LifeGuide Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

10109 106 St NW, Edmonton, Alberta, T5J ...

Phone Number

(780) 702-5002

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About LifeGuide Financial

LifeGuide Financial specializes in wealth management and financial leadership aimed at high-achieving Albertans who prioritize the enduring impact of their legacies on family and community. With a focus on achievement, trust, independence, and sustainability, they partner with clients to ensure responsible stewardship of hard-earned wealth. Their comprehensive financial plans are designed to free clients from uncertainty, allowing them to focus on their personal goals and relationships. LifeGuide Financial empowers clients to delegate financial concerns, enabling them to live fulfilling lives.Explore more
LifeGuide Financial's Social MediaPopular SearchesLifeGuide FinancialLifeGuide Financial IncLifeGuide Financial ItLifeguidefinancialSIC Code 62,628NAICS Code 52,523Show more

LifeGuide Financial Org Chart

PhoneEmail
JM
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Office Manager

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LG
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LifeGuide Financial

<$5M
1-10
Private
-
1998
JM
Joanne MoretOffice Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2019
LO
Layne OakhartOwner, Financial Planner and Insurance Broker
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
2010
Jimmy Tate, President & Chief Executive Officer at Tate Financial
Jimmy TatePresident & CEO
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LifeGuide Financial Tech Stack

A closer look at the technologies used by LifeGuide Financial

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Frequently Asked Questions Regarding LifeGuide Financial

What is LifeGuide Financial's official website?
LifeGuide Financial's official website is www.lifeguidefinancial.com
What is LifeGuide Financial's Revenue?
LifeGuide Financial's revenue is <$5 Million
What is LifeGuide Financial's SIC code?
LifeGuide Financial's SIC: 62,628
What is LifeGuide Financial's NAICS code?
LifeGuide Financial's NAICS: 52,523
How many employees does LifeGuide Financial have?
LifeGuide Financial has 1-10 employees
What industry does LifeGuide Financial belong to?
LifeGuide Financial is in the industry of: Finance, Securities Trading
What is LifeGuide Financial competition?
LifeGuide Financial top competitors include: Truespect Wealth Management, Carney Lyster & Associates Private Wealth, Inner Circle Wealth Management, Driediger Wealth Planning
What technology does LifeGuide Financial use?
Some of the popular technologies that LifeGuide Financial uses are: Google Universal Analytics, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact LifeGuide Financial?
LifeGuide Financial contact info: Phone number: (780) 702-5002 Website: www.lifeguidefinancial.com
What does LifeGuide Financial do?

LifeGuide Financial specializes in wealth management and financial leadership aimed at high-achieving Albertans who prioritize the enduring impact of their legacies on family and community. With a focus on achievement, trust, independence, and sustainability, they partner with clients to ensure responsible stewardship of hard-earned wealth. Their c... omprehensive financial plans are designed to free clients from uncertainty, allowing them to focus on their personal goals and relationships. LifeGuide Financial empowers clients to delegate financial concerns, enabling them to live fulfilling lives.Read More

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

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