Starboard Wealth
Finance · Canada · 11-50 Employees
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Overview
Headquarters
2371 Agricola St, Halifax, Nova Scotia, ...Phone Number
(902) 420-8375Website
www.starboardwealth.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Starboard Wealth
Starboard Wealth Planners is a boutique financial planning firm that specializes in wealth planning and protection for professional and business owner clients across Canada. Their services include financial planning, insurance, savings, investments, retirement, estate planning, and tax optimization. The firm is known for its relationship-driven approach, employing innovative strategies to help clients achieve their financial goals. With a focus on collaboration and understanding unique client situations, Starboard Wealth Planners aims to provide personalized financial advice and guidance.Explore more
Starboard Wealth Org Chart
KH
Office Manager, Lead Admin
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Starboard Wealth Planners is a boutique financial planning firm that specializes in wealth planning and protection for professional and business owner clients across Canada. Their services include financial planning, insurance, savings, investments, retirement, estate planning, and tax optimization. The firm is known for its relationship-driven app... Read More
