Legacy Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

10655 Southport Rd SW Ste 225, Calgary, ...

Phone Number

(403) 203-0998

Revenue

$8.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Legacy Wealth Management

Legacy Wealth Management is a fully integrated financial planning and investment boutique, specializing in Total Wealthcare (TM). At Legacy Wealth Management & IPC Securities Corporation, we make a commitment to the families, businesses and individuals we partner with. Our focus is to provide strategies and solutions that are integral to your financial peace of mind, now and in future.Explore more
Legacy Wealth Management's Social MediaPopular SearchesLegacy Wealth Management IncLegacy Wealth ManagementLegacy Wealth Management - IPC Securities CorpIPC Securities CorpLegacy Wealth ManagementsSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Management Org Chart

PhoneEmail
JL
Canada flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Management

$8.4M
11-50
Private
-
-
JL
Jennifer LeungManager, Client Services
<$5M
11-50
Private
-
-
ST
Sarah ThompsonExecutive Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
AC
Amit ChatterjeeSenior VP, Client Services
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Wealth Management Tech Stack

A closer look at the technologies used by Legacy Wealth Management

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Frequently Asked Questions Regarding Legacy Wealth Management

What is Legacy Wealth Management's official website?
Legacy Wealth Management's official website is www.legacywealthmanagement.com
What is Legacy Wealth Management's Revenue?
Legacy Wealth Management's revenue is $8.4 Million
What is Legacy Wealth Management's SIC code?
Legacy Wealth Management's SIC: 62,628
What is Legacy Wealth Management's NAICS code?
Legacy Wealth Management's NAICS: 52,523
How many employees does Legacy Wealth Management have?
Legacy Wealth Management has 11-50 employees
What industry does Legacy Wealth Management belong to?
Legacy Wealth Management is in the industry of: Finance, Securities Trading
What is Legacy Wealth Management competition?
Legacy Wealth Management top competitors include: Abbott Wealth Management, Ted Twohey - Investment Planning Counsel, Investment Planning Counsel, Terry Blocksom - Investment Planning Counsel
What technology does Legacy Wealth Management use?
Some of the popular technologies that Legacy Wealth Management uses are: Google Universal Analytics, New Relic Browser, Adobe Typekit, Google Font API
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (403) 203-0998 Website: www.legacywealthmanagement.com
What does Legacy Wealth Management do?

Legacy Wealth Management is a fully integrated financial planning and investment boutique, specializing in Total Wealthcare (TM). At Legacy Wealth Management & IPC Securities Corporation, we make a commitment to the families, businesses and individuals we partner with. Our focus is to provide strategies and solutions that are integral to your finan... cial peace of mind, now and in future.Read More

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

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