Team Up Planning Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

Canada

Phone Number

(647) 727-8833

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Team Up Planning Group

Lifestyle Financial Planning is a fee-based financial planning firm located in Vaughan and the Greater Toronto Area, serving clients across Canada. The firm is staffed by experienced Certified Financial Planner Professionals who assist clients with their financial plans, focusing on retirement planning and estate management. They aim to simplify complex financial matters, providing clients with clarity and confidence in their financial future. Their comprehensive approach allows clients to visualize their goals and make informed adjustments as needed.Explore more
Team Up Planning Group's Social MediaPopular SearchesTeam Up Planning Group IncTeam Up Financial IncSIC Code 62,628NAICS Code 52,523Show more

Team Up Planning Group Org Chart

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MG
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Team Up Planning Group

$6M
1-10
Private
-
-
<$5M
11-50
Private
-
2018
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
11-50
Private
-
2019
MW
Michael WolfSenior VP, Operations
<$5M
1-10
Private
-
-
TR
Todd RankinFinancial Planner
<$5M
1-10
Private
-
-
DD
Douglas DeschnerCertified Financial Planner
<$5M
1-10
Private
-
-
CS
Craig SimpsonFinancial Advisor
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Company Profile Activity

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Activity Insights

Team Up Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Team Up Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Team Up Planning Group.

Team Up Planning Group Tech Stack

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Frequently Asked Questions Regarding Team Up Planning Group

What is Team Up Planning Group's official website?
Team Up Planning Group's official website is www.teamupplanning.ca
What is Team Up Planning Group's Revenue?
Team Up Planning Group's revenue is $6 Million
What is Team Up Planning Group's SIC code?
Team Up Planning Group's SIC: 62,628
What is Team Up Planning Group's NAICS code?
Team Up Planning Group's NAICS: 52,523
How many employees does Team Up Planning Group have?
Team Up Planning Group has 1-10 employees
What industry does Team Up Planning Group belong to?
Team Up Planning Group is in the industry of: Finance, Securities Trading
What is Team Up Planning Group competition?
Team Up Planning Group top competitors include: DPM Financial, Personal Solutions Financial, Bespoke Financial Consulting, Rankin Rice Wealth Management
What technology does Team Up Planning Group use?
Some of the popular technologies that Team Up Planning Group uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, Calendly
How do I contact Team Up Planning Group?
Team Up Planning Group contact info: Phone number: (647) 727-8833 Website: www.teamupplanning.ca
What does Team Up Planning Group do?

Lifestyle Financial Planning is a fee-based financial planning firm located in Vaughan and the Greater Toronto Area, serving clients across Canada. The firm is staffed by experienced Certified Financial Planner Professionals who assist clients with their financial plans, focusing on retirement planning and estate management. They aim to simplify co... mplex financial matters, providing clients with clarity and confidence in their financial future. Their comprehensive approach allows clients to visualize their goals and make informed adjustments as needed.Read More

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

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