Wealth Maximization Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1260 Journey's End Cir Unit 2, Newmarket...

Phone Number

(905) 830-6753

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Wealth Maximization Group

Wealth Maximization Group, located in Newmarket, Ontario, offers personalized financial planning, investment advice, and retirement strategies tailored to individual client needs. Their services include comprehensive insurance options, tax planning, and estate planning, aimed at maximizing, protecting, and simplifying clients' wealth. The company caters to a diverse clientele, including young families, established families, retirees, and singles. They emphasize building long-term relationships with clients, treating them like family while providing expert financial guidance.Explore more
Wealth Maximization Group's Social MediaPopular SearchesWealth Maximization GroupWealth Max Investment LLCAdvisorNetMaximization Group LtdMaximize Wealth Group LtdSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Maximization Group

<$5M
1-10
Private
-
2013
N/A
$6M
11-50
Private
-
-
SF
Sherman FriesenCertified Financial Planner
<$5M
1-10
Private
-
2011
AP
Andrea PowellPractice Manager
<$5M
1-10
Private
-
-
JM
John MalykCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
PL
Paul LaheyCertified Financial Planner
<$5M
1-10
Private
-
-
Mark Wadey, President & Partner at Oriana Wealth Management
Mark WadeyPresident & Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Maximization Group Tech Stack

A closer look at the technologies used by Wealth Maximization Group

Wealth Maximization Group News & Media

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Frequently Asked Questions Regarding Wealth Maximization Group

What is Wealth Maximization Group's official website?
Wealth Maximization Group's official website is www.wealth-max.com
What is Wealth Maximization Group's Revenue?
Wealth Maximization Group's revenue is <$5 Million
What is Wealth Maximization Group's SIC code?
Wealth Maximization Group's SIC: 62,628
What is Wealth Maximization Group's NAICS code?
Wealth Maximization Group's NAICS: 52,523
How many employees does Wealth Maximization Group have?
Wealth Maximization Group has 1-10 employees
What industry does Wealth Maximization Group belong to?
Wealth Maximization Group is in the industry of: Finance, Insurance, Securities Trading
What is Wealth Maximization Group competition?
Wealth Maximization Group top competitors include: Oriana Wealth Management, Thomas Laube Wealth Advisory, H & A Financial Advisors, The Complete Wealth Management System
What technology does Wealth Maximization Group use?
Some of the popular technologies that Wealth Maximization Group uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
How do I contact Wealth Maximization Group?
Wealth Maximization Group contact info: Phone number: (905) 830-6753 Website: www.wealth-max.com
What does Wealth Maximization Group do?

Wealth Maximization Group, located in Newmarket, Ontario, offers personalized financial planning, investment advice, and retirement strategies tailored to individual client needs. Their services include comprehensive insurance options, tax planning, and estate planning, aimed at maximizing, protecting, and simplifying clients' wealth. The company c... aters to a diverse clientele, including young families, established families, retirees, and singles. They emphasize building long-term relationships with clients, treating them like family while providing expert financial guidance.Read More

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

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