Ivory Planning Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

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

Phone Number

(778) 298-8994

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 Ivory Planning Group

Ivory Planning Group is a trusted financial planning and wealth management firm located in the Fraser Valley, offering a comprehensive range of services including financial planning, investment planning, accounting, and tax advice. The company specializes in serving successful business owners and established families, providing personalized financial strategies that adapt to their evolving needs. With an expert team that coordinates all aspects of clients' finances, Ivory Planning Group aims to facilitate financial peace and security for its clients. Their commitment to open communication and regular check-ins ensures that clients remain confident as they navigate the complexities of wealth management.Explore more
Ivory Planning Group's Social MediaPopular SearchesIvory Planning GroupIvory Accounting and Advisory ServicesSIC Code 62,628NAICS Code 52,523Show more

Ivory Planning Group Org Chart

PhoneEmail
KG
Canada flag for contact location.

Bookkeeping Manager

PhoneEmail
CS
Canada flag for contact location.

Client Service Manager

PhoneEmail
JS
Canada flag for contact location.

Manager, Accounting

PhoneEmail
Ad
Canada flag for contact location.

Team Member

PhoneEmail

PhoneEmail
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MT
Canada flag for contact location.

Senior Bookkeeper

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ivory Planning Group

<$5M
1-10
Private
-
2012
KG
Kim GulikerBookkeeping Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2013
KK
Klaudio KalariManager, Tax
<$5M
1-10
Private
-
2009
BM
Brian MooreFinancial Investment Security Advisor & Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Ivory Planning Group Tech Stack

A closer look at the technologies used by Ivory Planning Group

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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
What is Ivory Planning Group competition?
Ivory Planning Group top competitors include: Investment Planning Counsel, Physicians Wealth Advisory, White LeBlanc Wealth Planners, Calgary Financial Planner
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 trusted financial planning and wealth management firm located in the Fraser Valley, offering a comprehensive range of services including financial planning, investment planning, accounting, and tax advice. The company specializes in serving successful business owners and established families, providing personalized financi... al strategies that adapt to their evolving needs. With an expert team that coordinates all aspects of clients' finances, Ivory Planning Group aims to facilitate financial peace and security for its clients. Their commitment to open communication and regular check-ins ensures that clients remain confident as they navigate the complexities of wealth management.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

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