Myriad Private Wealth

Finance · Canada · 1-10 Employees

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Overview

Headquarters

474 Mcgill Ste 10, Montreal, Quebec, H2Y...

Phone Number

(514) 375-6195

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Myriad Private Wealth

Myriad Private Wealth is an independent family office that specializes in wealth management, tax planning, retirement planning, estate and insurance planning, and corporate planning for high-net-worth individuals and families. The firm aims to serve as a personal CFO, providing a centralized and integrated approach to managing clients' financial lives. With a team of trusted professionals, Myriad Private Wealth focuses on optimizing every aspect of wealth management, allowing clients to concentrate on their personal and business priorities. Their mission is to simplify and enhance the financial lives of successful individuals and families.Explore more
Myriad Private Wealth's Social MediaPopular SearchesMyriad Private WealthDavid Engel Wealth Protection IncJoseph AlfieJoseph Alfie, Investment AdvisorJoseph Alfie, Portfolio ManagerSIC Code 62,628NAICS Code 52,523Show more

Myriad Private Wealth Org Chart

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RP
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Executive Assistant

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JA
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Advisor

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JC
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Administrative Assistant

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MJ
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Administrative Assistant. Assistante Administ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Myriad Private Wealth

<$5M
1-10
Private
-
2005
RP
Renee PatrasExecutive Assistant
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
-
KR
Kevin RamberranManager, Business
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
<$5M
1-10
Private
-
-
JN
John NesterOwner and Financial Security Advisor
<$5M
1-10
Private
-
-
CM
Christine MaguireOperational Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Myriad Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Myriad Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Myriad Private Wealth.

Myriad Private Wealth Tech Stack

A closer look at the technologies used by Myriad Private Wealth

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Frequently Asked Questions Regarding Myriad Private Wealth

What is Myriad Private Wealth's official website?
Myriad Private Wealth's official website is www.myriadprivatewealth.com
What is Myriad Private Wealth's Revenue?
Myriad Private Wealth's revenue is <$5 Million
What is Myriad Private Wealth's SIC code?
Myriad Private Wealth's SIC: 62,628
What is Myriad Private Wealth's NAICS code?
Myriad Private Wealth's NAICS: 52,523
How many employees does Myriad Private Wealth have?
Myriad Private Wealth has 1-10 employees
What industry does Myriad Private Wealth belong to?
Myriad Private Wealth is in the industry of: Finance, Securities Trading
What is Myriad Private Wealth competition?
Myriad Private Wealth top competitors include: Assante Capital Management, Kudsia Leith Sanchez, Buss Financial Group, Hunt Group Private Wealth
What technology does Myriad Private Wealth use?
Some of the popular technologies that Myriad Private Wealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, Proofpoint
How do I contact Myriad Private Wealth?
Myriad Private Wealth contact info: Phone number: (514) 375-6195 Website: www.myriadprivatewealth.com
What does Myriad Private Wealth do?

Myriad Private Wealth is an independent family office that specializes in wealth management, tax planning, retirement planning, estate and insurance planning, and corporate planning for high-net-worth individuals and families. The firm aims to serve as a personal CFO, providing a centralized and integrated approach to managing clients' financial li... ves. With a team of trusted professionals, Myriad Private Wealth focuses on optimizing every aspect of wealth management, allowing clients to concentrate on their personal and business priorities. Their mission is to simplify and enhance the financial lives of successful individuals and families.Read More

What are Myriad Private Wealth social media links?
Myriad Private Wealth Facebook page
Is Myriad Private Wealth a public company?
Myriad Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Myriad Private Wealth

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