Precedence Private Wealth

Finance · Canada · 1-10 Employees

View Company Info for Free

Overview

Headquarters

230 22nd St E Ste 502, Saskatoon, Saskat...

Phone Number

(306) 657-5733

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
1
1
1
1

About Precedence Private Wealth

Precedence Private Wealth offers a comprehensive range of financial services including financial planning, tax advisory, estate planning, insurance, and mortgage strategies. Their team of Certified Financial Planners and Advisors focuses on maximizing wealth through personalized financial plans that address various aspects of clients' financial lives. They aim to provide tailored advice that goes beyond traditional investment management, ensuring clients make informed decisions about their financial futures. Targeting individuals and families seeking to enhance their financial well-being, Precedence emphasizes the importance of taking control of one's finances for long-term success.Explore more
Precedence Private Wealth's Social MediaPopular SearchesPrecedence Private WealthPrecedencePrecedence CapitalPrecedence Capital-Gravitas Securities IncPrecedence WealthSIC Code 62,628NAICS Code 52,523Show more

Precedence Private Wealth Org Chart

PhoneEmail
DB
Canada flag for contact location.

Financial Planning Associate

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
DM
Canada flag for contact location.

Financial Planner

PhoneEmail
TM
Canada flag for contact location.

Investment Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Precedence Private Wealth your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Precedence Private Wealth

Compare insights from companies similar to Precedence Private Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Precedence Private Wealth

<$5M
1-10
Private
-
2009
DB
Douglas BarrFinancial Planning Associate
$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
DL
David LoweFinancial Associate & Planner
<$5M
11-50
Private
-
2013
KK
Klaudio KalariManager, Tax
<$5M
11-50
Private
-
1994
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Precedence Private Wealth Tech Stack

A closer look at the technologies used by Precedence Private Wealth

Top Finance Companies

Frequently Asked Questions Regarding Precedence Private Wealth

What is Precedence Private Wealth's official website?
Precedence Private Wealth's official website is www.precedencewealth.com
What is Precedence Private Wealth's Revenue?
Precedence Private Wealth's revenue is <$5 Million
What is Precedence Private Wealth's SIC code?
Precedence Private Wealth's SIC: 62,628
What is Precedence Private Wealth's NAICS code?
Precedence Private Wealth's NAICS: 52,523
How many employees does Precedence Private Wealth have?
Precedence Private Wealth has 1-10 employees
What industry does Precedence Private Wealth belong to?
Precedence Private Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Precedence Private Wealth competition?
Precedence Private Wealth top competitors include: Rankin Rice Wealth Management, Physicians Wealth Advisory, Kerr Financial, White LeBlanc Wealth Planners
What technology does Precedence Private Wealth use?
Some of the popular technologies that Precedence Private Wealth uses are: Microsoft 365, Google Tag Manager, Amazon Web Hosting, Google Workspace
How do I contact Precedence Private Wealth?
Precedence Private Wealth contact info: Phone number: (306) 657-5733 Website: www.precedencewealth.com
What does Precedence Private Wealth do?

Precedence Private Wealth offers a comprehensive range of financial services including financial planning, tax advisory, estate planning, insurance, and mortgage strategies. Their team of Certified Financial Planners and Advisors focuses on maximizing wealth through personalized financial plans that address various aspects of clients' financial liv... es. They aim to provide tailored advice that goes beyond traditional investment management, ensuring clients make informed decisions about their financial futures. Targeting individuals and families seeking to enhance their financial well-being, Precedence emphasizes the importance of taking control of one's finances for long-term success.Read More

What are Precedence Private Wealth social media links?
Precedence Private Wealth Linkedin page Precedence Private Wealth Twitter page Precedence Private Wealth Facebook page
Is Precedence Private Wealth a public company?
Precedence Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Precedence Private Wealth

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.