Coaching Financier Trek Revenue
Financial Services • 
Laval, Quebec, Canada • 11-20 Employees
Coaching Financier Trek revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Key Contact at Coaching Financier Trek
Bérubé Marc
President
Company overview
| Headquarters | 4020 Louis-B. Mayer, bureau 308, Laval, (Québec) H7P 0J1, CA |
| Phone number | +15143348701 |
| Websites | |
| NAICS | 52 |
| SIC | 829 |
| Keywords | Investments, Wealth Management, Assurances, Asset Management, Retirement Planning, Financial Strategies, Insurance, Financial Planning, Gestion Du Patrimoine, Investissements, Planification De La Retraite, Planification Financière Et Successorale, Stratégies Fiscales |
| Founded | 2002 |
| Employees | 11-20 |
| Socials |
Coaching Financier Trek Email Formats
Coaching Financier Trek uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@coachingtrek.com), used 58.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@coachingtrek.com | 58.8% |
{first initial}.{last name} | j.doe@coachingtrek.com | 41.2% |
About Coaching Financier Trek
Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles. Nos principaux secteurs d’expertise sont la planification financière, fiscale et successorale, les assurances, la retraite et les investissements. Notre équipe compte sur la présence de plusieurs conseillers d’expérience qui couvrent l’ensemble des besoins en matière de conseils financiers ainsi que d’un avocat et fiscaliste qui travaille en étroite collaboration avec les propriétaires d’entreprises afin de les aider à sécuriser leur avenir financier. Les produits d’assurance, y compris les polices de fonds distincts, sont offerts par l’entremise de Coaching Financier Trek et les produits de fonds communs de placement sont offerts par l’entremise d’Investia Services financiers Inc. ____________________ Founded in 2002, Coaching Financier Trek is an independent firm specialized in financial services that provides advice to professionals, businesses and families. Our main areas of expertise are financial, tax and estate planning, insurance, retirement and investments. Our team relies on the presence of several experienced advisors who cover all financial advice needs as well as a lawyer and tax specialist who works closely with business owners to help them secure their financial future. Insurance products, including segregated fund policies, are offered through Coaching Financier Trek and mutual fund products are offered through Investia Financial Services Inc.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Coaching Financier Trek has 8 employees across 2 departments.
Departments
Number of employees
Funding Data
Coaching Financier Trek has never raised funding before.
Coaching Financier Trek Tech Stack
Discover the technologies and tools that power Coaching Financier Trek's digital infrastructure, from frameworks to analytics platforms.
WordPress themes
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Maps
Page builders
JavaScript libraries
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Programming languages
Blogs
Translation
United States
Frequently asked questions
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