SOLE Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

137-a Sherbrook St, Winnipeg, Manitoba, ...

Phone Number

(204) 221-8536

Revenue

<$5 Million

Industry

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

SOLE Financial is a full-service independent financial planning firm that provides a wide range of competitive products and personalized planning services to individual, professional, and business clients. The firm surveys the Canadian marketplace to offer the best products and pricing from reputable companies, ensuring that clients' needs are met. With over 30 years of combined experience, SOLE Financial is dedicated to helping clients achieve their financial goals, including retirement planning, tax minimization, and asset protection. Their commitment to providing solid financial advice and leading solutions sets them apart in the industry.Explore more
SOLE Financial's Social MediaPopular SearchesSOLE financialSOLE Financial Services LtdSOLE Financial / SOLE Tax ServiceSOLE Financial/ SOLE Tax ServiceSOLE Tax ServiceSIC Code 62,628NAICS Code 52,523Show more

SOLE Financial Org Chart

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DH
Canada flag for contact location.

Business Development Manager

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EM
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Manager, Disputes

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RP
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Manager, Accounts Payable

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NT
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Business Development Manager

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MR
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Fullfillment Specialist

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VM
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Enrollment Specialist

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Revenue

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Top Executive

SOLE Financial

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1-10
Private
-
-
DH
Dallas HarmonBusiness Development Manager
<$5M
11-50
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-
2015
JM
Jennifer MassieAdministrative Assistant
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-
1998
N/A
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-
1995
RR
Robert RodgersCertified Financial Planner & Investment Fund Advisor
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2000
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Lisa BunkowskyClient Services Coordinator
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1-10
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2017
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SOLE Financial Tech Stack

A closer look at the technologies used by SOLE Financial

Top Finance Companies

Frequently Asked Questions Regarding SOLE Financial

What is SOLE Financial's official website?
SOLE Financial's official website is www.solefinancial.ca
What is SOLE Financial's Revenue?
SOLE Financial's revenue is <$5 Million
What is SOLE Financial's SIC code?
SOLE Financial's SIC: 62,628
What is SOLE Financial's NAICS code?
SOLE Financial's NAICS: 52,523
How many employees does SOLE Financial have?
SOLE Financial has 1-10 employees
What industry does SOLE Financial belong to?
SOLE Financial is in the industry of: Finance, Securities Trading
What is SOLE Financial competition?
SOLE Financial top competitors include: Normaxx Financial Group, RoyByrns & Associates, Reg Matheson Financial Services, Points Financial Solutions
What technology does SOLE Financial use?
Some of the popular technologies that SOLE Financial uses are: Sentry, Microsoft Dynamics CRM, Microsoft 365, F5 BIG-IP Platform
How do I contact SOLE Financial?
SOLE Financial contact info: Phone number: (204) 221-8536 Website: www.solefinancial.ca
What does SOLE Financial do?

SOLE Financial is a full-service independent financial planning firm that provides a wide range of competitive products and personalized planning services to individual, professional, and business clients. The firm surveys the Canadian marketplace to offer the best products and pricing from reputable companies, ensuring that clients' needs are met.... With over 30 years of combined experience, SOLE Financial is dedicated to helping clients achieve their financial goals, including retirement planning, tax minimization, and asset protection. Their commitment to providing solid financial advice and leading solutions sets them apart in the industry.Read More

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

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