Shaughnessy Financial

Finance · Canada · 11-50 Employees

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Overview

Headquarters

610 Mcmurray Rd Unit 3, Waterloo, Ontari...

Phone Number

(519) 747-4220

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Shaughnessy Financial

Shaughnessy Financial is a financial services firm located in Waterloo, Ontario, specializing in expert financial planning, investment management, and retirement strategies. They offer a comprehensive suite of services including estate planning, investment tax planning, and insurance analysis, tailored to meet the unique needs of their clients. Their target clients range from young families to retirees, providing personalized financial strategies to help secure their financial futures. Committed to responsible investing, Shaughnessy Financial empowers clients to navigate the complexities of financial management with confidence.Explore more
Shaughnessy Financial's Social MediaPopular SearchesShaughnessy FinancialAdvisorNet Communications IncAdvisorNetShaughnessyfinancialSIC Code 62,628NAICS Code 52,523Show more

Shaughnessy Financial Org Chart

PhoneEmail
SS
Canada flag for contact location.

Manager, Operations & Partner

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GF
Canada flag for contact location.

Financial Services Representative

PhoneEmail
GS
Canada flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shaughnessy Financial

$5.7M
11-50
Private
-
1987
SS
Sandi ShaughnessyManager, Operations & Partner
<$5M
1-10
Private
-
-
TH
Troy HarrisonInvestment Funds Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SC
Stephanie CzachorPresident, Stonehedge Financial Planning Corporate
<$5M
1-10
Private
-
-
KH
Katrina HolowachFinancial Advisor & Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CP
Christina PellerinVice President of
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shaughnessy Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Shaughnessy Financial Tech Stack

A closer look at the technologies used by Shaughnessy Financial

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Frequently Asked Questions Regarding Shaughnessy Financial

What is Shaughnessy Financial's official website?
Shaughnessy Financial's official website is www.shaughnessyfinancial.com
What is Shaughnessy Financial's Revenue?
Shaughnessy Financial's revenue is $5.7 Million
What is Shaughnessy Financial's SIC code?
Shaughnessy Financial's SIC: 62,628
What is Shaughnessy Financial's NAICS code?
Shaughnessy Financial's NAICS: 52,523
How many employees does Shaughnessy Financial have?
Shaughnessy Financial has 11-50 employees
What industry does Shaughnessy Financial belong to?
Shaughnessy Financial is in the industry of: Finance, Securities Trading
What is Shaughnessy Financial competition?
Shaughnessy Financial top competitors include: Safe Harbour Wealth Management, AdvisorNet, AdvisorNet, Lajambe Financial
What technology does Shaughnessy Financial use?
Some of the popular technologies that Shaughnessy Financial uses are: WordPress.org, PHP, Google Tag Manager, Google Workspace
How do I contact Shaughnessy Financial?
Shaughnessy Financial contact info: Phone number: (519) 747-4220 Website: www.shaughnessyfinancial.com
What does Shaughnessy Financial do?

Shaughnessy Financial is a financial services firm located in Waterloo, Ontario, specializing in expert financial planning, investment management, and retirement strategies. They offer a comprehensive suite of services including estate planning, investment tax planning, and insurance analysis, tailored to meet the unique needs of their clients. The... ir target clients range from young families to retirees, providing personalized financial strategies to help secure their financial futures. Committed to responsible investing, Shaughnessy Financial empowers clients to navigate the complexities of financial management with confidence.Read More

What are Shaughnessy Financial social media links?
Shaughnessy Financial Linkedin page
Is Shaughnessy Financial a public company?
Shaughnessy Financial is private company therefore does not currently have an official ticker symbol
See more information about Shaughnessy Financial

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