Pathwise Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

30 Centurian Dr Suite 109, Markham, Onta...

Phone Number

(905) 882-5333

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 Pathwise Financial

Pathwise Financial specializes in helping clients achieve their financial goals through knowledge and trust. They offer services in retirement accumulation, tax-efficient income and growth, and estate planning, catering to individuals seeking to manage their financial futures effectively. With over 25 years of experience, the company emphasizes ethical practices, reliability, and a holistic approach to financial management. Their dedicated team is committed to providing superior service and maintaining strong client relationships.Explore more
Popular SearchesPathwise FinancialSIC Code 62,628NAICS Code 52,523Show more

Pathwise Financial Org Chart

PhoneEmail
AC
Canada flag for contact location.

Financial Advisor

PhoneEmail
RS
Canada flag for contact location.

Founder & Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pathwise Financial

<$5M
1-10
Private
-
-
AC
Aubrey CimringFinancial Advisor
$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
1-10
Private
-
2002
DB
Dana BoykoManaging Director & Chief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pathwise Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Pathwise Financial Tech Stack

A closer look at the technologies used by Pathwise Financial

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Frequently Asked Questions Regarding Pathwise Financial

What is Pathwise Financial's official website?
Pathwise Financial's official website is www.pathwisefinancial.ca
What is Pathwise Financial's Revenue?
Pathwise Financial's revenue is <$5 Million
What is Pathwise Financial's SIC code?
Pathwise Financial's SIC: 62,628
What is Pathwise Financial's NAICS code?
Pathwise Financial's NAICS: 52,523
How many employees does Pathwise Financial have?
Pathwise Financial has 1-10 employees
What industry does Pathwise Financial belong to?
Pathwise Financial is in the industry of: Finance, Securities Trading
What is Pathwise Financial competition?
Pathwise Financial top competitors include: BCU Wealth Management, Investment Planning Counsel, Dunphy Molloy & Associates, Evolution Wealth Management Solutions
What technology does Pathwise Financial use?
Some of the popular technologies that Pathwise Financial uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Pathwise Financial?
Pathwise Financial contact info: Phone number: (905) 882-5333 Website: www.pathwisefinancial.ca
What does Pathwise Financial do?

Pathwise Financial specializes in helping clients achieve their financial goals through knowledge and trust. They offer services in retirement accumulation, tax-efficient income and growth, and estate planning, catering to individuals seeking to manage their financial futures effectively. With over 25 years of experience, the company emphasizes eth... ical practices, reliability, and a holistic approach to financial management. Their dedicated team is committed to providing superior service and maintaining strong client relationships.Read More

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

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