WDB + Associates

Finance · Canada · 1-10 Employees

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Overview

Headquarters

20 Eglinton Ave W Suite 1001, Toronto, O...

Phone Number

(781) 229-7428

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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About WDB + Associates

WDB + Associates is an independent, full-service financial advisory firm based in Toronto, specializing in wealth management, retirement planning, and insurance services. Since 2006, they have provided personalized financial planning solutions tailored to the unique needs of individuals, families, and business owners. The firm emphasizes a client-centered approach, focusing on understanding financial circumstances to develop innovative strategies for long-term success. Their dedicated team, led by experienced professionals, aims to build lasting relationships and ensure financial security for their clients.Explore more
WDB + Associates's Social MediaPopular SearchesWDB + AssociatesWDB+AssociatesWDB+ AssociatesWDB+ Associates| IncWdc AssociatesSIC Code 62,628NAICS Code 52,523Show more

WDB + Associates Org Chart

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MD
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Vice President, Operations

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OD
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Office and Client Care Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WDB + Associates

<$5M
1-10
Private
-
2006
MD
Michelle DiazVice President, Operations
$9.2M
11-50
Private
-
-
DC
David CutraraSenior Wealth Advisor
<$5M
11-50
Private
-
2011
CD
Catherine DuffneyAdministrative Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
-
JM
John McCollCertified Financial Planner & Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

WDB + Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

WDB + Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WDB + Associates.

WDB + Associates Tech Stack

A closer look at the technologies used by WDB + Associates

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Frequently Asked Questions Regarding WDB + Associates

What is WDB + Associates's official website?
WDB + Associates's official website is www.wdba.ca
What is WDB + Associates's Revenue?
WDB + Associates's revenue is <$5 Million
What is WDB + Associates's SIC code?
WDB + Associates's SIC: 62,628
What is WDB + Associates's NAICS code?
WDB + Associates's NAICS: 52,523
How many employees does WDB + Associates have?
WDB + Associates has 1-10 employees
What industry does WDB + Associates belong to?
WDB + Associates is in the industry of: Finance, Insurance, Securities Trading
What is WDB + Associates competition?
WDB + Associates top competitors include: Buss Financial Group, Purposed Financial, McColl Financial Services, Thomas Au
What technology does WDB + Associates use?
Some of the popular technologies that WDB + Associates uses are: Cloudflare CDN, YouTube, Microsoft 365, GoDaddy DNS
How do I contact WDB + Associates?
WDB + Associates contact info: Phone number: (781) 229-7428 Website: www.wdba.ca
What does WDB + Associates do?

WDB + Associates is an independent, full-service financial advisory firm based in Toronto, specializing in wealth management, retirement planning, and insurance services. Since 2006, they have provided personalized financial planning solutions tailored to the unique needs of individuals, families, and business owners. The firm emphasizes a client-c... entered approach, focusing on understanding financial circumstances to develop innovative strategies for long-term success. Their dedicated team, led by experienced professionals, aims to build lasting relationships and ensure financial security for their clients.Read More

What are WDB + Associates social media links?
WDB + Associates Linkedin page WDB + Associates Twitter page WDB + Associates Facebook page
Is WDB + Associates a public company?
WDB + Associates is private company therefore does not currently have an official ticker symbol
See more information about WDB + Associates

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