The Wealth Planning Group
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 51-200 Employees

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Overview

Headquarters

1 1851 Portage Ave Unit 2, Winnipeg, Man...

Phone Number

(204) 989-7676

Revenue

$12.4 Million

Industry

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

WPG Wealth Planning Group, based in Winnipeg, offers financial advisory services including wealth management, retirement planning, life insurance, and tax support across Manitoba. The company focuses on building customized financial plans tailored to the unique needs of its clients, fostering long-term relationships based on trust. Their expert team is dedicated to guiding clients through various market conditions to help them achieve their financial and personal goals. WPG serves both individual and business clients, ensuring comprehensive support throughout their financial journeys.Explore more
The Wealth Planning Group's Social MediaPopular SearchesThe Wealth Planning Group IncThe Wealth Planning GroupWealth Planning GroupWpgWpg The Wealth Planning Group IncSIC Code 62,628NAICS Code 52,523Show more

The Wealth Planning Group Org Chart

PhoneEmail
ES
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Controller

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MS
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Managing Partner

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EJ
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Insurance Financial Advisor

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SS
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Financial Employee Benefits Advisor & Advisor

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SR
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Associate Advisor

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BS
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Associate Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Wealth Planning Group

$12.4M
51-200
Private
-
2013
$10.6M
51-200
Private
-
2004
AY
Anthony YeungVice President, Advisor Development
$6.7M
11-50
Private
-
2010
N/A
$5.4M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
SS
Shayne SmithFinancial Advisor
<$5M
11-50
Private
-
2015
PM
Peter MarchlPartner and Certified Financial Planner
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Company Profile Activity

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Activity Insights

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

What does this means?

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

The Wealth Planning Group Tech Stack

A closer look at the technologies used by The Wealth Planning Group

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Frequently Asked Questions Regarding The Wealth Planning Group

What is The Wealth Planning Group's official website?
The Wealth Planning Group's official website is www.wpg-plan.com
What is The Wealth Planning Group's Revenue?
The Wealth Planning Group's revenue is $12.4 Million
What is The Wealth Planning Group's SIC code?
The Wealth Planning Group's SIC: 62,628
What is The Wealth Planning Group's NAICS code?
The Wealth Planning Group's NAICS: 52,523
How many employees does The Wealth Planning Group have?
The Wealth Planning Group has 51-200 employees
What industry does The Wealth Planning Group belong to?
The Wealth Planning Group is in the industry of: Finance, Insurance, Securities Trading
What is The Wealth Planning Group competition?
The Wealth Planning Group top competitors include: Cwf Group, Phil Gozlan, Mudge Financial, GTA Wealth Management
What technology does The Wealth Planning Group use?
Some of the popular technologies that The Wealth Planning Group uses are: goo.gl, PHP 5.6, PHP, LiveRamp
How do I contact The Wealth Planning Group?
The Wealth Planning Group contact info: Phone number: (204) 989-7676 Website: www.wpg-plan.com
What does The Wealth Planning Group do?

WPG Wealth Planning Group, based in Winnipeg, offers financial advisory services including wealth management, retirement planning, life insurance, and tax support across Manitoba. The company focuses on building customized financial plans tailored to the unique needs of its clients, fostering long-term relationships based on trust. Their expert tea... m is dedicated to guiding clients through various market conditions to help them achieve their financial and personal goals. WPG serves both individual and business clients, ensuring comprehensive support throughout their financial journeys.Read More

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

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