SH Financial Solutions
Consumer Services · Canada · 11-50 Employees
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Overview
Headquarters
108 1980 Cooper Rd. in Orchard Plaza Ii,...Website
www.shfinancialsolutions.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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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
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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 Consumer Services sector.
What does this means?
SH Financial Solutions is drawing exceptional interest within the Consumer Services 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
