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Planisource
Finance · Canada · 1-10 Employees
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Overview
Headquarters
395 Rue Samuel-De Champlain, Bouchervill...Phone Number
(514) 652-1522Website
www.planisource.comRevenue
<$5 MillionIndustry
About Planisource
Planisource is dedicated to creating value for families through a sustainable partnership based on a holistic, transparent, aligned, and dedicated approach. They assist families in ensuring that their wealth and values positively influence future generations through intergenerational strategic planning. Their services include comprehensive wealth management governance, financial planning, and support for family business transitions, all aimed at aligning strategies with family values. Planisource serves entrepreneurial families, providing a one-stop shop for all their planning needs.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Planisource
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
1994
CC
Claude CicconeVice-Président Conseiller En Assurance Et Rentes Collectives Conseiller En Sécurité Financière Représentant De Courtier En éPargne Collective
Planisource Tech Stack
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Planisource is dedicated to creating value for families through a sustainable partnership based on a holistic, transparent, aligned, and dedicated approach. They assist families in ensuring that their wealth and values positively influence future generations through intergenerational strategic planning. Their services include comprehensive wealth m... Read More
