Scepanovic & Associates
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1111 International Blvd Suite 600, Burli...Phone Number
(905) 847-8426Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
About Scepanovic & Associates
Scepanovic & Associates is a wealth management firm based in Burlington and Oakville, specializing in comprehensive financial planning services for pre-retirees, retirees, business owners, executives, and multi-generational families. Their offerings include retirement planning, estate planning, tax planning, investment planning, and charitable giving, all tailored to meet the unique needs of their clients. With over 30 years of experience, they focus on building lasting relationships and providing personalized advice that evolves with clients' life stages. The firm is dedicated to helping clients grow and protect their wealth while ensuring financial security and peace of mind.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Scepanovic & Associates
<$5M
1-10
Private
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SS
Shelley ScepanovicBusiness Development Manager, Client Services
Company Profile Activity
Activity Insights
Scepanovic & Associates is experiencing very low activity levels compared to other companies in the Finance sector.
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Scepanovic & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Scepanovic & Associates.
Scepanovic & Associates Tech Stack
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Scepanovic & Associates is a wealth management firm based in Burlington and Oakville, specializing in comprehensive financial planning services for pre-retirees, retirees, business owners, executives, and multi-generational families. Their offerings include retirement planning, estate planning, tax planning, investment planning, and charitable givi... Read More
