Sage Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

50 Coreslab Dr, Hamilton, Ontario, L9H 0...

Phone Number

(905) 690-5030

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Sage Financial

Sage Financial is a financial planning firm located in Burlington, Ontario, dedicated to helping families, business owners, and individuals achieve their financial goals through personalized investment and insurance services. With over 20 years of experience, they pride themselves on building strong, trust-based relationships with their clientele, often serving multiple generations of families. The firm offers tailored financial plans designed to meet clients' specific needs and lifestyles. Sage Financial is committed to ensuring the financial security of their clients through customized solutions.Explore more
Sage Financial's Social MediaPopular SearchesSage FinancialSagefinancialsagefinancialCASIC Code 62,628NAICS Code 52,523Show more

Sage Financial Org Chart

PhoneEmail
Dd
Canada flag for contact location.

Manager, Office & Administration

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sage Financial

<$5M
1-10
Private
-
-
Dd
Danielle deRichmondManager, Office & Administration
$5.3M
1-10
Private
-
1998
<$5M
11-50
Private
-
2015
JM
Jennifer MassieAdministrative Assistant
<$5M
11-50
Private
-
2003
AY
Adib YousofiCo-Founder & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
EJ
Elizabeth JonesExecutive Assistant
<$5M
1-10
Private
-
1974
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sage Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Sage Financial Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Sage Financial

What is Sage Financial's official website?
Sage Financial's official website is www.sagefinancial.ca
What is Sage Financial's Revenue?
Sage Financial's revenue is <$5 Million
What is Sage Financial's SIC code?
Sage Financial's SIC: 62,628
What is Sage Financial's NAICS code?
Sage Financial's NAICS: 52,523
How many employees does Sage Financial have?
Sage Financial has 1-10 employees
What industry does Sage Financial belong to?
Sage Financial is in the industry of: Finance, Insurance, Securities Trading
What is Sage Financial competition?
Sage Financial top competitors include: Steinkey Financial Services, Little & Davies Insurance & Financial Planning, Money Strategies Financial, Sweatman Insurance & Retirement Services
What technology does Sage Financial use?
Some of the popular technologies that Sage Financial uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Exchange Online
How do I contact Sage Financial?
Sage Financial contact info: Phone number: (905) 690-5030 Website: www.sagefinancial.ca
What does Sage Financial do?

Sage Financial is a financial planning firm located in Burlington, Ontario, dedicated to helping families, business owners, and individuals achieve their financial goals through personalized investment and insurance services. With over 20 years of experience, they pride themselves on building strong, trust-based relationships with their clientele,... often serving multiple generations of families. The firm offers tailored financial plans designed to meet clients' specific needs and lifestyles. Sage Financial is committed to ensuring the financial security of their clients through customized solutions.Read More

What are Sage Financial social media links?
Sage Financial Twitter page Sage Financial Facebook page
Is Sage Financial a public company?
Sage Financial is private company therefore does not currently have an official ticker symbol
See more information about Sage Financial

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