West End Wealth Planning

Finance · Canada · 1-10 Employees

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Overview

Headquarters

5399 Eglinton Ave W Suite 206, Toronto, ...

Phone Number

(416) 640-9990

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About West End Wealth Planning

West End Wealth is a financial advisory firm focused on guiding Generation X entrepreneurs and families in simplifying wealth creation and protection. The company offers personalized financial advice to help clients gain confidence in their financial future and navigate the complexities of retirement planning. With a team boasting over 25 years of experience, they aim to provide clarity and trusted advice amidst contradictory financial information. Their services include retirement planning, asset protection, resources, and support for informed financial decisions.Explore more
West End Wealth Planning's Social MediaPopular SearchesWest End Wealth PlanningWest End Wealth Planning CouncilEnd Wealth PlanningWest End Wealth Planning - IPC Securities CorpIPC SecuritiesSIC Code 62,628NAICS Code 52,523Show more

West End Wealth Planning Org Chart

PhoneEmail
WB
Canada flag for contact location.

Cfp, Cim Financial Planner

PhoneEmail
PB
Canada flag for contact location.

Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

West End Wealth Planning

<$5M
1-10
Private
-
-
WB
William BarrecaCfp, Cim Financial Planner
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
11-50
Private
-
2001
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
Illustration of an envelope

Company Profile Activity

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Activity Insights

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

What does this means?

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

West End Wealth Planning Tech Stack

A closer look at the technologies used by West End Wealth Planning

West End Wealth Planning News & Media

  • West End Wealth Planning and Paul Barreca Present Essential Year-End Tax Reduction Strategies Webinar

    TORONTO--(BUSINESS WIRE)--West End Wealth Planning - a boutique wealth planning service will be hosting a free webinar on November 17, 2021. Join Award-Winning Wealth Advisor Paul Barreca, and Associate Advisor William Barreca as they present Essential Year-End Tax Reduction Strategies. As housing and food prices are continuously rising, many Canadians assume that these are the most expensive budget items for their family. But many Canadians are mistaken. “The average family spends more on taxe
  • West End Wealth Planning with Paul Barreca and Avika Ames Present: Business Owner’s Tax Reduction Blueprint

    TORONTO--(BUSINESS WIRE)--West End Wealth Planning - a boutique wealth planning service - will be hosting a free webinar on Business Owner’s Tax Reduction Blueprint. Join Paul Barreca and Avika Ames for this eye-opening Webinar as they explain how proven Strategies from their Guidepost FORMula process can significantly reduce a business owner’s taxes today, during your retirement, and in your legacy. “Too many business owners I’ve met have told me their tax and wealth planning are
  • West End Wealth Planning Announces Webinar for Cottage Tax & Transfer Mistakes

    TORONTO--(BUSINESS WIRE)--West End Wealth Planning - a boutique wealth planning service will be hosting a free webinar on cottage tax and transfer mistakes. The goal is to help Canadians avoid common and expensive mistakes when transferring ownership of their cottages. “Sixty-four percent of people do not have a retirement plan. Getting that plan together provides mental well-being and security. This is a significant moment to get advice about your ambitions for retirement,” said Paul Barreca,
Read more news

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Frequently Asked Questions Regarding West End Wealth Planning

What is West End Wealth Planning's official website?
West End Wealth Planning's official website is www.westendwealth.com
What is West End Wealth Planning's Revenue?
West End Wealth Planning's revenue is <$5 Million
What is West End Wealth Planning's SIC code?
West End Wealth Planning's SIC: 62,628
What is West End Wealth Planning's NAICS code?
West End Wealth Planning's NAICS: 52,523
How many employees does West End Wealth Planning have?
West End Wealth Planning has 1-10 employees
What industry does West End Wealth Planning belong to?
West End Wealth Planning is in the industry of: Finance, Securities Trading
What is West End Wealth Planning competition?
West End Wealth Planning top competitors include: Jack Lumsden, Tetrault Wealth Advisory Group, Carney Lyster & Associates Private Wealth, Investment Planning Counsel
What technology does West End Wealth Planning use?
Some of the popular technologies that West End Wealth Planning uses are: Cloudflare Website Optimization, Cloudflare CDN, Adobe Typekit, YouTube
How do I contact West End Wealth Planning?
West End Wealth Planning contact info: Phone number: (416) 640-9990 Website: www.westendwealth.com
What does West End Wealth Planning do?

West End Wealth is a financial advisory firm focused on guiding Generation X entrepreneurs and families in simplifying wealth creation and protection. The company offers personalized financial advice to help clients gain confidence in their financial future and navigate the complexities of retirement planning. With a team boasting over 25 years of... experience, they aim to provide clarity and trusted advice amidst contradictory financial information. Their services include retirement planning, asset protection, resources, and support for informed financial decisions.Read More

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

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