Ivory Planning Group

Finance · Canada · 1-10 Employees

View Company Info for Free

Overview

Headquarters

9084 Glover Rd Unit 210, Keremeos, Briti...

Phone Number

(778) 298-8994

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Ivory Planning Group

Ivory Planning Group is a financial planning and wealth management firm located in Fort Langley, BC, serving clients across British Columbia, Alberta, Ontario, and New Brunswick. They offer a comprehensive range of services including financial planning, investment management, accounting, and tax advice, tailored specifically for successful business owners and established families. The firm prides itself on providing integrated financial solutions that allow clients to manage, organize, and build their wealth with confidence. With a dedicated team of specialists, Ivory Planning Group aims to ensure that all aspects of their clients' financial affairs are handled with care and expertise.Explore more
Ivory Planning Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Ivory Planning Group Org Chart

PhoneEmail
CS
Canada flag for contact location.

Client Service Manager

PhoneEmail
KG
Canada flag for contact location.

Bookkeeping Manager

PhoneEmail
JS
Canada flag for contact location.

Manager, Accounting

PhoneEmail
Ad
Canada flag for contact location.

Team Member

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Ivory Planning Group

Compare insights from companies similar to Ivory Planning Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ivory Planning Group

<$5M
1-10
Private
-
2012
CS
Craig Shae-LynneClient Service Manager
<$5M
11-50
Private
-
2013
AP
Arlene PurpuraWealth Administrator
Illustration of an envelope

Ivory Planning Group Tech Stack

A closer look at the technologies used by Ivory Planning Group

Top Finance Companies

Frequently Asked Questions Regarding Ivory Planning Group

What is Ivory Planning Group's official website?
Ivory Planning Group's official website is www.ivoryplanninggroup.ca
What is Ivory Planning Group's Revenue?
Ivory Planning Group's revenue is <$5 Million
What is Ivory Planning Group's SIC code?
Ivory Planning Group's SIC: 62,628
What is Ivory Planning Group's NAICS code?
Ivory Planning Group's NAICS: 52,523
How many employees does Ivory Planning Group have?
Ivory Planning Group has 1-10 employees
What industry does Ivory Planning Group belong to?
Ivory Planning Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Ivory Planning Group competition?
Ivory Planning Group top competitors include: White LeBlanc Wealth Planners
What technology does Ivory Planning Group use?
Some of the popular technologies that Ivory Planning Group uses are: Cloudflare Rocket Loader, WooCommerce, WordPress.org, PHP
How do I contact Ivory Planning Group?
Ivory Planning Group contact info: Phone number: (778) 298-8994 Website: www.ivoryplanninggroup.ca
What does Ivory Planning Group do?

Ivory Planning Group is a financial planning and wealth management firm located in Fort Langley, BC, serving clients across British Columbia, Alberta, Ontario, and New Brunswick. They offer a comprehensive range of services including financial planning, investment management, accounting, and tax advice, tailored specifically for successful business... owners and established families. The firm prides itself on providing integrated financial solutions that allow clients to manage, organize, and build their wealth with confidence. With a dedicated team of specialists, Ivory Planning Group aims to ensure that all aspects of their clients' financial affairs are handled with care and expertise.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.