Sightline Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

200 Bay St Ste 2700, Toronto, Ontario, M...

Phone Number

(855) 943-4383

Revenue

<$5 Million

Industry

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

Sightline Wealth Management offers personalized financial planning and investment guidance tailored for individuals and families in Toronto. The company focuses on helping clients build, preserve, and manage their wealth through customized plans that address their unique goals. Their services include advanced tax planning, estate planning, and strategies to protect wealth from unforeseen events. Sightline is committed to providing diversified investment options and ensuring clients have the necessary resources to achieve financial independence.Explore more
Popular SearchesSightline Wealth Management LPSP WealthStarlite Wealth Management LtdSight Line Investments LtdSightline WealthSIC Code 62,628NAICS Code 52,523Show more

Sightline Wealth Management Org Chart

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Wealth Management, Sales & Development Head

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Manager, Finance & Operations

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Compare insights from companies similar to Sightline Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sightline Wealth Manageme...

<$5M
1-10
Private
-
2004
Pd
Paul de SousaWealth Management, Sales & Development Head
$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
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sightline Wealth Management Tech Stack

A closer look at the technologies used by Sightline Wealth Management

Most Recent Scoops

Hiring Plans
Sightline Wealth Management is hiring in Legal for the first time in 12 months.
Hiring Plans
Hiring Plans
Sightline Wealth Management is hiring in Operations for the first time in 12 months.
Hiring Plans
Facilities Relocation / Expansion
Sightline Wealth Management is planning to move offices in August 2024. The move will impact approximately 40 employees at the existing office located at 200 Bay St, Suite # 2700, Toronto, ON.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
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Frequently Asked Questions Regarding Sightline Wealth Management

What is Sightline Wealth Management's official website?
Sightline Wealth Management's official website is www.sightlinewealthmanagement.com
What is Sightline Wealth Management's Revenue?
Sightline Wealth Management's revenue is <$5 Million
What is Sightline Wealth Management's SIC code?
Sightline Wealth Management's SIC: 62,628
What is Sightline Wealth Management's NAICS code?
Sightline Wealth Management's NAICS: 52,523
How many employees does Sightline Wealth Management have?
Sightline Wealth Management has 1-10 employees
What industry does Sightline Wealth Management belong to?
Sightline Wealth Management is in the industry of: Finance, Securities Trading
What is Sightline Wealth Management competition?
Sightline Wealth Management top competitors include: Provisus Wealth Management, Saxon Funds Management, Desjardins Funds, Evolution Wealth Management Solutions
What technology does Sightline Wealth Management use?
Some of the popular technologies that Sightline Wealth Management uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact Sightline Wealth Management?
Sightline Wealth Management contact info: Phone number: (855) 943-4383 Website: www.sightlinewealthmanagement.com
What does Sightline Wealth Management do?

Sightline Wealth Management offers personalized financial planning and investment guidance tailored for individuals and families in Toronto. The company focuses on helping clients build, preserve, and manage their wealth through customized plans that address their unique goals. Their services include advanced tax planning, estate planning, and stra... tegies to protect wealth from unforeseen events. Sightline is committed to providing diversified investment options and ensuring clients have the necessary resources to achieve financial independence.Read More

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

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