Paul Thomas

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1 Blue Spring Dr Ste 401, Waterloo, Onta...

Phone Number

(519) 579-9246

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Paul Thomas

Marnoa Private Wealth Counsel is a premier cross-border financial advisor specializing in wealth management for high-net-worth individuals, families, and organizations. They offer a range of services including investment management, financial planning, and cross-border services tailored for Canadians living in the U.S. and Americans living in Canada. Their expertise ensures seamless coordination across complex tax and regulatory landscapes, helping clients protect and grow their legacies. Marnoa is committed to providing personalized financial solutions and exceptional service to meet the unique needs of their clients.Explore more
Popular SearchesPaul ThomasFinancial Management AdvisorPaul Thomas CFPSIC Code 62,628NAICS Code 52,523Show more

Paul Thomas Org Chart

PhoneEmail
CD
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Paul Thomas

<$5M
1-10
Private
-
-
CD
Christopher De SousaPortfolio Manager
<$5M
11-50
Private
-
-
N/A
<$5M
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Private
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1987
KD
Kaylee DittoMarketing Assistant
<$5M
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-
-
GK
Gerald KazanowskiFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Taivi Tayler, President & Certified Financial Planner at Tayler Insurance & Estate Planning
Taivi TaylerPresident & Certified Financial Planner
<$5M
1-10
Private
-
2009
RL
Renee LedwinkaExecutive Assistant
Illustration of an envelope

Company Profile Activity

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Activity Insights

Paul Thomas is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Paul Thomas Tech Stack

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Frequently Asked Questions Regarding Paul Thomas

What is Paul Thomas's official website?
Paul Thomas's official website is www.paulthomascfp.com
What is Paul Thomas's Revenue?
Paul Thomas's revenue is <$5 Million
What is Paul Thomas's SIC code?
Paul Thomas's SIC: 62,628
What is Paul Thomas's NAICS code?
Paul Thomas's NAICS: 52,523
How many employees does Paul Thomas have?
Paul Thomas has 1-10 employees
What industry does Paul Thomas belong to?
Paul Thomas is in the industry of: Finance, Securities Trading
What is Paul Thomas competition?
Paul Thomas top competitors include: Manulife Securities, Tayler Insurance & Estate Planning, Kaz Consulting Group, Manulife Securities Insurance
What technology does Paul Thomas use?
Some of the popular technologies that Paul Thomas uses are: Mailgun, Cloudflare Security, Cloudflare DNS
How do I contact Paul Thomas?
Paul Thomas contact info: Phone number: (519) 579-9246 Website: www.paulthomascfp.com
What does Paul Thomas do?

Marnoa Private Wealth Counsel is a premier cross-border financial advisor specializing in wealth management for high-net-worth individuals, families, and organizations. They offer a range of services including investment management, financial planning, and cross-border services tailored for Canadians living in the U.S. and Americans living in Canad... a. Their expertise ensures seamless coordination across complex tax and regulatory landscapes, helping clients protect and grow their legacies. Marnoa is committed to providing personalized financial solutions and exceptional service to meet the unique needs of their clients.Read More

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

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