Platinum Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1478 Rd 1, London, Ontario, N6H 5L9, Can...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Platinum Wealth Management

Platinum Wealth Management Inc. is a full-service financial planning firm dedicated to providing comprehensive financial services tailored to professionals, retirees, and young families. They specialize in wealth accumulation, financial stability through insurance products, and strategic financial planning to navigate various life stages. The company emphasizes personalized care and lasting partnerships, ensuring that each client's unique needs are understood and met. Their holistic approach encompasses investments, insurance, retirement planning, and estate preparation, aiming to secure clients' financial futures.Explore more
Popular SearchesPlatinum Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Platinum Wealth Management Org Chart

PhoneEmail
JB
Canada flag for contact location.

BA, QAFP Professional

PhoneEmail
DM
Canada flag for contact location.

Financial Advisor

PhoneEmail
JV
Canada flag for contact location.

Financial Advisor

PhoneEmail
PM
Canada flag for contact location.

Account Executive

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Platinum Wealth Managemen...

<$5M
1-10
Private
<$5M
2016
JB
Jason BorbathBA, QAFP Professional
<$5M
11-50
Private
-
-
AD
Alfred DyckCertified Financial Planner
<$5M
11-50
Private
-
1999
TR
Taylor RaeManager, Marketing & Administrative Support
<$5M
1-10
Private
-
-
IS
Ian SangharaBba, Cphr Senior Manager, Operations
<$5M
1-10
Private
-
1981
PD
Paul Di RinaldoInvestment Representative
<$5M
1-10
Private
-
-
LL
Leonard LamarshInsurance Broker
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Platinum Wealth Management financials insights

Gather financial insights about Platinum Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$79K

See All Platinum Wealth Management's Financials Insights

Platinum Wealth Management Tech Stack

A closer look at the technologies used by Platinum Wealth Management

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Frequently Asked Questions Regarding Platinum Wealth Management

What is Platinum Wealth Management's official website?
Platinum Wealth Management's official website is www.platinumwealth.ca
What is Platinum Wealth Management's Revenue?
Platinum Wealth Management's revenue is <$5 Million
What is Platinum Wealth Management's SIC code?
Platinum Wealth Management's SIC: 62,628
What is Platinum Wealth Management's NAICS code?
Platinum Wealth Management's NAICS: 52,523
How many employees does Platinum Wealth Management have?
Platinum Wealth Management has 1-10 employees
What industry does Platinum Wealth Management belong to?
Platinum Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Platinum Wealth Management competition?
Platinum Wealth Management top competitors include: RDR Financial Services, Investment Planning Counsel, Buss Financial Group, A C Dyck Financial Services
What technology does Platinum Wealth Management use?
Some of the popular technologies that Platinum Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Adobe Typekit
What does Platinum Wealth Management do?

Platinum Wealth Management Inc. is a full-service financial planning firm dedicated to providing comprehensive financial services tailored to professionals, retirees, and young families. They specialize in wealth accumulation, financial stability through insurance products, and strategic financial planning to navigate various life stages. The compa... ny emphasizes personalized care and lasting partnerships, ensuring that each client's unique needs are understood and met. Their holistic approach encompasses investments, insurance, retirement planning, and estate preparation, aiming to secure clients' financial futures.Read More

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

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