Relevance Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

4 Kingsgarden Rd, Etobicoke, Ontario, M8...

Phone Number

(647) 283-5650

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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About Relevance Wealth Management

Relevance Investments specializes in innovative investment strategies aimed at surpassing market performance. They offer active investment management, specialist-led portfolio strategies, and research-driven market insights to help clients achieve financial growth while managing risk. Their target clients include investors seeking tailored investment solutions and those interested in niche market opportunities. The company partners with expert fund managers to identify market inefficiencies and unlock unique growth opportunities.Explore more
Relevance Wealth Management's Social MediaPopular SearchesRelevance Wealth ManagementRelevance Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Relevance Wealth Management Org Chart

PhoneEmail
KP
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Relevance Wealth Manageme...

<$5M
1-10
Private
-
2019
KP
Keith PangretitschFounder & President
$19.6M
11-50
Private
-
-
ML
Marc LavoieDirector and Portfolio Manager
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
$6.7M
11-50
Private
-
1985
N/A
$6M
11-50
Private
-
2007
<$5M
1-10
Private
-
2007
KU
Krystian UrbanskiSenior Vice President, APM
<$5M
1-10
Private
-
-
SP
Shannon PineauExempt Market Dealing Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Relevance Wealth Management Tech Stack

A closer look at the technologies used by Relevance Wealth Management

Relevance Wealth Management News & Media

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Frequently Asked Questions Regarding Relevance Wealth Management

What is Relevance Wealth Management's official website?
Relevance Wealth Management's official website is www.relevancewealth.com
What is Relevance Wealth Management's Revenue?
Relevance Wealth Management's revenue is <$5 Million
What is Relevance Wealth Management's SIC code?
Relevance Wealth Management's SIC: 62,628
What is Relevance Wealth Management's NAICS code?
Relevance Wealth Management's NAICS: 52,523
How many employees does Relevance Wealth Management have?
Relevance Wealth Management has 1-10 employees
What industry does Relevance Wealth Management belong to?
Relevance Wealth Management is in the industry of: Finance, Securities Trading
What is Relevance Wealth Management competition?
Relevance Wealth Management top competitors include: Shannon Pineau, Desjardins Funds, Saxon Funds Management, Manulife Investment Management
What companies has Relevance Wealth Management acquired?
Relevance Wealth Management has acquired the companies: Relevance Wealth Management
What technology does Relevance Wealth Management use?
Some of the popular technologies that Relevance Wealth Management uses are: NS1, Squarespace Online Stores, Adobe Typekit, Google Workspace
How do I contact Relevance Wealth Management?
Relevance Wealth Management contact info: Phone number: (647) 283-5650 Website: www.relevancewealth.com
What does Relevance Wealth Management do?

Relevance Investments specializes in innovative investment strategies aimed at surpassing market performance. They offer active investment management, specialist-led portfolio strategies, and research-driven market insights to help clients achieve financial growth while managing risk. Their target clients include investors seeking tailored investme... nt solutions and those interested in niche market opportunities. The company partners with expert fund managers to identify market inefficiencies and unlock unique growth opportunities.Read More

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

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