Wealthy Roots Financial
Finance · Canada · 1-10 Employees
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Overview
Headquarters
500 Victoria St, Kamloops, British Colum...Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Wealthy Roots Financial
Wealthy Roots Financial is a boutique financial planning firm located in Kamloops, BC, specializing in personalized investment and retirement strategies for individuals and families in the later stages of wealth building and retirement. Operated by a mother-daughter team, Sandy and Shelby, the firm emphasizes exceptional client experience and long-term relationships. With over 50 years of combined industry experience, they provide professional guidance on income, pension decisions, and ongoing investment portfolio management. Their commitment to client care and local community support sets them apart in the financial advisory landscape.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Wealthy Roots Financial
<$5M
1-10
Private
-
2019
N/A
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Wealthy Roots Financial is a boutique financial planning firm located in Kamloops, BC, specializing in personalized investment and retirement strategies for individuals and families in the later stages of wealth building and retirement. Operated by a mother-daughter team, Sandy and Shelby, the firm emphasizes exceptional client experience and long-... Read More
