MaxWealth Financial Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

19978 72nd Ave Ste 202 /, Langley, Briti...

Phone Number

(604) 514-5305

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Jun
ZI Rank
1
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About MaxWealth Financial Management

MaxWealth Financial Management, located in Langley, BC, offers a range of financial services including investment banking, portfolio management, financial planning, and risk management. The company caters to business owners, retirees, families, and individuals, providing personalized guidance and comprehensive planning to help clients achieve their financial goals. Their disciplined approach focuses on long-term strategies and analytical insights to manage market risks and identify investment opportunities. MaxWealth is committed to nurturing wealth and ensuring that clients' financial plans remain aligned with their evolving needs.Explore more
Popular SearchesMaxWealth Financial ManagementRaymond James LtdSIC Code 62,628NAICS Code 52,523Show more

MaxWealth Financial Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MaxWealth Financial Manag...

<$5M
1-10
Private
-
-
SH
Shannon HomfeldBranch Administrator
$5.1M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
SL
Sharon Lynne-MateiPcg At Raymond James Ltd 1 & 2002 Senior Financial Advisor
<$5M
1-10
Private
-
-
NL
Neil LinsdellVice President Head of Investment Strategy
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
PM
Peter MazzoniFinancial Advisor & Associate Portfolio Manager
<$5M
1-10
Private
-
-
SM
Sandra MenziesVice President, Assistant Branch Manager and Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

MaxWealth Financial Management Tech Stack

A closer look at the technologies used by MaxWealth Financial Management

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Frequently Asked Questions Regarding MaxWealth Financial Management

What is MaxWealth Financial Management's official website?
MaxWealth Financial Management's official website is www.maxwealthfinancial.ca
What is MaxWealth Financial Management's Revenue?
MaxWealth Financial Management's revenue is <$5 Million
What is MaxWealth Financial Management's SIC code?
MaxWealth Financial Management's SIC: 62,628
What is MaxWealth Financial Management's NAICS code?
MaxWealth Financial Management's NAICS: 52,523
How many employees does MaxWealth Financial Management have?
MaxWealth Financial Management has 1-10 employees
What industry does MaxWealth Financial Management belong to?
MaxWealth Financial Management is in the industry of: Finance, Securities Trading
What is MaxWealth Financial Management competition?
MaxWealth Financial Management top competitors include: Raymond James, Bird Moore Advisory Group, Averbuch Wealth Management, Dividend Value Partners
What technology does MaxWealth Financial Management use?
Some of the popular technologies that MaxWealth Financial Management uses are: Ruxit, YouTube, Vimeo, Google Tag Manager
How do I contact MaxWealth Financial Management?
MaxWealth Financial Management contact info: Phone number: (604) 514-5305 Website: www.maxwealthfinancial.ca
What does MaxWealth Financial Management do?

MaxWealth Financial Management, located in Langley, BC, offers a range of financial services including investment banking, portfolio management, financial planning, and risk management. The company caters to business owners, retirees, families, and individuals, providing personalized guidance and comprehensive planning to help clients achieve their... financial goals. Their disciplined approach focuses on long-term strategies and analytical insights to manage market risks and identify investment opportunities. MaxWealth is committed to nurturing wealth and ensuring that clients' financial plans remain aligned with their evolving needs.Read More

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

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