Northstone Wealth & Estate

Finance · Canada · 11-50 Employees

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Overview

Headquarters

312 18 Crown Steel Dr, Markham, Ontario,...

Phone Number

(647) 260-2501

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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ZI Rank
1
1
1
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About Northstone Wealth & Estate

Northstone Wealth & Estate Management Inc. specializes in financial security planning, catering to clients who have surpassed basic needs and seek comprehensive financial lifestyle solutions. The company offers a wide range of services including investments, financial planning, estate planning, and insurance, tailored to meet the unique requirements of their clients. Their expertise extends to intergenerational money management, business succession planning, and philanthropic strategies. With a focus on clarity, simplicity, and creative solutions, Northstone Wealth aims to provide personalized financial strategies for successful individuals and businesses.Explore more
Northstone Wealth & Estate's Social MediaPopular SearchesNorthstone Wealth & EstateNorthstone Wealth & Estate Management IncNorthstone WealthNorthstone Wealth EstateNorthstone Wealth and Estate IncSIC Code 62,628NAICS Code 52,523Show more

Northstone Wealth & Estate Org Chart

PhoneEmail
SZ
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Marketing Communications & Client Relationshi...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Northstone Wealth & Estat...

<$5M
11-50
Private
-
2001
SZ
Sophia ZissopoulosMarketing Communications & Client Relationship Manager
<$5M
1-10
Private
-
-
SM
Shawn MonahanDirector and Financial Advisor
<$5M
1-10
Private
-
1984
LL
Lauren La BrieInsurance Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
NH
Nora HoSecretary Treasurer
<$5M
1-10
Private
-
2000
SB
Sarah BlakleyManager, Accounts
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Northstone Wealth & Estate is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Northstone Wealth & Estate Tech Stack

A closer look at the technologies used by Northstone Wealth & Estate

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Frequently Asked Questions Regarding Northstone Wealth & Estate

What is Northstone Wealth & Estate's official website?
Northstone Wealth & Estate's official website is www.northstonewealth.com
What is Northstone Wealth & Estate's Revenue?
Northstone Wealth & Estate's revenue is <$5 Million
What is Northstone Wealth & Estate's SIC code?
Northstone Wealth & Estate's SIC: 62,628
What is Northstone Wealth & Estate's NAICS code?
Northstone Wealth & Estate's NAICS: 52,523
How many employees does Northstone Wealth & Estate have?
Northstone Wealth & Estate has 11-50 employees
What industry does Northstone Wealth & Estate belong to?
Northstone Wealth & Estate is in the industry of: Finance, Insurance, Securities Trading
What is Northstone Wealth & Estate competition?
Northstone Wealth & Estate top competitors include: Buss Financial Group, Monahan Financial Planning Group, Buchholtz Financial Services, Code Financial
What technology does Northstone Wealth & Estate use?
Some of the popular technologies that Northstone Wealth & Estate uses are: Google Universal Analytics, Google Tag Manager, Linode, Google Workspace
How do I contact Northstone Wealth & Estate?
Northstone Wealth & Estate contact info: Phone number: (647) 260-2501 Website: www.northstonewealth.com
What does Northstone Wealth & Estate do?

Northstone Wealth & Estate Management Inc. specializes in financial security planning, catering to clients who have surpassed basic needs and seek comprehensive financial lifestyle solutions. The company offers a wide range of services including investments, financial planning, estate planning, and insurance, tailored to meet the unique requirement... s of their clients. Their expertise extends to intergenerational money management, business succession planning, and philanthropic strategies. With a focus on clarity, simplicity, and creative solutions, Northstone Wealth aims to provide personalized financial strategies for successful individuals and businesses.Read More

What are Northstone Wealth & Estate social media links?
Northstone Wealth & Estate Linkedin page Northstone Wealth & Estate Twitter page
Is Northstone Wealth & Estate a public company?
Northstone Wealth & Estate is private company therefore does not currently have an official ticker symbol
See more information about Northstone Wealth & Estate

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