June

Finance · Canada · 1-10 Employees

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Overview

Headquarters

Canada

Revenue

<$5 Million

Industry

Finance Securities Trading

About June

While on maternity leave from my position as a capital markets specialist, I completed my Chartered Financial Analyst designation and began providing investment advice. Thats when the light went on! Ultimately I set out on a path that would lead me to create an investment advisory firm, that grew to more than $5 billion in assets under advisement from 2014 to 2012. I created a solution for wealthy investors to develop, execute and monitor their own unique strategies - I3 Advisors Inc. ~ Information ~ Innovation ~ Independence. An American bank purchased this business and continues to operate it as their wealth management footprint in Canada. Since I left the business in 2012, many people have asked me, How would you execute this type of service for ALL investors? This website is my response: A complementary solution for any type of investor regardless of what stage of life or level of prosperity; A down-to-earth solution enabling YOU to TAKE CARE of your wealth and empower your indepenRead more
June's Social MediaSIC Code 62,628NAICS Code 52,523Show more

June Org Chart

PhoneEmail
BK
Canada flag for contact location.

Fund Administrator

PhoneEmail
JN
Canada flag for contact location.

Partner

PhoneEmail
FN
Canada flag for contact location.

Operations & Research Partner

PhoneEmail
Sd
Canada flag for contact location.

Senior Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

June

<$5M
1-10
Private
-
2014
BK
Bonnie KirkFund Administrator
$6.7M
11-50
Private
-
1985
N/A
$6M
11-50
Private
-
2007
Dale Hawthorn, President & Co-Chief Executive Officer at Bcv Asset Management
Dale HawthornPresident & Co-CEO
<$5M
11-50
Private
-
1991
ZL
Zhanhua LiaoAssistant Branch Manager
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
1-10
Private
-
2004
Pd
Paul de SousaWealth Management, Sales & Development Head
<$5M
1-10
Private
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N/A
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June Tech Stack

A closer look at the technologies used by June

Top Finance Companies

Frequently Asked Questions Regarding June

What is June's official website?
June's official website is www.juneinc.ca
What is June's Revenue?
June's revenue is <$5 Million
What is June's SIC code?
June's SIC: 62,628
What is June's NAICS code?
June's NAICS: 52,523
How many employees does June have?
June has 1-10 employees
What industry does June belong to?
June is in the industry of: Finance, Securities Trading
What is June competition?
June top competitors include: Bcv Asset Management, Provisus Wealth Management, Sightline Wealth Management, GF Securities
What companies has June acquired?
June has acquired the companies: June
What technology does June use?
Some of the popular technologies that June uses are: WordPress.org, PHP, Google Universal Analytics, Google Font API
What does June do?

While on maternity leave from my position as a capital markets specialist, I completed my Chartered Financial Analyst designation and began providing investment advice. Thats when the light went on! Ultimately I set out on a path that would lead me to create an investment advisory firm, that grew to more than $5 billion in assets under advisement f... rom 2014 to 2012. I created a solution for wealthy investors to develop, execute and monitor their own unique strategies - I3 Advisors Inc. ~ Information ~ Innovation ~ Independence. An American bank purchased this business and continues to operate it as their wealth management footprint in Canada. Since I left the business in 2012, many people have asked me, How would you execute this type of service for ALL investors? This website is my response: A complementary solution for any type of investor regardless of what stage of life or level of prosperity; A down-to-earth solution enabling YOU to TAKE CARE of your wealth and empower your independent investment thinking. After leaving I3 Advisors, I established June Inc. in 2014 as a boutique to personally take care of a few wealthy families. I developed June Inc Online as a way to communicate to a wider audience the importance of independent thought and analysis for a successful portfolio strategy. I like to say that people know how to make money, my job is to help them take care of the money they have made.Read More

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

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