SIA Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

Valley Square 4 1510 250 6th Ave SW, Cal...

Phone Number

(403) 744-5190

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About SIA Wealth Management

SIA Wealth Management Inc. is a leading independent investment management firm based in Calgary, Alberta, focused on empowering investors through technology-driven investment solutions. The firm specializes in relative strength analysis and rules-based strategies to create diversified portfolios tailored to clients' financial goals. SIA Wealth offers a range of investment products, including equity funds and asset allocation ETFs, designed to navigate market volatility and enhance performance. Their services cater to a diverse clientele, including portfolio managers and investment professionals, aiming for long-term financial success.Explore more
SIA Wealth Management's Social MediaPopular SearchesSia Wealth ManagementSIA Wealth Management IncSia Markets IncSIA WealthSIA Wealth Management andSIC Code 62,628NAICS Code 52,523Show more

SIA Wealth Management Org Chart

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Chief Executive Officer

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SIA Wealth Management

<$5M
1-10
Private
-
2012
$19.6M
11-50
Private
-
-
ML
Marc LavoieDirector and Portfolio Manager
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
$6.7M
11-50
Private
-
1985
N/A
$5.9M
11-50
Private
-
1993
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
1-10
Private
-
2002
GK
Graham KoehlerSenior VP, Business Development
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SIA Wealth Management Tech Stack

A closer look at the technologies used by SIA Wealth Management

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Frequently Asked Questions Regarding SIA Wealth Management

What is SIA Wealth Management's official website?
SIA Wealth Management's official website is www.siawealth.com
What is SIA Wealth Management's Revenue?
SIA Wealth Management's revenue is <$5 Million
What is SIA Wealth Management's SIC code?
SIA Wealth Management's SIC: 62,628
What is SIA Wealth Management's NAICS code?
SIA Wealth Management's NAICS: 52,523
How many employees does SIA Wealth Management have?
SIA Wealth Management has 1-10 employees
What industry does SIA Wealth Management belong to?
SIA Wealth Management is in the industry of: Finance, Securities Trading
What is SIA Wealth Management competition?
SIA Wealth Management top competitors include: Provisus Wealth Management, Desjardins Funds, Manulife Investment Management, Saxon Funds Management
What technology does SIA Wealth Management use?
Some of the popular technologies that SIA Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Cloud DNS
How do I contact SIA Wealth Management?
SIA Wealth Management contact info: Phone number: (403) 744-5190 Website: www.siawealth.com
What does SIA Wealth Management do?

SIA Wealth Management Inc. is a leading independent investment management firm based in Calgary, Alberta, focused on empowering investors through technology-driven investment solutions. The firm specializes in relative strength analysis and rules-based strategies to create diversified portfolios tailored to clients' financial goals. SIA Wealth offe... rs a range of investment products, including equity funds and asset allocation ETFs, designed to navigate market volatility and enhance performance. Their services cater to a diverse clientele, including portfolio managers and investment professionals, aiming for long-term financial success.Read More

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

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