Loft Wealth Management Group

Finance · Canada · 11-50 Employees

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Overview

Headquarters

88 Brock St E Unit A, Tillsonburg, Ontar...

Revenue

<$5 Million

Industry

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

About Loft Wealth Management Group

Loft Wealth Management Group Inc. is an independent financial advisory firm based in Canada, offering comprehensive wealth management and financial planning services tailored for individuals, families, and business owners. Their approach emphasizes personalized guidance without conflicts of interest, ensuring clients receive the best solutions for their unique financial situations. The firm prides itself on building long-term relationships and providing access to exclusive investment portfolios managed by established Canadian investment managers. With a team-based expertise model, Loft Wealth Management collaborates to create comprehensive financial plans that adapt to clients' evolving needs.Explore more
Loft Wealth Management Group's Social MediaPopular SearchesLoft Wealth Management Group IncLoft Wealth Management GroupSIC Code 62,628NAICS Code 52,523Show more

Loft Wealth Management Group Org Chart

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MT
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Director, Operations

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Executive Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Loft Wealth Management Gr...

<$5M
11-50
Private
-
-
MT
Marita TalbotDirector, Operations
<$5M
1-10
Private
-
1996
N/A
<$5M
11-50
Private
-
-
RM
Russ McEdwardsFinancial Planner
<$5M
1-10
Private
-
-
CS
Craig SimpsonFinancial Advisor
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Loft Wealth Management Group Tech Stack

A closer look at the technologies used by Loft Wealth Management Group

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Frequently Asked Questions Regarding Loft Wealth Management Group

What is Loft Wealth Management Group's official website?
Loft Wealth Management Group's official website is www.loftwmg.ca
What is Loft Wealth Management Group's Revenue?
Loft Wealth Management Group's revenue is <$5 Million
What is Loft Wealth Management Group's SIC code?
Loft Wealth Management Group's SIC: 62,628
What is Loft Wealth Management Group's NAICS code?
Loft Wealth Management Group's NAICS: 52,523
How many employees does Loft Wealth Management Group have?
Loft Wealth Management Group has 11-50 employees
What industry does Loft Wealth Management Group belong to?
Loft Wealth Management Group is in the industry of: Finance, Insurance, Securities Trading
What is Loft Wealth Management Group competition?
Loft Wealth Management Group top competitors include: British Columbia Chapter ISCEBS, The McEdwards Group, Navigo Financial Solutions, Personal Solutions Financial
What technology does Loft Wealth Management Group use?
Some of the popular technologies that Loft Wealth Management Group uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, New Relic Browser
What does Loft Wealth Management Group do?

Loft Wealth Management Group Inc. is an independent financial advisory firm based in Canada, offering comprehensive wealth management and financial planning services tailored for individuals, families, and business owners. Their approach emphasizes personalized guidance without conflicts of interest, ensuring clients receive the best solutions for... their unique financial situations. The firm prides itself on building long-term relationships and providing access to exclusive investment portfolios managed by established Canadian investment managers. With a team-based expertise model, Loft Wealth Management collaborates to create comprehensive financial plans that adapt to clients' evolving needs.Read More

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

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