Pulse Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1701 Woodward Dr Suite LL24, Ottawa, Ont...

Phone Number

(613) 509-1180

Revenue

<$5 Million

Industry

Finance Media & Internet Securities Trading Data Collection & Internet Portals
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Pulse Wealth Management

Pulse Wealth Management is a financial advisory firm based in Ottawa, specializing in helping professionals, business owners, and their families achieve their financial goals through comprehensive planning. They offer tailored strategies for various life transitions, including retirement, separation, and business sales, ensuring clients receive personalized guidance that aligns with their values. The firm provides three main service packages: Full Planning Strategy, Retirement & Estate Optimization Strategy, and Financial Security Strategy, catering to diverse client needs. With a focus on clarity and confidence, Pulse Wealth aims to transform clients' financial dreams into reality.Explore more
Pulse Wealth Management's Social MediaPopular SearchesPulse Wealth ManagementPulse Wealth Management - Melany GoodhuePulse Wealth ManagmentWealth Management - Melany GoodhueWealth Management SpecialistsSIC Code 62,628NAICS Code 52,523Show more

Pulse Wealth Management Org Chart

PJ
Canada flag for contact location.

Chief Executive Officer

PhoneEmail
MG
Canada flag for contact location.

Founder & Certified Financial Planner

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pulse Wealth Management

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2015
<$5M
1-10
Private
-
-
DP
David PageCertified Financial Planner
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1991
RY
Robert YoungCertified Financial Planner
<$5M
1-10
Private
-
1995
RR
Robert RodgersCertified Financial Planner & Investment Fund Advisor
<$5M
1-10
Private
-
-
JN
John NesterOwner and Financial Security Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Pulse Wealth Management Tech Stack

A closer look at the technologies used by Pulse Wealth Management

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Frequently Asked Questions Regarding Pulse Wealth Management

What is Pulse Wealth Management's official website?
Pulse Wealth Management's official website is www.pulsewealth.ca
What is Pulse Wealth Management's Revenue?
Pulse Wealth Management's revenue is <$5 Million
What is Pulse Wealth Management's SIC code?
Pulse Wealth Management's SIC: 62,628
What is Pulse Wealth Management's NAICS code?
Pulse Wealth Management's NAICS: 52,523
How many employees does Pulse Wealth Management have?
Pulse Wealth Management has 1-10 employees
What industry does Pulse Wealth Management belong to?
Pulse Wealth Management is in the industry of: Finance, Media & Internet, Securities Trading
What is Pulse Wealth Management competition?
Pulse Wealth Management top competitors include: Stratego Financial, RoyByrns & Associates, Young Financial Group, Lakelse Financial Group
What technology does Pulse Wealth Management use?
Some of the popular technologies that Pulse Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Microsoft 365, Acuity Scheduling
How do I contact Pulse Wealth Management?
Pulse Wealth Management contact info: Phone number: (613) 509-1180 Website: www.pulsewealth.ca
What does Pulse Wealth Management do?

Pulse Wealth Management is a financial advisory firm based in Ottawa, specializing in helping professionals, business owners, and their families achieve their financial goals through comprehensive planning. They offer tailored strategies for various life transitions, including retirement, separation, and business sales, ensuring clients receive per... sonalized guidance that aligns with their values. The firm provides three main service packages: Full Planning Strategy, Retirement & Estate Optimization Strategy, and Financial Security Strategy, catering to diverse client needs. With a focus on clarity and confidence, Pulse Wealth aims to transform clients' financial dreams into reality.Read More

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

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