The Wealth Council
Finance · Canada · 11-50 Employees
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Overview
Headquarters
700 2nd St SW Ste 600, Calgary, Alberta,...Phone Number
(587) 315-0319Website
www.thewealthcouncil.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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Apr
May
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ZI Rank
1
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2
1
1
1
About The Wealth Council
The Wealth Council is a Calgary-based boutique wealth management firm that specializes in custom financial planning tailored to individual client needs. With a team of experienced professionals, they prioritize a client-first approach, focusing on maximizing returns and minimizing tax through collaboration with clients' existing advisors. Their independence allows them to offer the best solutions in asset management, tax optimization, investment management, and credit solutions. The firm is dedicated to building long-term relationships based on trust and aligning their fees with client success.Explore more
The Wealth Council Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2003
BT
Bianca TomensonDirector, Financial Planning & Insurance Solutions Senior Planner
Company Profile Activity
Activity Insights
The Wealth Council is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
The Wealth Council is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Wealth Council.
The Wealth Council Tech Stack
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The Wealth Council is a Calgary-based boutique wealth management firm that specializes in custom financial planning tailored to individual client needs. With a team of experienced professionals, they prioritize a client-first approach, focusing on maximizing returns and minimizing tax through collaboration with clients' existing advisors. Their ind... Read More
