Skyline Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

5 Douglas St Ste 301, Guelph, Ontario, N...

Phone Number

(360) 828-7364

Revenue

$11.2 Million

Industry

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

Skyline Wealth Management specializes in offering private alternative investment products focused on real estate and clean energy, providing historically stable returns with low volatility to its investors. The company aims to help clients diversify their portfolios, reduce volatility, and potentially achieve capital growth while enjoying tax efficiency and monthly income distributions. Targeting institutional and individual investors, Skyline manages a portfolio that includes various Real Estate Investment Trusts (REITs) and clean energy funds across Canada. Founded in 2011, Skyline Wealth Management is part of the award-winning Skyline Group of Companies, recognized for its commitment to environmental and social governance.Explore more
Popular SearchesSkyline Wealth Management IncSkyline Wealth ManagementSkyline Apartment ReilSkyline Asset Holdings LLCSIC Code 62,628NAICS Code 52,523Show more

Skyline Wealth Management Org Chart

PhoneEmail
DF
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Private Equity Senior Relationship Manager

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CW
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Operations Senior Manager, Compliance

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CS
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Private Equity Relationship Manager

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HC
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Manager, Operations Wealth Solutions

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FM
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Manager, Business

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MB
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National Team Lead, Capital Raising

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AS
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Wealth Solutions Associate

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VS
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Wealth Solutions Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Skyline Wealth Management

$11.2M
11-50
Private
-
2011
DF
Daryl FinlayPrivate Equity Senior Relationship Manager
$16.6M
51-200
Private
-
2014
AS
Amanda SmallVice President, People & Culture
$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
-
2004
Pd
Paul de SousaWealth Management, Sales & Development Head
<$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

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

What does this means?

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

Skyline Wealth Management Tech Stack

A closer look at the technologies used by Skyline Wealth Management

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Frequently Asked Questions Regarding Skyline Wealth Management

What is Skyline Wealth Management's official website?
Skyline Wealth Management's official website is www.skylinewealth.ca
What is Skyline Wealth Management's Revenue?
Skyline Wealth Management's revenue is $11.2 Million
What is Skyline Wealth Management's SIC code?
Skyline Wealth Management's SIC: 62,628
What is Skyline Wealth Management's NAICS code?
Skyline Wealth Management's NAICS: 52,523
How many employees does Skyline Wealth Management have?
Skyline Wealth Management has 11-50 employees
What industry does Skyline Wealth Management belong to?
Skyline Wealth Management is in the industry of: Finance, Securities Trading
What is Skyline Wealth Management competition?
Skyline Wealth Management top competitors include: Saxon Funds Management, Sightline Wealth Management, Nest Wealth, Provisus Wealth Management
What technology does Skyline Wealth Management use?
Some of the popular technologies that Skyline Wealth Management uses are: DocuSign, Microsoft 365, Google Workspace, DigitalOcean
How do I contact Skyline Wealth Management?
Skyline Wealth Management contact info: Phone number: (360) 828-7364 Website: www.skylinewealth.ca
What does Skyline Wealth Management do?

Skyline Wealth Management specializes in offering private alternative investment products focused on real estate and clean energy, providing historically stable returns with low volatility to its investors. The company aims to help clients diversify their portfolios, reduce volatility, and potentially achieve capital growth while enjoying tax effic... iency and monthly income distributions. Targeting institutional and individual investors, Skyline manages a portfolio that includes various Real Estate Investment Trusts (REITs) and clean energy funds across Canada. Founded in 2011, Skyline Wealth Management is part of the award-winning Skyline Group of Companies, recognized for its commitment to environmental and social governance.Read More

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

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