M&Z Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

101-1590 Bellevue Ave, Vancouver, Britis...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About M&Z Wealth Management

M&Z Wealth Management Inc. specializes in providing comprehensive wealth management services tailored for high-net-worth individuals, business owners, and families. Their offerings include customized financial planning, investment strategies, insurance solutions, and estate planning, all aimed at ensuring the sustainable growth and protection of clients' wealth. The company emphasizes a holistic approach to financial security, integrating lifestyle support and financial education to enhance the quality of life for families. With a team of industry experts, M&Z Wealth Management is committed to delivering personalized solutions that align with clients' long-term goals and family values.Explore more
Popular SearchesM&Z Wealth Management IncM Z Wealth Management IncM&Z WealthM&Z Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

M&Z Wealth Management Org Chart

AZ
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Chief Executive Officer

PhoneEmail
IC
Canada flag for contact location.

Manager, Operation Licensed Mutual Fund & Lif...

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HW
Canada flag for contact location.

Financial Security Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

M&Z Wealth Management

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
-
AZ
Ainsley ZapotichnyManager, Operations
<$5M
1-10
Private
-
-
NV
Nicole VallierNapanee Office Support Advisor & Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
WS
William ShewfeltCertified Financial Planner
<$5M
1-10
Private
-
-
BC
Bradley CohenFinancial Security Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

M&Z Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

M&Z Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about M&Z Wealth Management.

M&Z Wealth Management Tech Stack

A closer look at the technologies used by M&Z Wealth Management

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Frequently Asked Questions Regarding M&Z Wealth Management

What is M&Z Wealth Management's official website?
M&Z Wealth Management's official website is www.mzwealth.ca
What is M&Z Wealth Management's Revenue?
M&Z Wealth Management's revenue is <$5 Million
What is M&Z Wealth Management's SIC code?
M&Z Wealth Management's SIC: 62,628
What is M&Z Wealth Management's NAICS code?
M&Z Wealth Management's NAICS: 52,523
How many employees does M&Z Wealth Management have?
M&Z Wealth Management has 1-10 employees
What industry does M&Z Wealth Management belong to?
M&Z Wealth Management is in the industry of: Finance, Securities Trading
What is M&Z Wealth Management competition?
M&Z Wealth Management top competitors include: Shewfelt Financial, Freedom 55 Financial I've, L&A Financial, Freedom 55 Financial
What technology does M&Z Wealth Management use?
Some of the popular technologies that M&Z Wealth Management uses are: WooCommerce, WordPress.org, PHP, NS1
What does M&Z Wealth Management do?

M&Z Wealth Management Inc. specializes in providing comprehensive wealth management services tailored for high-net-worth individuals, business owners, and families. Their offerings include customized financial planning, investment strategies, insurance solutions, and estate planning, all aimed at ensuring the sustainable growth and protection of cl... ients' wealth. The company emphasizes a holistic approach to financial security, integrating lifestyle support and financial education to enhance the quality of life for families. With a team of industry experts, M&Z Wealth Management is committed to delivering personalized solutions that align with clients' long-term goals and family values.Read More

Is M&Z Wealth Management a public company?
M&Z Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about M&Z Wealth Management

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