Prudent Financial

Insurance · Canada · 1-10 Employees

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Overview

Headquarters

12499 88th Ave 109, Surrey, British Colu...

Phone Number

(778) 892-3155

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Prudent Financial

Prudent Financial Inc. specializes in helping families and businesses develop well-advised risk management plans through careful planning and sensible advice. Their services include various types of insurance such as life, mortgage, critical illness, and travel insurance, as well as estate and succession planning. They cater to both individuals and business owners, providing customized solutions to protect and accumulate wealth. The company aims to offer peace of mind and financial security to its clients.Explore more
Popular SearchesPrudent Financial IncSIC Code 64,641NAICS Code 52,524Show more

Prudent Financial Org Chart

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GA
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prudent Financial

<$5M
1-10
Private
-
-
GA
Gurpreet AulakhFinancial Advisor
<$5M
1-10
Private
-
-
PL
Pat Landreth-SmithWealth Advisor & Portfolio Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SH
Sarah HalabiAdministrative Associate
<$5M
1-10
Private
-
-
SP
Sandra PerreaultInvestment Associate
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Prudent Financial is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Prudent Financial is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Prudent Financial.

Prudent Financial Tech Stack

A closer look at the technologies used by Prudent Financial

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Frequently Asked Questions Regarding Prudent Financial

What is Prudent Financial's official website?
Prudent Financial's official website is www.prudentfinancial.ca
What is Prudent Financial's Revenue?
Prudent Financial's revenue is <$5 Million
What is Prudent Financial's SIC code?
Prudent Financial's SIC: 64,641
What is Prudent Financial's NAICS code?
Prudent Financial's NAICS: 52,524
How many employees does Prudent Financial have?
Prudent Financial has 1-10 employees
What industry does Prudent Financial belong to?
Prudent Financial is in the industry of: Insurance
What is Prudent Financial competition?
Prudent Financial top competitors include: Investment Planning Counsel, Mattenley Group, The Miller Investment Management Group, Holohan Financial Group
What technology does Prudent Financial use?
Some of the popular technologies that Prudent Financial uses are: Microsoft 365, GoDaddy DNS, Google Workspace, DigitalOcean
How do I contact Prudent Financial?
Prudent Financial contact info: Phone number: (778) 892-3155 Website: www.prudentfinancial.ca
What does Prudent Financial do?

Prudent Financial Inc. specializes in helping families and businesses develop well-advised risk management plans through careful planning and sensible advice. Their services include various types of insurance such as life, mortgage, critical illness, and travel insurance, as well as estate and succession planning. They cater to both individuals and... business owners, providing customized solutions to protect and accumulate wealth. The company aims to offer peace of mind and financial security to its clients.Read More

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

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