KCCU Wealth Solutions

Finance · Canada · 11-50 Employees

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Overview

Headquarters

795 Gardiners Rd Unit 5, Kingston, Ontar...

Phone Number

(613) 507-1131

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
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1

About KCCU Wealth Solutions

KCCU Wealth Solutions is committed to enhancing the financial well-being of investors and the community through tailored financial planning, investment strategies, and insurance services. They focus on comprehensive financial management, including retirement, estate, and tax planning, to help clients achieve their financial goals. The company operates under the values of the co-operative movement and serves members of credit unions and their communities. KCCU Wealth Solutions is a program provided by Aviso Insurance Inc., ensuring a personalized approach to wealth management.Explore more
KCCU Wealth Solutions's Social MediaPopular SearchesKCCU Wealth SolutionsKCCU Wealth Solutions & Credential SecuritiesSIC Code 62,628NAICS Code 52,523Show more

KCCU Wealth Solutions Org Chart

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Insurance Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KCCU Wealth Solutions

<$5M
11-50
Private
-
-
AG
Anne GillisInsurance Representative
$7.8M
11-50
Private
-
2000
$6.6M
1-10
Private
-
-
NB
Nancy BernardoDirector, Client Services
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1991
RY
Robert YoungCertified Financial Planner
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
JN
John NesterOwner and Financial Security Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

KCCU Wealth Solutions Tech Stack

A closer look at the technologies used by KCCU Wealth Solutions

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Frequently Asked Questions Regarding KCCU Wealth Solutions

What is KCCU Wealth Solutions's official website?
KCCU Wealth Solutions's official website is www.kccuwealth.ca
What is KCCU Wealth Solutions's Revenue?
KCCU Wealth Solutions's revenue is <$5 Million
What is KCCU Wealth Solutions's SIC code?
KCCU Wealth Solutions's SIC: 62,628
What is KCCU Wealth Solutions's NAICS code?
KCCU Wealth Solutions's NAICS: 52,523
How many employees does KCCU Wealth Solutions have?
KCCU Wealth Solutions has 11-50 employees
What industry does KCCU Wealth Solutions belong to?
KCCU Wealth Solutions is in the industry of: Finance, Insurance, Securities Trading
What is KCCU Wealth Solutions competition?
KCCU Wealth Solutions top competitors include: Young Financial Group, WYVERSTONE PLANNING Group, Lakelse Financial Group, Sigurdson Financial Group
What technology does KCCU Wealth Solutions use?
Some of the popular technologies that KCCU Wealth Solutions uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
How do I contact KCCU Wealth Solutions?
KCCU Wealth Solutions contact info: Phone number: (613) 507-1131 Website: www.kccuwealth.ca
What does KCCU Wealth Solutions do?

KCCU Wealth Solutions is committed to enhancing the financial well-being of investors and the community through tailored financial planning, investment strategies, and insurance services. They focus on comprehensive financial management, including retirement, estate, and tax planning, to help clients achieve their financial goals. The company opera... tes under the values of the co-operative movement and serves members of credit unions and their communities. KCCU Wealth Solutions is a program provided by Aviso Insurance Inc., ensuring a personalized approach to wealth management.Read More

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

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