87,874
What is Integrated Estate Solutions's NAICS code?
Integrated Estate Solutions's NAICS: 54,541
How many employees does Integrated Estate Solutions have?
Integrated Estate Solutions has 11-50 employees
What industry does Integrated Estate Solutions belong to?
Integrated Estate Solutions is in the industry of: Business Services, Project Management
What is Integrated Estate Solutions competition?
Integrated Estate Solutions top competitors include: Kelowna Estate Planning Society, MacMillan Estate Planning, Harsh Grewal Notary Public, Parallel Estate
What technology does Integrated Estate Solutions use?
Some of the popular technologies that Integrated Estate Solutions uses are: PHP 5.6, WordPress.org, PHP, Ruxit
What does Integrated Estate Solutions do?

Integrated Estate Solutions provides consulting services tailored for the financial advisory community, focusing on tax, estate, and insurance planning. The company offers in-person and virtual presentations, customizing content to meet the specific needs of organizations. With a team led by a seasoned tax lawyer, they also assist in developing tec... hnical information for internal staff and distribution partners. Their target clients include financial and tax advisors seeking expert guidance and support.Read More

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

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