inWealth Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

104-1983 Columbia Ave, Castlegar, Britis...

Phone Number

(250) 365-0099

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About inWealth Financial

InWealth Financial, operating under iA Private Wealth, specializes in comprehensive personal wealth planning, offering services such as retirement planning, estate planning, tax planning, investment management, risk management, and education planning. They prioritize unbiased advice, collaboration, and transparency to help clients achieve their financial goals. The firm is dedicated to providing a personalized client experience, ensuring that each wealth plan is tailored to individual needs. Their target clients include individuals seeking to secure their financial future and manage their investments effectively.Explore more
inWealth Financial's Social MediaPopular SearchesinWealth FinancialSIC Code 62,628NAICS Code 52,523Show more

inWealth Financial Org Chart

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DM
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Investment Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

inWealth Financial

<$5M
1-10
Private
-
-
DM
Daryl MargerisonInvestment Advisor
<$5M
11-50
Private
-
2015
JM
Jennifer MassieAdministrative Assistant
<$5M
1-10
Private
-
1990
BS
Brad SpryFinancial Advisor
<$5M
1-10
Private
-
-
KR
Kevin RamberranManager, Business
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
JG
Jessica GeeSupport Advisor & Associate
<$5M
1-10
Private
-
-
CM
Christine MaguireOperational Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

inWealth Financial Tech Stack

A closer look at the technologies used by inWealth Financial

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Frequently Asked Questions Regarding inWealth Financial

What is inWealth Financial's official website?
inWealth Financial's official website is www.inwealth.ca
What is inWealth Financial's Revenue?
inWealth Financial's revenue is <$5 Million
What is inWealth Financial's SIC code?
inWealth Financial's SIC: 62,628
What is inWealth Financial's NAICS code?
inWealth Financial's NAICS: 52,523
How many employees does inWealth Financial have?
inWealth Financial has 1-10 employees
What industry does inWealth Financial belong to?
inWealth Financial is in the industry of: Finance, Securities Trading
What is inWealth Financial competition?
inWealth Financial top competitors include: Hunt Group Private Wealth, Assante Capital Management, Grand River Financial Solutions, Paul Kalmin
What technology does inWealth Financial use?
Some of the popular technologies that inWealth Financial uses are: WordPress.org, PHP, Proofpoint, Sucuri WAF
How do I contact inWealth Financial?
inWealth Financial contact info: Phone number: (250) 365-0099 Website: www.inwealth.ca
What does inWealth Financial do?

InWealth Financial, operating under iA Private Wealth, specializes in comprehensive personal wealth planning, offering services such as retirement planning, estate planning, tax planning, investment management, risk management, and education planning. They prioritize unbiased advice, collaboration, and transparency to help clients achieve their fin... ancial goals. The firm is dedicated to providing a personalized client experience, ensuring that each wealth plan is tailored to individual needs. Their target clients include individuals seeking to secure their financial future and manage their investments effectively.Read More

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

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