TK Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

880 Lady Ellen Pl Ste 100, Ottawa, Ontar...

Phone Number

(613) 715-9233

Revenue

$7.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About TK Wealth Management

Turn Key Wealth Management offers personalized financial advice tailored to individual needs, focusing on human-centered interactions. They provide flexible service options, allowing clients to engage through various channels, whether online or in-person. The company emphasizes the importance of communication and adapting financial plans based on client preferences. Their target clients include individuals seeking comprehensive wealth management and those looking for specific financial planning assistance.Explore more
TK Wealth Management's Social MediaPopular SearchesTK Wealth Management IncInvestment Planning Counsel IncTkwm LLCTk Wealth ManagementTurn Key Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

TK Wealth Management Org Chart

PhoneEmail
JL
Canada flag for contact location.

Sales Manager & Senior Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TK Wealth Management

$7.3M
11-50
Private
-
2011
JL
John LiepaSales Manager & Senior Advisor
$8.4M
11-50
Private
-
-
JL
Jennifer LeungManager, Client Services
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
HC
Hee ChungWealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1965
BH
Barry HansonFounder & President & Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

TK Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

TK Wealth Management Tech Stack

A closer look at the technologies used by TK Wealth Management

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Frequently Asked Questions Regarding TK Wealth Management

What is TK Wealth Management's official website?
TK Wealth Management's official website is www.tkwm.ca
What is TK Wealth Management's Revenue?
TK Wealth Management's revenue is $7.3 Million
What is TK Wealth Management's SIC code?
TK Wealth Management's SIC: 62,628
What is TK Wealth Management's NAICS code?
TK Wealth Management's NAICS: 52,523
How many employees does TK Wealth Management have?
TK Wealth Management has 11-50 employees
What industry does TK Wealth Management belong to?
TK Wealth Management is in the industry of: Finance, Securities Trading
What is TK Wealth Management competition?
TK Wealth Management top competitors include: The Hanson Team, Legacy Wealth Management, Investment Planning Counsel, Keill & Associates
What technology does TK Wealth Management use?
Some of the popular technologies that TK Wealth Management uses are: Google Universal Analytics, Liferay, Proofpoint, Barracuda Networks
How do I contact TK Wealth Management?
TK Wealth Management contact info: Phone number: (613) 715-9233 Website: www.tkwm.ca
What does TK Wealth Management do?

Turn Key Wealth Management offers personalized financial advice tailored to individual needs, focusing on human-centered interactions. They provide flexible service options, allowing clients to engage through various channels, whether online or in-person. The company emphasizes the importance of communication and adapting financial plans based on c... lient preferences. Their target clients include individuals seeking comprehensive wealth management and those looking for specific financial planning assistance.Read More

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

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