Sterling Mutuals

Finance · Canada · 1-10 Employees

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Overview

Headquarters

177 Lombard Ave Fl 7, Winnipeg, Manitoba...

Phone Number

(866) 880-9166

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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1

About Sterling Mutuals

Safewealth offers comprehensive wealth management services, focusing on investment management, retirement planning, tax planning, estate planning, and risk management. The company is dedicated to creating, managing, and preserving clients' financial futures, utilizing a tax-smart approach to maximize benefits. With over 10 years of experience and a strong ethical foundation, Safewealth caters to clients who are proactive about their financial goals. They provide personalized services either in-person or through an innovative digital platform, ensuring accessibility and support throughout the financial planning process.Explore more
Popular SearchesSterling Mutuals IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sterling Mutuals

<$5M
1-10
Private
-
1996
N/A
$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
$5M
11-50
Private
<$5M
2009
Robert Bard, Montreal Operations President, Wealth Management at Cardinal Point Wealth Management
Robert BardMontreal Operations President, Wealth Management
<$5M
1-10
Private
-
-
LB
Lisa BaileyAccountant
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1993
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sterling Mutuals is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

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Frequently Asked Questions Regarding Sterling Mutuals

What is Sterling Mutuals's official website?
Sterling Mutuals's official website is www.safewealth.ca
What is Sterling Mutuals's Revenue?
Sterling Mutuals's revenue is <$5 Million
What is Sterling Mutuals's SIC code?
Sterling Mutuals's SIC: 62,628
What is Sterling Mutuals's NAICS code?
Sterling Mutuals's NAICS: 52,523
How many employees does Sterling Mutuals have?
Sterling Mutuals has 1-10 employees
What industry does Sterling Mutuals belong to?
Sterling Mutuals is in the industry of: Finance, Securities Trading
What is Sterling Mutuals competition?
Sterling Mutuals top competitors include: Mayhew Wealth Management, Kerr Financial, Tetrault Wealth Advisory Group, Cardinal Point Wealth Management
How do I contact Sterling Mutuals?
Sterling Mutuals contact info: Phone number: (866) 880-9166 Website: www.safewealth.ca
What does Sterling Mutuals do?

Safewealth offers comprehensive wealth management services, focusing on investment management, retirement planning, tax planning, estate planning, and risk management. The company is dedicated to creating, managing, and preserving clients' financial futures, utilizing a tax-smart approach to maximize benefits. With over 10 years of experience and a... strong ethical foundation, Safewealth caters to clients who are proactive about their financial goals. They provide personalized services either in-person or through an innovative digital platform, ensuring accessibility and support throughout the financial planning process.Read More

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

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