Perri Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

2-1185 Queensway East, Mississauga, Onta...

Phone Number

(905) 282-1055

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Perri Wealth Management

Perri Wealth offers personalized financial advice and wealth management services tailored to individual client needs. They prioritize human-centered advice, providing flexibility in communication and planning methods, whether online or in-person. Their team, with over 25 years of experience, focuses on building engaged relationships to adapt financial plans according to client preferences. The company aims to empower clients with confidence in their financial future through customized strategies and ongoing support.Explore more
Popular SearchesPerri Wealth ManagementInvestment Planning Counsel IncSIC Code 62,628NAICS Code 52,523Show more

Perri Wealth Management Org Chart

PhoneEmail
JJ
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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Perri Wealth Management

<$5M
1-10
Private
-
-
JJ
Jack JiwaniOffice Manager
$5.1M
11-50
Private
-
-
TL
Tim LessardLicensed Assistant
<$5M
11-50
Private
-
-
GL
George LeclercFinancial Advisor
<$5M
1-10
Private
-
-
AZ
Anthony ZitzmannMutual Fund Dealer Representative
<$5M
1-10
Private
-
2014
JH
Jennifer HausmanClient Service Manager
<$5M
1-10
Private
-
1981
DL
Dean LewisFinancial Advisor
<$5M
1-10
Private
-
-
KM
Kyle MoirFinancial Planner
Illustration of an envelope

Company Profile Activity

i

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Low Activity

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Activity Insights

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

What does this means?

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

Perri Wealth Management Tech Stack

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Frequently Asked Questions Regarding Perri Wealth Management

What is Perri Wealth Management's official website?
Perri Wealth Management's official website is www.perriwealth.com
What is Perri Wealth Management's Revenue?
Perri Wealth Management's revenue is <$5 Million
What is Perri Wealth Management's SIC code?
Perri Wealth Management's SIC: 62,628
What is Perri Wealth Management's NAICS code?
Perri Wealth Management's NAICS: 52,523
How many employees does Perri Wealth Management have?
Perri Wealth Management has 1-10 employees
What industry does Perri Wealth Management belong to?
Perri Wealth Management is in the industry of: Finance, Securities Trading
What is Perri Wealth Management competition?
Perri Wealth Management top competitors include: Investment Planning Counsel, Investment Planning Counsel, Leclerc Financial Group, Heuchan/Moir Team - Investment Planning Counsel
What technology does Perri Wealth Management use?
Some of the popular technologies that Perri Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Adobe Typekit, Microsoft 365
How do I contact Perri Wealth Management?
Perri Wealth Management contact info: Phone number: (905) 282-1055 Website: www.perriwealth.com
What does Perri Wealth Management do?

Perri Wealth offers personalized financial advice and wealth management services tailored to individual client needs. They prioritize human-centered advice, providing flexibility in communication and planning methods, whether online or in-person. Their team, with over 25 years of experience, focuses on building engaged relationships to adapt financ... ial plans according to client preferences. The company aims to empower clients with confidence in their financial future through customized strategies and ongoing support.Read More

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

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