Prudent Asset
Finance · Canada · 1-10 Employees
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Overview
Headquarters
235 Derry Rd W, Mississauga, Ontario, L5...Phone Number
(619) 476-7535Website
www.prudentasset.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
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Aug
ZI Rank
1
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1
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1
About Prudent Asset
Prudent Asset Management specializes in providing accounting and financial services tailored for dentists, doctors, and healthcare professionals. The company offers expertise in tax planning, estate retirement planning, and insurance strategies to help clients improve their financial success and efficiently manage their professional practices. Led by Devendra Sharma, a Chartered Professional Accountant and Certified Financial Planner, the firm combines financial planning with risk management and investment advice. Their services aim to accumulate assets and protect practices, catering primarily to clients in Ontario and the Greater Toronto Area.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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MH
Marcia HuntCertified Financial Planner & Chartered Financial Services Broker & Mortgage Broker
Company Profile Activity
Activity Insights
Prudent Asset is experiencing very low activity levels compared to other companies in the Finance sector.
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Prudent Asset is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prudent Asset.
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Prudent Asset Management specializes in providing accounting and financial services tailored for dentists, doctors, and healthcare professionals. The company offers expertise in tax planning, estate retirement planning, and insurance strategies to help clients improve their financial success and efficiently manage their professional practices. Led... Read More
