Intent Planning Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

452 Dovercourt Dr Unit 1, Winnipeg, Mani...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Intent Planning Group

Intent Planning Group is a collaborative team of professionals focused on optimizing financial goals for their clients. They offer a range of services including exit planning, farm transition planning, estate planning, wealth management, employee benefits, risk management, and tax planning. The company aims to assist business owners and families in creating successful and sustainable financial futures. Their services are tailored for individuals and businesses looking to plan effectively for current and future financial needs.Explore more
Intent Planning Group's Social MediaPopular SearchesIntent Planning Group IncIntent Planning GroupSIC Code 62,628NAICS Code 52,523Show more

Intent Planning Group Org Chart

PhoneEmail
SN
Canada flag for contact location.

Support Director, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Intent Planning Group

<$5M
1-10
Private
-
-
SN
Sherrie NormandSupport Director, Operations
<$5M
11-50
Private
-
2002
NS
Naresh SharmaPresident & Financial Planner
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
-
CS
Craig SimpsonFinancial Advisor
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Intent Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Intent Planning Group Tech Stack

A closer look at the technologies used by Intent Planning Group

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Frequently Asked Questions Regarding Intent Planning Group

What is Intent Planning Group's official website?
Intent Planning Group's official website is www.intentplanning.ca
What is Intent Planning Group's Revenue?
Intent Planning Group's revenue is <$5 Million
What is Intent Planning Group's SIC code?
Intent Planning Group's SIC: 62,628
What is Intent Planning Group's NAICS code?
Intent Planning Group's NAICS: 52,523
How many employees does Intent Planning Group have?
Intent Planning Group has 1-10 employees
What industry does Intent Planning Group belong to?
Intent Planning Group is in the industry of: Finance, Insurance, Securities Trading
What is Intent Planning Group competition?
Intent Planning Group top competitors include: Truespect Wealth Management, Canaccord Genuity, Carney Lyster & Associates Private Wealth, Jack Lumsden
What technology does Intent Planning Group use?
Some of the popular technologies that Intent Planning Group uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
What does Intent Planning Group do?

Intent Planning Group is a collaborative team of professionals focused on optimizing financial goals for their clients. They offer a range of services including exit planning, farm transition planning, estate planning, wealth management, employee benefits, risk management, and tax planning. The company aims to assist business owners and families in... creating successful and sustainable financial futures. Their services are tailored for individuals and businesses looking to plan effectively for current and future financial needs.Read More

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

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