Vida Financial Group

Finance · Canada · 11-50 Employees

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Overview

Headquarters

1 High Meadow Pl Fl 2 Unit 8, North York...

Phone Number

(647) 725-9663

Revenue

$9.1 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Vida Financial Group

Vida Financial Group is a boutique financial advisory firm that specializes in holistic planning, offering services such as insurance, investments, and tax planning strategies. They cater to individuals and businesses seeking to enhance their financial security through tailored solutions for education funding, retirement planning, and debt management. With over 15 years of experience and a commitment to fiduciary duty, they prioritize their clients' best interests and aim to empower them to take control of their financial futures. Their diverse range of services also includes estate planning, charitable giving, and business transition planning.Explore more
Vida Financial Group's Social MediaPopular SearchesVida Financial GroupVida Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Vida Financial Group Org Chart

PhoneEmail
KM
Canada flag for contact location.

Firm Principal and Financial Planner

PhoneEmail
FJ
Canada flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Vida Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vida Financial Group

$9.1M
11-50
Private
-
2022
KM
Kevin MonizFirm Principal and Financial Planner
$6.3M
1-10
Private
-
2015
DA
Dennis AugerChief Financial Officer
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
-
TR
Todd RankinFinancial Planner
<$5M
1-10
Private
-
2000
N/A
<$5M
1-10
Private
-
1995
CV
Cathy VultaoAdministrative Assistant
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Vida Financial Group Tech Stack

A closer look at the technologies used by Vida Financial Group

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Frequently Asked Questions Regarding Vida Financial Group

What is Vida Financial Group's official website?
Vida Financial Group's official website is www.vidafg.ca
What is Vida Financial Group's Revenue?
Vida Financial Group's revenue is $9.1 Million
What is Vida Financial Group's SIC code?
Vida Financial Group's SIC: 62,628
What is Vida Financial Group's NAICS code?
Vida Financial Group's NAICS: 52,523
How many employees does Vida Financial Group have?
Vida Financial Group has 11-50 employees
What industry does Vida Financial Group belong to?
Vida Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Vida Financial Group competition?
Vida Financial Group top competitors include: Carney Lyster & Associates Private Wealth, Rankin Rice Wealth Management, Vaillancourt & Associés Private Wealth, PANGEA Private Wealth Counsel
What technology does Vida Financial Group use?
Some of the popular technologies that Vida Financial Group uses are: Sentry, WixStores, Wix, Varnish
How do I contact Vida Financial Group?
Vida Financial Group contact info: Phone number: (647) 725-9663 Website: www.vidafg.ca
What does Vida Financial Group do?

Vida Financial Group is a boutique financial advisory firm that specializes in holistic planning, offering services such as insurance, investments, and tax planning strategies. They cater to individuals and businesses seeking to enhance their financial security through tailored solutions for education funding, retirement planning, and debt manageme... nt. With over 15 years of experience and a commitment to fiduciary duty, they prioritize their clients' best interests and aim to empower them to take control of their financial futures. Their diverse range of services also includes estate planning, charitable giving, and business transition planning.Read More

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

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