Vision Financial Partners

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1700 Langstaff Rd Ste 1001, Concord, Ont...

Phone Number

(416) 984-5050

Revenue

<$5 Million

Industry

Finance Insurance Business Services Securities Trading Project Management
ZI Rank: 1
Signal Type
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ZI Rank
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About Vision Financial Partners

Vision Financial Partners Inc. is a boutique firm that specializes in advanced strategy work, providing customized solutions to discerning clients across Canada. With over 30 years of experience, they partner with insurance and investment advisors to offer second opinions on complex cases and collaborate with accountants and estate lawyers. Their approach combines professional advice and networks, focusing on the best interests of corporate and high net worth clients. The firm emphasizes the importance of technical expertise and understanding client concerns.Explore more
Popular SearchesVision Financial Partners IncSIC Code 62,628NAICS Code 52,523Show more

Vision Financial Partners Org Chart

PhoneEmail
AY
Canada flag for contact location.

Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vision Financial Partners

<$5M
1-10
Private
-
-
AY
April YuManager, Operations
<$5M
1-10
Private
-
-
PL
Pat Landreth-SmithWealth Advisor & Portfolio Manager
<$5M
11-50
Private
-
2002
TT
Thanh TruongBranch Administrator
<$5M
1-10
Private
-
2000
TA
Taylor AmonsonVice President
<$5M
1-10
Private
-
2010
JL
Jiwon LeeVice President, Operations
<$5M
1-10
Private
-
-
SP
Sandra PerreaultInvestment Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Vision Financial Partners Tech Stack

A closer look at the technologies used by Vision Financial Partners

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Frequently Asked Questions Regarding Vision Financial Partners

What is Vision Financial Partners's official website?
Vision Financial Partners's official website is www.vfpinc.ca
What is Vision Financial Partners's Revenue?
Vision Financial Partners's revenue is <$5 Million
What is Vision Financial Partners's SIC code?
Vision Financial Partners's SIC: 62,628
What is Vision Financial Partners's NAICS code?
Vision Financial Partners's NAICS: 52,523
How many employees does Vision Financial Partners have?
Vision Financial Partners has 1-10 employees
What industry does Vision Financial Partners belong to?
Vision Financial Partners is in the industry of: Finance, Insurance, Business Services
What is Vision Financial Partners competition?
Vision Financial Partners top competitors include: Unbiased Financial Services, Rosen Group Private Wealth Management, Summit Private Wealth, Investment Planning Counsel
What technology does Vision Financial Partners use?
Some of the popular technologies that Vision Financial Partners uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, Squarespace
How do I contact Vision Financial Partners?
Vision Financial Partners contact info: Phone number: (416) 984-5050 Website: www.vfpinc.ca
What does Vision Financial Partners do?

Vision Financial Partners Inc. is a boutique firm that specializes in advanced strategy work, providing customized solutions to discerning clients across Canada. With over 30 years of experience, they partner with insurance and investment advisors to offer second opinions on complex cases and collaborate with accountants and estate lawyers. Their a... pproach combines professional advice and networks, focusing on the best interests of corporate and high net worth clients. The firm emphasizes the importance of technical expertise and understanding client concerns.Read More

Is Vision Financial Partners a public company?
Vision Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Vision Financial Partners

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