Shaen Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

180 Park Ave Ste 110, Thunder Bay, Ontar...

Phone Number

(807) 935-1760

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Shaen Wealth Management

Shaen Wealth Management Ltd. is a full-service financial advisory firm based in Thunder Bay, Ontario, specializing in custom solutions to help clients achieve their financial goals. With over 40 years of combined experience, the firm offers a comprehensive approach to financial advisory, including services in pension and group benefits, insurance, and tax and estate planning. The company aims to simplify clients' financial lives by providing all advisory needs in one place. They encourage potential clients to book individual consultations for personalized financial solutions.Explore more
Popular SearchesShaen Wealth Management LtdShaen Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Shaen Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shaen Wealth Management

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
-
CA
Collin AndriesWealth Advisor
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
1995
MJ
Michael JacksonSenior Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1995
N/A
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Shaen Wealth Management Tech Stack

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Frequently Asked Questions Regarding Shaen Wealth Management

What is Shaen Wealth Management's official website?
Shaen Wealth Management's official website is www.shaenwealth.com
What is Shaen Wealth Management's Revenue?
Shaen Wealth Management's revenue is <$5 Million
What is Shaen Wealth Management's SIC code?
Shaen Wealth Management's SIC: 62,628
What is Shaen Wealth Management's NAICS code?
Shaen Wealth Management's NAICS: 52,523
How many employees does Shaen Wealth Management have?
Shaen Wealth Management has 1-10 employees
What industry does Shaen Wealth Management belong to?
Shaen Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Shaen Wealth Management competition?
Shaen Wealth Management top competitors include: First Rate Financial, Jack Lumsden, Assante Capital Management, Carney Lyster & Associates Private Wealth
What technology does Shaen Wealth Management use?
Some of the popular technologies that Shaen Wealth Management uses are: goo.gl, Tierpoint, Site 5, Google Font API
How do I contact Shaen Wealth Management?
Shaen Wealth Management contact info: Phone number: (807) 935-1760 Website: www.shaenwealth.com
What does Shaen Wealth Management do?

Shaen Wealth Management Ltd. is a full-service financial advisory firm based in Thunder Bay, Ontario, specializing in custom solutions to help clients achieve their financial goals. With over 40 years of combined experience, the firm offers a comprehensive approach to financial advisory, including services in pension and group benefits, insurance,... and tax and estate planning. The company aims to simplify clients' financial lives by providing all advisory needs in one place. They encourage potential clients to book individual consultations for personalized financial solutions.Read More

Is Shaen Wealth Management a public company?
Shaen Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Shaen Wealth Management

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