The CGL Financial
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 1-10 Employees

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Overview

Headquarters

20 Roy Blvd Unit 19, Brantford, Ontario,...

Phone Number

(519) 759-6169

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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May
Jun
ZI Rank
1
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1
1

About The CGL Financial

CGL Financial Wealth Management specializes in personalized financial planning, wealth management, and risk management services tailored to meet the unique needs of their clients. Their team of experienced advisors works collaboratively to create customized strategies that adapt to clients' evolving financial situations. They offer a range of services including financial planning, wealth planning, specialty planning, and risk management to help clients achieve their financial goals. CGL Financial aims to empower clients to realize the true potential of their wealth and build a secure financial future.Explore more
The CGL Financial's Social MediaPopular Searchesthe CGL Financial CoCgl FinancialCGL Financial CGLcglfinancial.ca/ Family Wealth ManagementhtmlCGL FinancialSIC Code 62,628NAICS Code 52,523Show more

The CGL Financial Org Chart

PhoneEmail
CG
Canada flag for contact location.

Administrator

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
RG
Canada flag for contact location.

Financial Partner & Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
TK
Canada flag for contact location.

Licensed Assistant

PhoneEmail
NB
Canada flag for contact location.

Licensed Assistant

PhoneEmail
DB
Canada flag for contact location.

Administration Assistant

PhoneEmail
JP
Canada flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Compare Similar Companies to The CGL Financial

Compare insights from companies similar to The CGL Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The CGL Financial

<$5M
1-10
Private
-
2009
CG
Chris GrahamAdministrator
<$5M
11-50
Private
-
2005
LN
Lucas NurkowskiWealth Associate
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
MM
Marilyn MercurioExecutive Assistant
<$5M
1-10
Private
-
2017
DA
Deborah AguirreManager, Operations
<$5M
1-10
Private
-
-
JF
Jeremiah FedorsenInvestment Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The CGL Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

The CGL Financial Tech Stack

A closer look at the technologies used by The CGL Financial

Top Finance Companies

Frequently Asked Questions Regarding The CGL Financial

What is The CGL Financial's official website?
The CGL Financial's official website is www.cglfinancial.com
What is The CGL Financial's Revenue?
The CGL Financial's revenue is <$5 Million
What is The CGL Financial's SIC code?
The CGL Financial's SIC: 62,628
What is The CGL Financial's NAICS code?
The CGL Financial's NAICS: 52,523
How many employees does The CGL Financial have?
The CGL Financial has 1-10 employees
What industry does The CGL Financial belong to?
The CGL Financial is in the industry of: Finance, Securities Trading
What is The CGL Financial competition?
The CGL Financial top competitors include: Goals Based Financial, Jack Lumsden, Money Strategies Financial, GP Financial Services
What technology does The CGL Financial use?
Some of the popular technologies that The CGL Financial uses are: Microsoft IIS, Cybercon, Google Cloud Web Serving, Google Cloud Platform
How do I contact The CGL Financial?
The CGL Financial contact info: Phone number: (519) 759-6169 Website: www.cglfinancial.com
What does The CGL Financial do?

CGL Financial Wealth Management specializes in personalized financial planning, wealth management, and risk management services tailored to meet the unique needs of their clients. Their team of experienced advisors works collaboratively to create customized strategies that adapt to clients' evolving financial situations. They offer a range of servi... ces including financial planning, wealth planning, specialty planning, and risk management to help clients achieve their financial goals. CGL Financial aims to empower clients to realize the true potential of their wealth and build a secure financial future.Read More

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

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