Unaffiliated Wealth
Finance · Canada · 11-50 Employees
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Overview
Headquarters
CanadaWebsite
www.unaffiliatedwealth.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Unaffiliated Wealth
Unaffiliated Wealth is an independent financial planning firm dedicated to guiding high performing Canadian Realtors® on the path to financial independence. We were founded out of the realization that our generation, millennials, are rarely getting the financial advice and guidance they deserve. Im on a mission to change that. Unlike what were often led to believe, financial planning is about so much more than investments and insurance. We firmly believe that true financial progress begins with establishing clarity and mastering cash flow, so thats where we start with all of our clients. Once a solid foundation has been built, only then can we confidently take advantage of the numerous wealth accumulation, tax reduction and risk management strategies available in Canada. Our comprehensive services include: Financial independence (not retirement!) planning Cash flow management Investment management Insurance planning Education planning Tax planning Estate planning Corporate planning MajRead more
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Revenue
Number of Employees
Type
Funding
Founded In
Unaffiliated Wealth
<$5M
11-50
Private
-
2022
N/A
<$5M
1-10
Private
-
2003
BT
Bianca TomensonDirector, Financial Planning & Insurance Solutions Senior Planner
Company Profile Activity
Activity Insights
Unaffiliated Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Unaffiliated Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Unaffiliated Wealth.
Unaffiliated Wealth Tech Stack
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Unaffiliated Wealth is an independent financial planning firm dedicated to guiding high performing Canadian Realtors® on the path to financial independence. We were founded out of the realization that our generation, millennials, are rarely getting the financial advice and guidance they deserve. Im on a mission to change that. Unlike what were ofte... Read More
