SGL Private Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

5372 75 St NW, Edmonton, Alberta, Canada

Phone Number

(780) 902-6905

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
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ZI Rank
1
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2

About SGL Private Wealth Management

SGL Private Wealth Management is a financial advisory firm based in Edmonton that specializes in personalized financial planning and wealth management services. They focus on helping clients prepare for a successful retirement by empowering them to make informed financial decisions. The firm operates with a fiduciary commitment, ensuring that the best interests of their clients are prioritized in all interactions. Their services cater to both individual and corporate clients, providing tailored solutions to meet diverse financial needs.Explore more
SGL Private Wealth Management's Social MediaPopular SearchesSGL Private Wealth ManagementSGL Private WealthSGL Private Wealth Management & Business AdvisorySIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SGL Private Wealth Manage...

<$5M
1-10
Private
-
2017
N/A
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
11-50
Private
-
2015
KL
Katrina LyonsCertified Financial Planner
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1991
RY
Robert YoungCertified Financial Planner
<$5M
1-10
Private
-
-
PW
Peter WallacePartner, Director Employee Benefits
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SGL Private Wealth Management Tech Stack

A closer look at the technologies used by SGL Private Wealth Management

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Frequently Asked Questions Regarding SGL Private Wealth Management

What is SGL Private Wealth Management's official website?
SGL Private Wealth Management's official website is www.sglpwm.com
What is SGL Private Wealth Management's Revenue?
SGL Private Wealth Management's revenue is <$5 Million
What is SGL Private Wealth Management's SIC code?
SGL Private Wealth Management's SIC: 62,628
What is SGL Private Wealth Management's NAICS code?
SGL Private Wealth Management's NAICS: 52,523
How many employees does SGL Private Wealth Management have?
SGL Private Wealth Management has 1-10 employees
What industry does SGL Private Wealth Management belong to?
SGL Private Wealth Management is in the industry of: Finance, Securities Trading
What is SGL Private Wealth Management competition?
SGL Private Wealth Management top competitors include: Investment Planning Counsel, Young Financial Group, Tetrault Wealth Advisory Group, WYVERSTONE PLANNING Group
What technology does SGL Private Wealth Management use?
Some of the popular technologies that SGL Private Wealth Management uses are: Google Font API, Microsoft 365, BlueHost, Microsoft Exchange Online
How do I contact SGL Private Wealth Management?
SGL Private Wealth Management contact info: Phone number: (780) 902-6905 Website: www.sglpwm.com
What does SGL Private Wealth Management do?

SGL Private Wealth Management is a financial advisory firm based in Edmonton that specializes in personalized financial planning and wealth management services. They focus on helping clients prepare for a successful retirement by empowering them to make informed financial decisions. The firm operates with a fiduciary commitment, ensuring that the b... est interests of their clients are prioritized in all interactions. Their services cater to both individual and corporate clients, providing tailored solutions to meet diverse financial needs.Read More

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

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