McGregor Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

307 Ontario Ave Suite 100, Saskatoon, Sa...

Phone Number

(949) 724-1768

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading

About McGregor Financial

McGregor Financial Inc. is a family-owned financial services firm that provides comprehensive financial planning, insurance, savings, investments, and retirement solutions. They cater to families, professionals, and business owners, helping clients take control of their finances and protect what matters most. The company emphasizes personalized service and understanding client goals, with a team of experienced financial advisors dedicated to guiding clients through their financial journeys. Their mission is to empower clients to achieve their dreams and secure their financial futures.Explore more
SIC Code 62,628NAICS Code 52,523Show more

McGregor Financial Org Chart

PhoneEmail
PH
Canada flag for contact location.

Client Account Specialist

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TG
Canada flag for contact location.

Financial Security Advisor

PhoneEmail
JE
Canada flag for contact location.

Financial Professional & Investment Advisor &...

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McGregor Financial

<$5M
1-10
Private
-
1990
PH
Phyllis HoffmanClient Account Specialist
<$5M
11-50
Private
<$5M
2023
Prateek Sodhi, Co-Founder & Chief Executive Officer at Finofo
Prateek SodhiCo-Founder & CEO
<$5M
1-10
Private
-
-
LI
Laura InfantinoExecutive Assistant
Illustration of an envelope

McGregor Financial Tech Stack

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Frequently Asked Questions Regarding McGregor Financial

What is McGregor Financial's official website?
McGregor Financial's official website is www.mcgregorfinancial.ca
What is McGregor Financial's Revenue?
McGregor Financial's revenue is <$5 Million
What is McGregor Financial's SIC code?
McGregor Financial's SIC: 62,628
What is McGregor Financial's NAICS code?
McGregor Financial's NAICS: 52,523
How many employees does McGregor Financial have?
McGregor Financial has 1-10 employees
What industry does McGregor Financial belong to?
McGregor Financial is in the industry of: Finance, Insurance, Securities Trading
What is McGregor Financial competition?
McGregor Financial top competitors include: Finofo, Aurora Tancock Financial Services
What technology does McGregor Financial use?
Some of the popular technologies that McGregor Financial uses are: Google Universal Analytics, New Relic Browser, Google Cloud Web Serving, Google Cloud Platform
How do I contact McGregor Financial?
McGregor Financial contact info: Phone number: (949) 724-1768 Website: www.mcgregorfinancial.ca
What does McGregor Financial do?

McGregor Financial Inc. is a family-owned financial services firm that provides comprehensive financial planning, insurance, savings, investments, and retirement solutions. They cater to families, professionals, and business owners, helping clients take control of their finances and protect what matters most. The company emphasizes personalized ser... vice and understanding client goals, with a team of experienced financial advisors dedicated to guiding clients through their financial journeys. Their mission is to empower clients to achieve their dreams and secure their financial futures.Read More

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

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