Consilium Wealth & Advisory
Financial Services • 
Toronto, Ontario, Canada • 1-10 Employees
Company overview
| Headquarters | Toronto, Ontario, Canada |
| Website | |
| NAICS | 52 |
| Keywords | Insurance Planning, Private Wealth Management, Disability Insurance, Group Benefits, Holistic Financial Planning, Life Insurance, Critical Illness Insurance, Travel Insurance, Financial Consultancy |
| Employees | 1-10 |
Key Contact at Consilium Wealth & Advisory
Daniel Gibson
Managing Partner, Owner
Consilium Wealth & Advisory Email Formats
Consilium Wealth & Advisory uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@consiliumwealth.ca), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@consiliumwealth.ca | 100% |
About Consilium Wealth & Advisory
Consilium Wealth & Advisory is a full service private wealth consultancy and insurance brokerage serving Canadians with over a decade of experience. We provide written financial plans and projections, access to leading institutional private wealth platforms, and a full array of personal life and health insurance. Our clients chose to work with us because of our highly personalized approach that seeks to tailor solutions to their exact needs. No one client or family is the same, and the dedicated human care that each receives in the process of securing their financial future has resulting in an unmatched level of trust and peace of mind. In addition to our own expertise, our trusted network of outside professionals such as lenders, lawyers, and accountants are sought after to assist in crafting our client's total financial framework, where needed.
Consilium Wealth & Advisory revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Consilium Wealth & Advisory has never raised funding before.
Australia
Singapore
United States
Frequently asked questions
4.8
40,000 users
