Palladin Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

184 Lisgar St, Ottawa, Ontario, K2P 0C4,...

Phone Number

(613) 233-5757

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Palladin Wealth Management

Palladin Wealth Management specializes in fee-based portfolio management, offering services such as planning and goal setting, private portfolio management, and reporting and monitoring. The company provides mutual funds and segregated funds through Worldsource Financial Management Inc. Their intended clients include individuals seeking professional management of their investment portfolios. Palladin Wealth Management aims to assist clients in achieving their financial goals through tailored investment strategies.Explore more
Popular SearchesPalladin Wealth ManagementPalladin WealthSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Palladin Wealth Managemen...

<$5M
11-50
Private
-
-
N/A
$13.8M
11-50
Private
-
1998
$13.5M
11-50
Private
-
2009
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
<$5M
11-50
Private
-
2021
KI
Kim IrvingManager, Operations & Insurance Advisor
<$5M
11-50
Private
-
-
SS
Sean StraughanCertified Financial Planner & Professional
<$5M
11-50
Private
-
-
FM
Frank MiemiecVice President - Senior Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Palladin Wealth Management Tech Stack

A closer look at the technologies used by Palladin Wealth Management

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Frequently Asked Questions Regarding Palladin Wealth Management

What is Palladin Wealth Management's official website?
Palladin Wealth Management's official website is www.palladinwealth.com
What is Palladin Wealth Management's Revenue?
Palladin Wealth Management's revenue is <$5 Million
What is Palladin Wealth Management's SIC code?
Palladin Wealth Management's SIC: 62,628
What is Palladin Wealth Management's NAICS code?
Palladin Wealth Management's NAICS: 52,523
How many employees does Palladin Wealth Management have?
Palladin Wealth Management has 11-50 employees
What industry does Palladin Wealth Management belong to?
Palladin Wealth Management is in the industry of: Finance, Securities Trading
What is Palladin Wealth Management competition?
Palladin Wealth Management top competitors include: Straughan A Sean - Niagara Wealth, Renaissance Investments, Page and Associates, First Wealth Advisors
What technology does Palladin Wealth Management use?
Some of the popular technologies that Palladin Wealth Management uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Palladin Wealth Management?
Palladin Wealth Management contact info: Phone number: (613) 233-5757 Website: www.palladinwealth.com
What does Palladin Wealth Management do?

Palladin Wealth Management specializes in fee-based portfolio management, offering services such as planning and goal setting, private portfolio management, and reporting and monitoring. The company provides mutual funds and segregated funds through Worldsource Financial Management Inc. Their intended clients include individuals seeking professiona... l management of their investment portfolios. Palladin Wealth Management aims to assist clients in achieving their financial goals through tailored investment strategies.Read More

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

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