Mallard Wealth

Q: What is Mallard Wealth's official website?

Mallard Wealth's official website is www.mallardwealth.ca

Q: What is Mallard Wealth's Revenue?

Mallard Wealth's revenue is <$5 Million

Q: How many employees does Mallard Wealth have?

Mallard Wealth has 11-50 employees

Q: What industry does Mallard Wealth belong to?

Mallard Wealth is in the industry of: Finance , Securities Trading

Q: What technology does Mallard Wealth use?

Some of the popular technologies that Mallard Wealth uses are: Squarespace Online Stores, Adobe Typekit, Squarespace, Microsoft Dynamics 365 Business Central

Q: What does Mallard Wealth do?

Mallard Wealth Advisors is an independent financial advising firm headquartered in Saskatoon, Saskatchewan. Founded in 2000, the company provides integrated wealth management services to families and businesses throughout Western Canada. The firm delivers personalized and holistic financial plans focusing on tax efficient wealth accumulation and ri... sk mitigation. Its service offerings include retirement planning, investment planning, integrated tax planning, estate planning, risk management, and charitable giving strategies. These services are delivered through a team of wealth advisors and specialists who utilize an integrated approach to help clients achieve and sustain financial independence. Read More

Q: Is Mallard Wealth a public company?

Mallard Wealth is private company therefore does not currently have an official ticker symbol

Finance · Canada · 11-50 Employees

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Overview

Headquarters

123 2nd Ave S 600, Saskatoon, Saskatchew...

Website

www.mallardwealth.ca

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Mallard Wealth

Mallard Wealth Advisors is an independent financial advising firm headquartered in Saskatoon, Saskatchewan. Founded in 2000, the company provides integrated wealth management services to families and businesses throughout Western Canada. The firm delivers personalized and holistic financial plans focusing on tax efficient wealth accumulation and risk mitigation. Its service offerings include retirement planning, investment planning, integrated tax planning, estate planning, risk management, and charitable giving strategies. These services are delivered through a team of wealth advisors and specialists who utilize an integrated approach to help clients achieve and sustain financial independence.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Mallard Wealth Org Chart

Phone

Almira Erenea

Client Service Associate

Phone

Client Service Associate

Phone

Office Administrator

Phone

Wealth Advisor & Certified Financial Planner

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Certified Financial Planner

Phone

Cfp, R F P Wealth Advisor

Phone

Wealth Advisor

Phone

Clu Wealth Advisor

Phone

B Comm, Cfp Wealth Advisor

Phone

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Mallard Wealth Tech Stack

A closer look at the technologies used by Mallard Wealth

Squarespace Online Stores

Microsoft Dynamics 365 Business Cen...

Microsoft

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Frequently Asked Questions Regarding Mallard Wealth

What is Mallard Wealth's official website?

Mallard Wealth's official website is www.mallardwealth.ca

What is Mallard Wealth's Revenue?

Mallard Wealth's revenue is <$5 Million

What is Mallard Wealth's SIC code?

Mallard Wealth's SIC: 62,628

What is Mallard Wealth's NAICS code?

Mallard Wealth's NAICS: 52,523

How many employees does Mallard Wealth have?

Mallard Wealth has 11-50 employees

What industry does Mallard Wealth belong to?

Mallard Wealth is in the industry of: Finance, Securities Trading

What technology does Mallard Wealth use?

Some of the popular technologies that Mallard Wealth uses are: Squarespace Online Stores, Adobe Typekit, Squarespace, Microsoft Dynamics 365 Business Central

What does Mallard Wealth do?

Is Mallard Wealth a public company?

Mallard Wealth is private company therefore does not currently have an official ticker symbol

See more information about Mallard Wealth