Retire First

Finance · Canada · 11-50 Employees

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Overview

Headquarters

suite 101-4610 49th Ave, Red Deer, Alber...

Phone Number

(877) 314-5553

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Retire First

Retire First Ltd is a full-service brokerage firm based in Red Deer, Alberta, specializing in active financial management and personalized investment strategies. The company focuses on building tailored investment portfolios for clients, emphasizing growth at a reasonable price while avoiding high Management Expense Ratios associated with mutual funds. Their services include portfolio management, foreign exchange, and GICs, aimed at helping clients achieve their unique financial goals. Retire First is committed to integrity and quality advice, fostering long-term relationships with clients.Explore more
Retire First's Social MediaPopular SearchesRetire First LtdSIC Code 62,628NAICS Code 52,523Show more

Retire First Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Retire First

<$5M
11-50
Private
-
-
CO
Carsten OlsenVice President
$13.8M
11-50
Private
-
1998
OK
Oscar KazokaManaging Director
$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
$5.2M
1-10
Private
-
2005
AS
Adrie ScottManager, Branch Administration & Special Projects
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2014
LC
Lucienne CroghanDirector, Sales & Training
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Retire First is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Retire First Tech Stack

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Frequently Asked Questions Regarding Retire First

What is Retire First's official website?
Retire First's official website is www.retirefirst.com
What is Retire First's Revenue?
Retire First's revenue is <$5 Million
What is Retire First's SIC code?
Retire First's SIC: 62,628
What is Retire First's NAICS code?
Retire First's NAICS: 52,523
How many employees does Retire First have?
Retire First has 11-50 employees
What industry does Retire First belong to?
Retire First is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Retire First competition?
Retire First top competitors include: Provisus Wealth Management, Evolution Wealth Management Solutions, Stoller Wealth, Manulife Investment Management
What technology does Retire First use?
Some of the popular technologies that Retire First uses are: WordPress.org, PHP, Barracuda Networks, Google Font API
How do I contact Retire First?
Retire First contact info: Phone number: (877) 314-5553 Website: www.retirefirst.com
What does Retire First do?

Retire First Ltd is a full-service brokerage firm based in Red Deer, Alberta, specializing in active financial management and personalized investment strategies. The company focuses on building tailored investment portfolios for clients, emphasizing growth at a reasonable price while avoiding high Management Expense Ratios associated with mutual fu... nds. Their services include portfolio management, foreign exchange, and GICs, aimed at helping clients achieve their unique financial goals. Retire First is committed to integrity and quality advice, fostering long-term relationships with clients.Read More

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

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