Strategy Wealth Advisors

Insurance · Canada · 11-50 Employees

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Overview

Headquarters

666 Burrard St Ste 500, Vancouver, Briti...

Phone Number

(800) 925-1593

Revenue

$7.6 Million

Industry

Insurance
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Strategy Wealth Advisors

Strategy Wealth Advisors specializes in providing insurance solutions for estate and succession planning tailored for high-net-worth Canadian families. They collaborate with accountants and professional advisors to create customized insurance plans that align with clients' financial goals. The company offers a range of services including life insurance and estate planning, ensuring ongoing monitoring and adaptation of strategies. Their approach emphasizes enhancing client relationships and delivering impactful results through detailed technical expertise.Explore more
Strategy Wealth Advisors's Social MediaPopular SearchesStrategy Wealth AdvisorsStrategy Wealth Advisors IncStrategy Wealth Advisors sinceSIC Code 64,641NAICS Code 52,524Show more

Strategy Wealth Advisors Org Chart

PhoneEmail
Darren Lee, President, Insurance & Estate Planning at Strategy Wealth Advisors
Canada flag for contact location.

President, Insurance & Estate Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategy Wealth Advisors

$7.6M
11-50
Private
-
-
Darren Lee, President, Insurance & Estate Planning at Strategy Wealth Advisors
Darren LeePresident, Insurance & Estate Planning
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
-
TR
Todd RankinFinancial Planner
<$5M
1-10
Private
-
-
Taivi Tayler, President & Certified Financial Planner at Tayler Insurance & Estate Planning
Taivi TaylerPresident & Certified Financial Planner
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
<$5M
1-10
Private
-
-
DH
Dean HuntFinancial Executive & Consultant
<$5M
1-10
Private
-
-
Tony Salgado, President & Founder at AMS Wealth
Tony SalgadoPresident & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Strategy Wealth Advisors is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Strategy Wealth Advisors is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Strategy Wealth Advisors.

Strategy Wealth Advisors Tech Stack

A closer look at the technologies used by Strategy Wealth Advisors

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Frequently Asked Questions Regarding Strategy Wealth Advisors

What is Strategy Wealth Advisors's official website?
Strategy Wealth Advisors's official website is www.strategyadvisors.ca
What is Strategy Wealth Advisors's Revenue?
Strategy Wealth Advisors's revenue is $7.6 Million
What is Strategy Wealth Advisors's SIC code?
Strategy Wealth Advisors's SIC: 64,641
What is Strategy Wealth Advisors's NAICS code?
Strategy Wealth Advisors's NAICS: 52,524
How many employees does Strategy Wealth Advisors have?
Strategy Wealth Advisors has 11-50 employees
What industry does Strategy Wealth Advisors belong to?
Strategy Wealth Advisors is in the industry of: Insurance
What is Strategy Wealth Advisors competition?
Strategy Wealth Advisors top competitors include: Truespect Wealth Management, Jack Lumsden, Hunt Group Private Wealth, AMS Wealth
What technology does Strategy Wealth Advisors use?
Some of the popular technologies that Strategy Wealth Advisors uses are: WooCommerce, WordPress.org, PHP, Microsoft 365
How do I contact Strategy Wealth Advisors?
Strategy Wealth Advisors contact info: Phone number: (800) 925-1593 Website: www.strategyadvisors.ca
What does Strategy Wealth Advisors do?

Strategy Wealth Advisors specializes in providing insurance solutions for estate and succession planning tailored for high-net-worth Canadian families. They collaborate with accountants and professional advisors to create customized insurance plans that align with clients' financial goals. The company offers a range of services including life insur... ance and estate planning, ensuring ongoing monitoring and adaptation of strategies. Their approach emphasizes enhancing client relationships and delivering impactful results through detailed technical expertise.Read More

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

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