Make A Plan Financial

Insurance · Canada · 11-50 Employees

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Overview

Headquarters

110 Didsbury Rd Unit 215, Kanata, Ontari...

Phone Number

(613) 762-5300

Revenue

<$5 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Make A Plan Financial

Make A Plan Financial is a family-run business with over 40 years of experience in insurance and investment services. They offer a wide range of products including life and health insurance, travel insurance, employee benefits, and various savings and investment options. The company serves clients in Ontario and British Columbia, focusing on personalized recommendations to meet individual needs. Their knowledgeable advisors, Andy and Emily, are dedicated to helping clients protect their assets and achieve their financial goals.Explore more
Popular SearchesMake A Plan FinancialSIC Code 64,641NAICS Code 52,524Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Make A Plan Financial

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
RS
Robert SwanCfp Certified Financial Investment Planner & Representative
<$5M
1-10
Private
-
-
SL
Shea LacyCustomer Service Representative
<$5M
1-10
Private
-
2020
N/A
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Make A Plan Financial is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Make A Plan Financial is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Make A Plan Financial.

Make A Plan Financial Tech Stack

A closer look at the technologies used by Make A Plan Financial

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Frequently Asked Questions Regarding Make A Plan Financial

What is Make A Plan Financial's official website?
Make A Plan Financial's official website is www.makeaplanfinancial.ca
What is Make A Plan Financial's Revenue?
Make A Plan Financial's revenue is <$5 Million
What is Make A Plan Financial's SIC code?
Make A Plan Financial's SIC: 64,641
What is Make A Plan Financial's NAICS code?
Make A Plan Financial's NAICS: 52,524
How many employees does Make A Plan Financial have?
Make A Plan Financial has 11-50 employees
What industry does Make A Plan Financial belong to?
Make A Plan Financial is in the industry of: Insurance, Finance, Securities Trading
What is Make A Plan Financial competition?
Make A Plan Financial top competitors include: Chazz Financial Inc., Kapur Financial Group, Swan Financial Concepts, Matthew Patafie
What technology does Make A Plan Financial use?
Some of the popular technologies that Make A Plan Financial uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact Make A Plan Financial?
Make A Plan Financial contact info: Phone number: (613) 762-5300 Website: www.makeaplanfinancial.ca
What does Make A Plan Financial do?

Make A Plan Financial is a family-run business with over 40 years of experience in insurance and investment services. They offer a wide range of products including life and health insurance, travel insurance, employee benefits, and various savings and investment options. The company serves clients in Ontario and British Columbia, focusing on person... alized recommendations to meet individual needs. Their knowledgeable advisors, Andy and Emily, are dedicated to helping clients protect their assets and achieve their financial goals.Read More

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

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