Cornerstone Fiduciary Wealth Management

Financial Services • Calgary, Alberta, Canada • 1-10 Employees

Company overview

Headquarters	Suite 601, 438-11 Ave SE, Calgary, Alberta T2G 0Y4, CA
Phone number	+18882605360
Website	myfiduciary.ca
NAICS	52
Keywords	Estate Planning, Investment Management, Tax Strategies, Finanacial Planning
Founded	2003
Employees	1-10
Socials

Key Contact at Cornerstone Fiduciary Wealth Management

Gary Cooper

President

Cornerstone Fiduciary Wealth Management Email Formats

Cornerstone Fiduciary Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@csfg.ca), used 75% of the time.

Format	Example	Percentage
{first initial}	j@csfg.ca	75%
{first name}.{last name}	john.doe@csfg.ca	25%

About Cornerstone Fiduciary Wealth Management

Cornerstone Fiduciary Wealth Management is a privately owned, independent wealth management firm. We act as our clients' fiduciary to build and manage customized portfolios and wealth management strategies for clients across Canada. *Cornerstone Investment Counsel Ltd. is a wholly owned subsidiary of Harbourfront Wealth Holdings Inc., operating as Cornerstone Fiduciary Wealth Management. The concept of retirement is changing from the notion of not working to that of not having to work. Financial freedom to you may mean travelling, exploring new opportunities, or to not worry about finances. Whatever the specifics, knowing you are on the right path can be as comforting as achieving it. Our process driven strategies, commitment to a scientific approach and focus on minimizing costs, are all designed for this purpose. We work with entrepreneurs, business owners, professionals, families and individuals to manage their wealth and help them achieve financial freedom.

Cornerstone Fiduciary Wealth Management revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Entry

C-Suite

Employees by Department

Cornerstone Fiduciary Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Cornerstone Fiduciary Wealth Management has never raised funding before.

Cornerstone Fiduciary Wealth Management Tech Stack

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

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

Sectigo

SSL/TLS certificate authorities

Concrete CMS

CMS

Frequently asked questions

Cornerstone Fiduciary Wealth Management is located in Calgary, Alberta, CA.

You can reach Cornerstone Fiduciary Wealth Management at +18882605360.

Cornerstone Fiduciary Wealth Management was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Cornerstone Fiduciary Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cornerstone Fiduciary Wealth Management

Gary Cooper

President

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