Beyond Wealth Management Revenue

Financial Services • Regina, Saskatchewan, Canada • 11-20 Employees

Beyond Wealth Management revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contact at Beyond Wealth Management

Connie Bushell

Managing Director

Company overview

Headquarters	341 Hoffer Dr, Regina, Saskatchewan S4N 6E2, CA
Phone number	+18553591999
Website	beyondwealth.ca
NAICS	52
SIC	874
Keywords	Succession Planning, Wealth Management, Financial Consulting, Retirement Planning, Life Insurance, Estate Planning, Investment Representative
Employees	11-20
Socials

Beyond Wealth Management Email Formats

Beyond Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@beyondwealth.ca), used 55.6% of the time.

Format	Example	Percentage
{first name}	john@beyondwealth.ca	55.6%
{first initial}	j@beyondwealth.ca	44.4%

About Beyond Wealth Management

Beyond Wealth was founded in 2011 by Leander Dueck. Prior to founding Beyond Wealth, Leander spent nearly 15 years working at Great West Life, and many of those years as a Senior Vice-President. However, Leander’s desire for making an impact with business owners and their families led him to leave the corporate hallways and begin Beyond Wealth Management. Today, the entrepreneurial passion and leading financial experience the Beyond Wealth Team offers, has allowed Beyond Wealth to rise as a leader in the industry and offer unprecedented expertise for business owners, professionals and transitioning businesses. Beyond Wealth specializes in helping you clarify your goals and develop strategies to maximize the wealth you’ve worked so hard to realize. We understand the needs and concerns of families of affluence and are distinctively equipped to help you maximize your equity and minimize your taxes. Our advisory will design and build your Beyond Wealth plan tailored to the unique needs of affluent business owners and professionals.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Beyond Wealth Management has 6 employees across 5 departments.

Departments

Number of employees

Funding Data

Beyond Wealth Management has never raised funding before.

Beyond Wealth Management Tech Stack

Discover the technologies and tools that power Beyond Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Astra

WordPress themes

WPForms

Form builders

jQuery UI

JavaScript libraries

Google Maps

Maps

Elementor

Page builders

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

Google PageSpeed

Caching

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Beyond Wealth Management is located in Regina, Saskatchewan, CA.

You can reach Beyond Wealth Management at +18553591999.

Beyond Wealth Management generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

Beyond Wealth Management has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Beyond Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Beyond Wealth Management

Connie Bushell

Managing Director

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