Lakeshore Financial

Finance · Canada · 11-50 Employees

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Overview

Headquarters

2115 Novis Way, Burlington, Ontario, L7L...

Phone Number

(905) 331-2280

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Lakeshore Financial

Lakeshore Financial is a financial advisory firm based in Ontario that specializes in retirement planning, investment solutions, and estate and tax planning. They offer a range of services tailored to meet the specific needs of individuals and businesses, including insurance solutions and group benefits. The company aims to simplify financial decision-making for their clients by providing educated advice and personalized financial strategies. Their target clients include individuals at various life stages seeking financial assurance and businesses looking for competitive employee benefits.Explore more
Popular SearchesLakeshore FinancialLakeshorefinancialManulife Securities Insurance IncSIC Code 62,628NAICS Code 52,523Show more

Lakeshore Financial Org Chart

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NW
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Vice President

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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lakeshore Financial

$5.7M
11-50
Private
-
-
NW
Nicholas WismayerVice President
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
TH
Ted HannaLife Insurance Agent & Group Hanna Financial Inc Mutual Funds, Manulife Wealth Inc Representative
<$5M
1-10
Private
-
-
MJ
Michael JonesPresident & Life Insurance Representative & Senior M Jones Financial Services Inc & Mutual Funds, Manulife Wealth Inc Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RA
Rhett AbarquezSenior Advisor
<$5M
1-10
Private
-
-
SC
Stan CasarFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lakeshore Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Lakeshore Financial Tech Stack

A closer look at the technologies used by Lakeshore Financial

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Frequently Asked Questions Regarding Lakeshore Financial

What is Lakeshore Financial's official website?
Lakeshore Financial's official website is www.lakeshorefinancial.ca
What is Lakeshore Financial's Revenue?
Lakeshore Financial's revenue is $5.7 Million
What is Lakeshore Financial's SIC code?
Lakeshore Financial's SIC: 62,628
What is Lakeshore Financial's NAICS code?
Lakeshore Financial's NAICS: 52,523
How many employees does Lakeshore Financial have?
Lakeshore Financial has 11-50 employees
What industry does Lakeshore Financial belong to?
Lakeshore Financial is in the industry of: Finance, Securities Trading
What is Lakeshore Financial competition?
Lakeshore Financial top competitors include: Manulife Securities Insurance, Stan Casar, M Jones Financial Services, Hanna Financial Group
What technology does Lakeshore Financial use?
Some of the popular technologies that Lakeshore Financial uses are: reCAPTCHA, Google Font API, YouTube, Google Tag Manager
How do I contact Lakeshore Financial?
Lakeshore Financial contact info: Phone number: (905) 331-2280 Website: www.lakeshorefinancial.ca
What does Lakeshore Financial do?

Lakeshore Financial is a financial advisory firm based in Ontario that specializes in retirement planning, investment solutions, and estate and tax planning. They offer a range of services tailored to meet the specific needs of individuals and businesses, including insurance solutions and group benefits. The company aims to simplify financial decis... ion-making for their clients by providing educated advice and personalized financial strategies. Their target clients include individuals at various life stages seeking financial assurance and businesses looking for competitive employee benefits.Read More

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

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