WiseInvest

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1185 W Georgia 850, Vancouver, British C...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About WiseInvest

WiseInvest is a financial consulting firm dedicated to empowering business owners with strategic, tax-smart solutions for wealth building and protection. They offer a range of services including financial strategies, insurance planning, investment management, and tax planning tailored to the unique needs of each client. Their mission is to help business owners grow, protect, and transfer their wealth effectively while prioritizing client interests over sales targets. With a focus on clear communication and tailored solutions, WiseInvest aims to secure financial futures for business owners and their families.Explore more
WiseInvest's Social MediaPopular SearchesWiseInvestSIC Code 62,628NAICS Code 52,523Show more

WiseInvest Org Chart

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Financial Services Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WiseInvest

<$5M
1-10
Private
-
-
AD
Amirhossein DehnadiFinancial Services Consultant
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2009
BM
Brian MooreFinancial Investment Security Advisor & Representative
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
<$5M
1-10
Private
-
1991
SG
Scott GableCertified Financial Planner & Certified Professional & On Aging Consultant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WiseInvest Tech Stack

A closer look at the technologies used by WiseInvest

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Frequently Asked Questions Regarding WiseInvest

What is WiseInvest's official website?
WiseInvest's official website is www.wiseinvest.ca
What is WiseInvest's Revenue?
WiseInvest's revenue is <$5 Million
What is WiseInvest's SIC code?
WiseInvest's SIC: 62,628
What is WiseInvest's NAICS code?
WiseInvest's NAICS: 52,523
How many employees does WiseInvest have?
WiseInvest has 1-10 employees
What industry does WiseInvest belong to?
WiseInvest is in the industry of: Finance, Securities Trading
What is WiseInvest competition?
WiseInvest top competitors include: TRIO Financial Planning, Moore Investments & Insurance Group, Truespect Wealth Management, Carney Lyster & Associates Private Wealth
What technology does WiseInvest use?
Some of the popular technologies that WiseInvest uses are: HostPapa, YouTube, Vimeo, Google Tag Manager
What does WiseInvest do?

WiseInvest is a financial consulting firm dedicated to empowering business owners with strategic, tax-smart solutions for wealth building and protection. They offer a range of services including financial strategies, insurance planning, investment management, and tax planning tailored to the unique needs of each client. Their mission is to help bus... iness owners grow, protect, and transfer their wealth effectively while prioritizing client interests over sales targets. With a focus on clear communication and tailored solutions, WiseInvest aims to secure financial futures for business owners and their families.Read More

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

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