LP Financial Planning Services

Finance · Canada · 11-50 Employees

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Overview

Headquarters

305 Broadway 1000, Winnipeg, Manitoba, R...

Phone Number

(204) 944-3770

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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About LP Financial Planning Services

LP Financial Planning Services Ltd. is a mutual fund dealer based in Winnipeg with over 30 years of financial expertise, dedicated to helping clients achieve their financial goals. The company offers personalized financial planning services, including investment advice, tax minimization strategies, and wealth protection. Their advisors work closely with families across Canada, providing clarity and transparency in financial matters. LP Financial aims to simplify finances and ensure clients are on track to meet their retirement and legacy objectives.Explore more
LP Financial Planning Services's Social MediaPopular SearchesLP Financial Planning Services LtdSIC Code 62,628NAICS Code 52,523Show more

LP Financial Planning Services Org Chart

PhoneEmail
JS
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Chief Operations Officer

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DP
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Chief Financial Officer

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AF
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Director, Strategic Initiatives

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LP Financial Planning Ser...

<$5M
11-50
Private
-
-
JS
Joe ShaskiChief Operations Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DM
Daman MilsomFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LP Financial Planning Services Tech Stack

A closer look at the technologies used by LP Financial Planning Services

LP Financial Planning Services News & Media

  • CapIntel and LP Financial Planning Services Ltd. Join Forces to Enhance Advisor Offering to Clients

    TORONTO--(BUSINESS WIRE)--CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors and LP Financial Planning Services Ltd (LP Financial), a mutual fund dealer, announced today a strategic partnership to leverage CapIntel’s intuitive technology to help advisors guide more data-driven conversations with their clients. With the increasing complexity of the financial markets, it has become more important than ever for adv
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Top Finance Companies

Frequently Asked Questions Regarding LP Financial Planning Services

What is LP Financial Planning Services's official website?
LP Financial Planning Services's official website is www.lpfinancial.ca
What is LP Financial Planning Services's Revenue?
LP Financial Planning Services's revenue is <$5 Million
What is LP Financial Planning Services's SIC code?
LP Financial Planning Services's SIC: 62,628
What is LP Financial Planning Services's NAICS code?
LP Financial Planning Services's NAICS: 52,523
How many employees does LP Financial Planning Services have?
LP Financial Planning Services has 11-50 employees
What industry does LP Financial Planning Services belong to?
LP Financial Planning Services is in the industry of: Finance, Securities Trading
What is LP Financial Planning Services competition?
LP Financial Planning Services top competitors include: Investment Planning Counsel, Dunphy Molloy & Associates, Investment Planning Counsel, Murray Milsom
What technology does LP Financial Planning Services use?
Some of the popular technologies that LP Financial Planning Services uses are: WordPress.org, PHP, Microsoft Azure, Google Font API
Who is the CFO of LP Financial Planning Services?
LP Financial Planning Services's CFO is Darren Pott
How do I contact LP Financial Planning Services?
LP Financial Planning Services contact info: Phone number: (204) 944-3770 Website: www.lpfinancial.ca
What does LP Financial Planning Services do?

LP Financial Planning Services Ltd. is a mutual fund dealer based in Winnipeg with over 30 years of financial expertise, dedicated to helping clients achieve their financial goals. The company offers personalized financial planning services, including investment advice, tax minimization strategies, and wealth protection. Their advisors work closely... with families across Canada, providing clarity and transparency in financial matters. LP Financial aims to simplify finances and ensure clients are on track to meet their retirement and legacy objectives.Read More

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

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