The Planning Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

814 Main St Ste 201, Moncton, New Brunsw...

Phone Number

(506) 382-6111

Revenue

<$5 Million

Industry

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

The Planning Group NB Inc. is an independent financial planning firm based in Moncton, New Brunswick, established in 1999. They provide objective wealth management advice specializing in personal and corporate financial planning services, including retirement, investments, insurance, estates, and tax strategies. The firm caters to business owners, professionals, and retirees, emphasizing client care and community involvement. Their experienced team is dedicated to building financial independence through strategic planning and careful risk management.Explore more
Popular SearchesThe Planning GroupThe Planning Group NB IncThe Planning Group NBSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Planning Group

<$5M
1-10
Private
-
-
N/A
$5M
11-50
Private
-
1985
BL
Brittany LabronFinancial Planner
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
11-50
Private
-
1957
<$5M
1-10
Private
-
-
JC
Janice CookDirector, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
Patrique Gauthier, Managing Partner & Chief Operating Officer at Gambit Wealth
Patrique GauthierManaging Partner & Chief Operating Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Planning Group Tech Stack

A closer look at the technologies used by The Planning Group

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Frequently Asked Questions Regarding The Planning Group

What is The Planning Group's official website?
The Planning Group's official website is www.theplanninggroupnb.ca
What is The Planning Group's Revenue?
The Planning Group's revenue is <$5 Million
What is The Planning Group's SIC code?
The Planning Group's SIC: 62,628
What is The Planning Group's NAICS code?
The Planning Group's NAICS: 52,523
How many employees does The Planning Group have?
The Planning Group has 1-10 employees
What industry does The Planning Group belong to?
The Planning Group is in the industry of: Finance, Securities Trading
What is The Planning Group competition?
The Planning Group top competitors include: Moncton NB, Vancouver Financial Planning Consultants, Carney Lyster & Associates Private Wealth, Gambit Wealth
What technology does The Planning Group use?
Some of the popular technologies that The Planning Group uses are: Sentry, F5 BIG-IP Platform, GoDaddy DNS, F5 BIG-IP Application Security Manager
How do I contact The Planning Group?
The Planning Group contact info: Phone number: (506) 382-6111 Website: www.theplanninggroupnb.ca
What does The Planning Group do?

The Planning Group NB Inc. is an independent financial planning firm based in Moncton, New Brunswick, established in 1999. They provide objective wealth management advice specializing in personal and corporate financial planning services, including retirement, investments, insurance, estates, and tax strategies. The firm caters to business owners,... professionals, and retirees, emphasizing client care and community involvement. Their experienced team is dedicated to building financial independence through strategic planning and careful risk management.Read More

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

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