The Watkins Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

730 View St Fl 9, Victoria, British Colu...

Phone Number

(250) 298-4845

Revenue

<$5 Million

Industry

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

The Watkins Group specializes in helping clients secure their personal financial future by providing services such as financial planning, investment advice, estate planning, and business transition planning. They prioritize understanding their clients' goals and needs, creating personalized wealth journeys. The firm's approach emphasizes personal connections and consistent communication, ensuring clients feel informed and supported throughout the investment process. Many clients are referred to Watkins Group due to their commitment to exceptional service and the trust they build with individuals seeking financial guidance.Explore more
The Watkins Group's Social MediaPopular SearchesThe Watkins GroupSIC Code 62,628NAICS Code 52,523Show more

The Watkins Group Org Chart

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JG
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Managing Director, Tax & Estate Planning

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JD
Canada flag for contact location.

Associate Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Watkins Group

<$5M
1-10
Private
-
-
JG
Jamie GolombekManaging Director, Tax & Estate Planning
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
DL
Darren LorenzPortfolio Manager
<$5M
1-10
Private
-
2012
SW
Sue WaiExecutive Assistant
<$5M
1-10
Private
-
1998
SI
Sylvain ImbeaultCo-Founder & Strategic Advisor & Financial Security Advisor & Mutual Fund Representative
<$5M
1-10
Private
-
-
LZ
Lara ZupkeExecutive Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Watkins Group Tech Stack

A closer look at the technologies used by The Watkins Group

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Frequently Asked Questions Regarding The Watkins Group

What is The Watkins Group's official website?
The Watkins Group's official website is www.watkinsgroup.ca
What is The Watkins Group's Revenue?
The Watkins Group's revenue is <$5 Million
What is The Watkins Group's SIC code?
The Watkins Group's SIC: 62,628
What is The Watkins Group's NAICS code?
The Watkins Group's NAICS: 52,523
How many employees does The Watkins Group have?
The Watkins Group has 1-10 employees
What industry does The Watkins Group belong to?
The Watkins Group is in the industry of: Finance, Securities Trading
What is The Watkins Group competition?
The Watkins Group top competitors include: Lorenz Wealth Management, Imbeault Capital, Senecal Group Private Wealth Management, Silverberg Wealth
What technology does The Watkins Group use?
Some of the popular technologies that The Watkins Group uses are: CSC Corporate Domains, Cloudflare CDN, Adobe Activation, YouTube
How do I contact The Watkins Group?
The Watkins Group contact info: Phone number: (250) 298-4845 Website: www.watkinsgroup.ca
What does The Watkins Group do?

The Watkins Group specializes in helping clients secure their personal financial future by providing services such as financial planning, investment advice, estate planning, and business transition planning. They prioritize understanding their clients' goals and needs, creating personalized wealth journeys. The firm's approach emphasizes personal c... onnections and consistent communication, ensuring clients feel informed and supported throughout the investment process. Many clients are referred to Watkins Group due to their commitment to exceptional service and the trust they build with individuals seeking financial guidance.Read More

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

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