WK Financial Planning

Finance · Canada · 1-10 Employees

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Overview

Headquarters

208 Ontario St, Stratford, Ontario, N5A ...

Phone Number

(519) 273-7377

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
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1

About WK Financial Planning

WK Financial, operating under Assante Capital Management Ltd., provides comprehensive wealth planning services tailored to individual financial situations. Their offerings include financial planning, investment management, retirement and estate planning, insurance, and business planning. The firm aims to assist clients in achieving their financial goals through a structured five-step process, ensuring personalized strategies and ongoing support. They cater to a diverse clientele seeking to simplify and enhance their financial management.Explore more
WK Financial Planning's Social MediaPopular SearchesWK Financial Planning LtdWK FinancialDarryl Parsons, WK Financial, Manulife Securities ...Jeff Keller, WK Financial Planning, Manulife Secur...Shawn Malvern, WK Financial, Manulife Securities I...SIC Code 62,628NAICS Code 52,523Show more

WK Financial Planning Org Chart

PhoneEmail
KC
Canada flag for contact location.

Office Manager

PhoneEmail
DM
Canada flag for contact location.

Manager, Business

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WK Financial Planning

<$5M
1-10
Private
-
-
KC
Kenny ChisholmOffice Manager
<$5M
1-10
Private
-
-
AS
Angela SimpsonClient Services, Manulife Wealth Inc Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
JL
Josh LandinInternet Sales Manager
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

WK Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

WK Financial Planning Tech Stack

A closer look at the technologies used by WK Financial Planning

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Frequently Asked Questions Regarding WK Financial Planning

What is WK Financial Planning's official website?
WK Financial Planning's official website is www.wkfinancial.ca
What is WK Financial Planning's Revenue?
WK Financial Planning's revenue is <$5 Million
What is WK Financial Planning's SIC code?
WK Financial Planning's SIC: 62,628
What is WK Financial Planning's NAICS code?
WK Financial Planning's NAICS: 52,523
How many employees does WK Financial Planning have?
WK Financial Planning has 1-10 employees
What industry does WK Financial Planning belong to?
WK Financial Planning is in the industry of: Finance, Securities Trading
What is WK Financial Planning competition?
WK Financial Planning top competitors include: Fritz Financial Planning, Kudsia Leith Sanchez, Financial Health Works, Rogalski Financial Services
What technology does WK Financial Planning use?
Some of the popular technologies that WK Financial Planning uses are: Google Universal Analytics, New Relic Browser, Adobe Typekit, Google Font API
How do I contact WK Financial Planning?
WK Financial Planning contact info: Phone number: (519) 273-7377 Website: www.wkfinancial.ca
What does WK Financial Planning do?

WK Financial, operating under Assante Capital Management Ltd., provides comprehensive wealth planning services tailored to individual financial situations. Their offerings include financial planning, investment management, retirement and estate planning, insurance, and business planning. The firm aims to assist clients in achieving their financial... goals through a structured five-step process, ensuring personalized strategies and ongoing support. They cater to a diverse clientele seeking to simplify and enhance their financial management.Read More

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

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