Kleinburg Private Wealth

Finance · Canada · 11-50 Employees

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Overview

Headquarters

613 Liverpool Rd, Pickering, Ontario, L1...

Phone Number

(905) 492-4431

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Kleinburg Private Wealth

KPW Financial specializes in personalized financial planning, focusing on creating a Life Plan that aligns clients' finances with their goals, values, and lifestyle. Their dedicated team of specialists aims to help clients achieve financial freedom and security through tailored strategies and expert guidance. The company emphasizes the importance of a holistic approach to wealth, ensuring that every aspect of a client's life is considered in the financial planning process. KPW Financial serves individuals seeking clarity and confidence in their financial futures.Explore more
Kleinburg Private Wealth's Social MediaPopular SearchesKleinburg Private WealthCarte Wealth Management IncCosimopolitan Financial CorpKPW FinancialKPW Investments IncSIC Code 62,628NAICS Code 52,523Show more

Kleinburg Private Wealth Org Chart

PhoneEmail
RR
Canada flag for contact location.

Office Manager

PhoneEmail
KV
Canada flag for contact location.

Manager, Client Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kleinburg Private Wealth

$5.5M
11-50
Private
-
1979
RR
Rosy RagnoOffice Manager
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1989
Brian Lipskie, President & Chief Operating Officer at Rae & Lipskie Investment Counsel
Brian LipskiePresident & Chief Operating Officer
<$5M
11-50
Private
-
2001
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Kleinburg Private Wealth Tech Stack

A closer look at the technologies used by Kleinburg Private Wealth

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Frequently Asked Questions Regarding Kleinburg Private Wealth

What is Kleinburg Private Wealth's official website?
Kleinburg Private Wealth's official website is www.kpwfinancial.com
What is Kleinburg Private Wealth's Revenue?
Kleinburg Private Wealth's revenue is $5.5 Million
What is Kleinburg Private Wealth's SIC code?
Kleinburg Private Wealth's SIC: 62,628
What is Kleinburg Private Wealth's NAICS code?
Kleinburg Private Wealth's NAICS: 52,523
How many employees does Kleinburg Private Wealth have?
Kleinburg Private Wealth has 11-50 employees
What industry does Kleinburg Private Wealth belong to?
Kleinburg Private Wealth is in the industry of: Finance, Securities Trading
What is Kleinburg Private Wealth competition?
Kleinburg Private Wealth top competitors include: Investment Planning Counsel, Rae & Lipskie Investment Counsel, Investment Planning Counsel, Physicians Wealth Advisory
What technology does Kleinburg Private Wealth use?
Some of the popular technologies that Kleinburg Private Wealth uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, Microsoft Exchange Online
How do I contact Kleinburg Private Wealth?
Kleinburg Private Wealth contact info: Phone number: (905) 492-4431 Website: www.kpwfinancial.com
What does Kleinburg Private Wealth do?

KPW Financial specializes in personalized financial planning, focusing on creating a Life Plan that aligns clients' finances with their goals, values, and lifestyle. Their dedicated team of specialists aims to help clients achieve financial freedom and security through tailored strategies and expert guidance. The company emphasizes the importance o... f a holistic approach to wealth, ensuring that every aspect of a client's life is considered in the financial planning process. KPW Financial serves individuals seeking clarity and confidence in their financial futures.Read More

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

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