Wealth Architects

Finance · Canada · 1-10 Employees

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Overview

Headquarters

4 Tipperary, Paradise, Newfoundland and ...

Phone Number

(709) 341-7775

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealth Architects

Wealth Architects Inc. is a boutique financial planning firm dedicated to helping Albertans achieve their financial goals and objectives. We pride ourselves on providing the information you require to make an informed decision about your financial situation and your financial future. The implementation of our unique financial planning concepts will assist you in building an efficient and tax effective plan that will help you secure your financial future. Wealth Architects Inc. was established in 2008, but our roots are much deeper and began in 1996. We have extensive experience in the financial services, investment and insurance businesses. In addition to over 10 years experience of providing clients with financial advice and helping them achieve their financial goals. We also have many years experience working for Insurance and Investment companies as an Insurance and Investment Wholesaler, Sales Manager and Financial Industry Executive where we has been involved in such things as TraRead more
Wealth Architects's Social MediaPopular SearchesWealth Architects IncFinancial Planning AdviceNewfound Wealth Advisors IncWealth Architects CorpSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Architects

<$5M
1-10
Private
-
2008
N/A
$5.3M
1-10
Private
-
2016
DC
Dahlia ClarkeInvestment Assistant & Manulife Wealth Inc Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1998
N/A
<$5M
1-10
Private
-
1974
N/A
<$5M
1-10
Private
-
-
CM
Christine MaguireOperational Associate
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Architects Tech Stack

A closer look at the technologies used by Wealth Architects

Top Finance Companies

Frequently Asked Questions Regarding Wealth Architects

What is Wealth Architects's official website?
Wealth Architects's official website is www.wealtharchitects.ca
What is Wealth Architects's Revenue?
Wealth Architects's revenue is <$5 Million
What is Wealth Architects's SIC code?
Wealth Architects's SIC: 62,628
What is Wealth Architects's NAICS code?
Wealth Architects's NAICS: 52,523
How many employees does Wealth Architects have?
Wealth Architects has 1-10 employees
What industry does Wealth Architects belong to?
Wealth Architects is in the industry of: Finance, Securities Trading
What is Wealth Architects competition?
Wealth Architects top competitors include: RoTech Sales Engineering, Generations Wealth Advisors, Hunt Group Private Wealth, Reg Matheson Financial Services
What technology does Wealth Architects use?
Some of the popular technologies that Wealth Architects uses are: Google Universal Analytics, Microsoft 365, DreamHost, Google Analytics
How do I contact Wealth Architects?
Wealth Architects contact info: Phone number: (709) 341-7775 Website: www.wealtharchitects.ca
What does Wealth Architects do?

Wealth Architects Inc. is a boutique financial planning firm dedicated to helping Albertans achieve their financial goals and objectives. We pride ourselves on providing the information you require to make an informed decision about your financial situation and your financial future. The implementation of our unique financial planning concepts will... assist you in building an efficient and tax effective plan that will help you secure your financial future. Wealth Architects Inc. was established in 2008, but our roots are much deeper and began in 1996. We have extensive experience in the financial services, investment and insurance businesses. In addition to over 10 years experience of providing clients with financial advice and helping them achieve their financial goals. We also have many years experience working for Insurance and Investment companies as an Insurance and Investment Wholesaler, Sales Manager and Financial Industry Executive where we has been involved in such things as Training New Advisors, Product Development, Relationship Building and Executive Account Management. With this extensive background, WE UNDERSTAND THE NEEDS OF CLIENTS and how best to deliver them. We have over ten years holding the Certified Financial Planning (CFP) designation in good standing with the Financial Planning Standards Council of Canada and have held the Chartered Life Underwriter (CLU) designation since 2005. We also have many years of working to protect client's interests through Advocis (The Financial Advisors Association of Canada) and the Alberta Insurance Council, where we were instrumental in developing the code of conduct for all Alberta Insurance Advisors. How We Can Help: We have enriched our client's lives by PROTECTING THEIR ASSETS, PRESERVING THEIR CAPITAL, SECURING THEIR LIFESTYLE, INSURING THEIR INCOME, PLANNING THEIR RETIREMENT INCOME, PLANNING THEIR ESTATES and REDUCING THEIR TAXES. Our FRIENDLY MANNER puts clients at ease quickly and they soon come to appreciate that they will receive the information ...Read More

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

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