SH Financial Solutions
Finance · Canada · 11-50 Employees
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Overview
Headquarters
Plaza II, 1980 Cooper Rd 108, Kelowna, B...Website
www.shfinancialsolutions.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
About SH Financial Solutions
Safe Harbour Financial Solutions is a boutique financial advisory firm headquartered in Kelowna, British Columbia. The company provides tailored financial strategies, including tax-efficient planning, retirement income strategies, succession planning, and insurance solutions. It serves incorporated professionals such as chiropractors and physiotherapists, realtors, retirees, and intergenerational families. Services are delivered through a personalized advisory model focusing on wealth protection, growth, and transition. The firm operates as a full-service brokerage with access to major Canadian insurance providers, offering specialized products such as Executive Health Savings Plans, group benefits, and corporate-funded insurance.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
SH Financial Solutions
<$5M
11-50
Private
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N/A
Company Profile Activity
Activity Insights
SH Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
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SH Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SH Financial Solutions.
SH Financial Solutions Tech Stack
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Safe Harbour Financial Solutions is a boutique financial advisory firm headquartered in Kelowna, British Columbia. The company provides tailored financial strategies, including tax-efficient planning, retirement income strategies, succession planning, and insurance solutions. It serves incorporated professionals such as chiropractors and physiother... Read More
