Roy Group

Finance · Canada · 11-50 Employees

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Overview

Headquarters

1 Adelaide St E Fl 23, Toronto, Ontario,...

Phone Number

(780) 420-2294

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Roy Group

Roy Group Portfolio Management, a division of Scotia Wealth Management, specializes in investment management services tailored for conservative clients seeking tax-efficient income and capital appreciation. Their proven three-step process includes strategic wealth analysis, custom portfolio design, and fiduciary portfolio management, ensuring clients' interests are prioritized. The firm emphasizes transparency and accessibility, providing regular communication and reporting to keep clients informed. With a focus on lifelong guidance, they collaborate with clients and their external advisors to create comprehensive wealth management strategies.Explore more
Popular SearchesRoy GroupScotia Capital IncSIC Code 62,628NAICS Code 52,523Show more

Roy Group Org Chart

PhoneEmail
SM
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Senior Associate

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Investment Associate

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Senior Insurance Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Roy Group

$5M
11-50
Private
-
-
SM
Sarah McEachnieSenior Associate
<$5M
1-10
Private
-
1983
N/A
<$5M
1-10
Private
-
1956
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
DM
Deana MortonTax Specialist
<$5M
1-10
Private
-
2001
CM
Carl Malo-BouthilletteSenior Manager, Total Wealth Solutions
<$5M
1-10
Private
-
-
JP
Jason PolsinelliSenior Wealth Advisor & Portfolio Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Roy Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Roy Group Tech Stack

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Frequently Asked Questions Regarding Roy Group

What is Roy Group's official website?
Roy Group's official website is www.rgpm.ca
What is Roy Group's Revenue?
Roy Group's revenue is $5 Million
What is Roy Group's SIC code?
Roy Group's SIC: 62,628
What is Roy Group's NAICS code?
Roy Group's NAICS: 52,523
How many employees does Roy Group have?
Roy Group has 11-50 employees
What industry does Roy Group belong to?
Roy Group is in the industry of: Finance, Securities Trading
What is Roy Group competition?
Roy Group top competitors include: Tkachuk Advisory Group, Polsinelli Financial Advisory Group, THOMPSON, CARTER & ASSOCIATES, Wealth Advisory Services
What technology does Roy Group use?
Some of the popular technologies that Roy Group uses are: reCAPTCHA, PHP, Google Font API, Google Tag Manager
How do I contact Roy Group?
Roy Group contact info: Phone number: (780) 420-2294 Website: www.rgpm.ca
What does Roy Group do?

Roy Group Portfolio Management, a division of Scotia Wealth Management, specializes in investment management services tailored for conservative clients seeking tax-efficient income and capital appreciation. Their proven three-step process includes strategic wealth analysis, custom portfolio design, and fiduciary portfolio management, ensuring clien... ts' interests are prioritized. The firm emphasizes transparency and accessibility, providing regular communication and reporting to keep clients informed. With a focus on lifelong guidance, they collaborate with clients and their external advisors to create comprehensive wealth management strategies.Read More

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

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