The Stan Wong Group

Finance · Canada · 11-50 Employees

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Overview

Headquarters

675 Cochrane Dr Ste 115, Markham, Ontari...

Phone Number

(905) 752-1996

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About The Stan Wong Group

The Stan Wong Group specializes in providing seasoned investment counsel and comprehensive wealth management services aimed at elevating clients' wealth. They are dedicated to delivering ongoing, trusted advice to help clients achieve their financial objectives while safeguarding their assets. The group primarily serves business owners, executives, professionals, and high-net-worth families with investable assets exceeding $1,500,000. Their tailored services are designed to meet the unique and complex needs of families and corporations.Explore more
The Stan Wong Group's Social MediaPopular SearchesThe Stan Wong GroupScotia Wealth ManagementScotia Capital IncStan WongStan Wong GroupSIC Code 62,628NAICS Code 52,523Show more

The Stan Wong Group Org Chart

PhoneEmail
AV
Canada flag for contact location.

Senior Signature Banker and Mutual Fund Repre...

PhoneEmail
SB
Canada flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Stan Wong Group

<$5M
11-50
Private
-
-
AV
Alex VincentSenior Signature Banker and Mutual Fund Representative
$5M
11-50
Private
-
-
BC
Ben ChanInvestment Associate
<$5M
1-10
Private
-
-
AF
Anne FountainST Trust Administrator
<$5M
11-50
Private
-
1975
N/A
<$5M
1-10
Private
-
2000
SG
Setareh GhaffariAdministrative Associate
<$5M
11-50
Private
-
1980
SM
Sandra MarchioroAdministrative Associate
<$5M
1-10
Private
-
1997
JR
Joshua RoebuckInvestment Associate & Associate Portfolio Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Stan Wong Group Tech Stack

A closer look at the technologies used by The Stan Wong Group

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Frequently Asked Questions Regarding The Stan Wong Group

What is The Stan Wong Group's official website?
The Stan Wong Group's official website is www.stanwong.com
What is The Stan Wong Group's Revenue?
The Stan Wong Group's revenue is <$5 Million
What is The Stan Wong Group's SIC code?
The Stan Wong Group's SIC: 62,628
What is The Stan Wong Group's NAICS code?
The Stan Wong Group's NAICS: 52,523
How many employees does The Stan Wong Group have?
The Stan Wong Group has 11-50 employees
What industry does The Stan Wong Group belong to?
The Stan Wong Group is in the industry of: Finance, Securities Trading
What is The Stan Wong Group competition?
The Stan Wong Group top competitors include: Scotia Wealth Management, Bank of Nova Scotia, Roberts Portfolio Management, The Symons Group
What technology does The Stan Wong Group use?
Some of the popular technologies that The Stan Wong Group uses are: reCAPTCHA, Google Tag Manager, Sectigo, Amazon Web Hosting
How do I contact The Stan Wong Group?
The Stan Wong Group contact info: Phone number: (905) 752-1996 Website: www.stanwong.com
What does The Stan Wong Group do?

The Stan Wong Group specializes in providing seasoned investment counsel and comprehensive wealth management services aimed at elevating clients' wealth. They are dedicated to delivering ongoing, trusted advice to help clients achieve their financial objectives while safeguarding their assets. The group primarily serves business owners, executives,... professionals, and high-net-worth families with investable assets exceeding $1,500,000. Their tailored services are designed to meet the unique and complex needs of families and corporations.Read More

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

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