Sterling Advisory

Finance · Canada · 1-10 Employees

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Overview

Headquarters

110-565 Bernard Ave, Kelowna, British Co...

Phone Number

(250) 863-7766

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Sterling Advisory

Sterling Advisory specializes in facilitating UK pension transfers to Canada, offering comprehensive financial planning advice. With over 17 years of experience, they guide clients through the complexities of the QROPS process, ensuring compliance and clarity. Their services cater to individuals who have relocated from the UK to Canada and are looking to manage their retirement funds effectively. The company is recognized for its integrity and has received positive feedback from clients for its personalized support and expertise in cross-border retirement planning.Explore more
Sterling Advisory's Social MediaPopular SearchesSterling Advisory IncSterling AdvisorySterlingadvisorySIC Code 62,628NAICS Code 52,523Show more

Sterling Advisory Org Chart

PhoneEmail
MW
Canada flag for contact location.

Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sterling Advisory

<$5M
1-10
Private
-
2008
MW
Mark WalkerFinancial Consultant
<$5M
1-10
Private
-
-
RP
Rachel ProudfootWealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
KK
Kamila KadoClient Relations & Life Insurance Specialist
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JC
Jason ClemonsCompany Owner
<$5M
1-10
Private
-
-
SH
Stephen HallFinancial Security Advisor
Illustration of an envelope

Sterling Advisory Tech Stack

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Frequently Asked Questions Regarding Sterling Advisory

What is Sterling Advisory's official website?
Sterling Advisory's official website is www.sterlingadvisory.com
What is Sterling Advisory's Revenue?
Sterling Advisory's revenue is <$5 Million
What is Sterling Advisory's SIC code?
Sterling Advisory's SIC: 62,628
What is Sterling Advisory's NAICS code?
Sterling Advisory's NAICS: 52,523
How many employees does Sterling Advisory have?
Sterling Advisory has 1-10 employees
What industry does Sterling Advisory belong to?
Sterling Advisory is in the industry of: Finance, Securities Trading
What is Sterling Advisory competition?
Sterling Advisory top competitors include: Manulife Securities Investment Services, Money Strategies Financial, Proudfoot Financial, Landolt Financial Group
What technology does Sterling Advisory use?
Some of the popular technologies that Sterling Advisory uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
How do I contact Sterling Advisory?
Sterling Advisory contact info: Phone number: (250) 863-7766 Website: www.sterlingadvisory.com
What does Sterling Advisory do?

Sterling Advisory specializes in facilitating UK pension transfers to Canada, offering comprehensive financial planning advice. With over 17 years of experience, they guide clients through the complexities of the QROPS process, ensuring compliance and clarity. Their services cater to individuals who have relocated from the UK to Canada and are look... ing to manage their retirement funds effectively. The company is recognized for its integrity and has received positive feedback from clients for its personalized support and expertise in cross-border retirement planning.Read More

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

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