JML Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

625 Cochrane Dr Ste 600, Markham, Ontari...

Phone Number

(905) 513-8709

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About JML Wealth Management

JML Wealth Management Inc. is an independent financial consulting firm that offers a comprehensive range of financial services, leveraging over 35 years of expertise. The company is recognized in the industry, with professionals holding prestigious designations such as Chartered Life Underwriter and Chartered Financial Consultant. JML Wealth Management serves a diverse clientele, fluent in multiple languages including English, Cantonese, and Mandarin, and is dedicated to helping individuals secure their financial futures. Their services include life and health insurance, specifically focused on preparing clients for critical illnesses.Explore more
Popular SearchesJml Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

JML Wealth Management Org Chart

PhoneEmail
PL
Canada flag for contact location.

Co-Owner and Financial Strategist

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JML Wealth Management

<$5M
1-10
Private
-
-
PL
Peggy LiCo-Owner and Financial Strategist
<$5M
11-50
Private
-
2019
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JN
John NesterOwner and Financial Security Advisor
<$5M
1-10
Private
-
2010
SH
Sarah HobenManager, Operations
<$5M
1-10
Private
-
2018
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

JML Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

JML Wealth Management Tech Stack

A closer look at the technologies used by JML Wealth Management

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Frequently Asked Questions Regarding JML Wealth Management

What is JML Wealth Management's official website?
JML Wealth Management's official website is www.jmlwealthmanagement.com
What is JML Wealth Management's Revenue?
JML Wealth Management's revenue is <$5 Million
What is JML Wealth Management's SIC code?
JML Wealth Management's SIC: 62,628
What is JML Wealth Management's NAICS code?
JML Wealth Management's NAICS: 52,523
How many employees does JML Wealth Management have?
JML Wealth Management has 1-10 employees
What industry does JML Wealth Management belong to?
JML Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is JML Wealth Management competition?
JML Wealth Management top competitors include: Cherry Financial Services, Murphy Neil Financial Group, Legacy Private, Lakelse Financial Group
What technology does JML Wealth Management use?
Some of the popular technologies that JML Wealth Management uses are: Hostgator
How do I contact JML Wealth Management?
JML Wealth Management contact info: Phone number: (905) 513-8709 Website: www.jmlwealthmanagement.com
What does JML Wealth Management do?

JML Wealth Management Inc. is an independent financial consulting firm that offers a comprehensive range of financial services, leveraging over 35 years of expertise. The company is recognized in the industry, with professionals holding prestigious designations such as Chartered Life Underwriter and Chartered Financial Consultant. JML Wealth Manage... ment serves a diverse clientele, fluent in multiple languages including English, Cantonese, and Mandarin, and is dedicated to helping individuals secure their financial futures. Their services include life and health insurance, specifically focused on preparing clients for critical illnesses.Read More

Is JML Wealth Management a public company?
JML Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about JML Wealth Management

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