SONA Wealth Counsel
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1565 Carling Ave Ste 602, Ottawa, Ontari...Phone Number
(613) 596-3353Website
www.sonawealthcounsel.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About SONA Wealth Counsel
SONA Wealth Counsel is an independent, fee-based wealth management firm located in Ottawa, Ontario, specializing in financial planning and investment management. The firm is dedicated to providing objective and transparent advice aligned with clients' financial goals, ensuring a client-centric service model. SONA Wealth Counsel integrates various aspects of financial management, including tax planning and estate issues, to help clients achieve long-term financial success. Their target clients include individuals and families seeking personalized investment strategies and comprehensive financial oversight.Explore more
Popular SearchesSona Wealth Counsel IncSONA Wealth Counsel - IncSIC Code 62,628NAICS Code 52,523Show more
SONA Wealth Counsel Org Chart
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SONA Wealth Counsel is experiencing very low activity levels compared to other companies in the Finance sector.
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SONA Wealth Counsel is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SONA Wealth Counsel.
SONA Wealth Counsel Tech Stack
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Frequently Asked Questions Regarding SONA Wealth Counsel
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SONA Wealth Counsel is an independent, fee-based wealth management firm located in Ottawa, Ontario, specializing in financial planning and investment management. The firm is dedicated to providing objective and transparent advice aligned with clients' financial goals, ensuring a client-centric service model. SONA Wealth Counsel integrates various a... Read More
