Financial Dream Solutions Inc Revenue

Financial Services • Kelowna, British Columbia, Canada • 11-20 Employees

Financial Dream Solutions Inc 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 Contacts at Financial Dream Solutions Inc

Neil Macdonald

Ceo

Steve Van De Vosse

Chief Development Officer Cdo | Advisor | Co-Owner

Company overview

Headquarters	1628 Dickson Avenue, 100, Kelowna, British Columbia, CA
Phone number	+12504952161
Websites	sunlife.ca sunlife.com
NAICS	52
Keywords	Group Benefits, Business Planning, Retirement & Estate Planning, Wealth And Risk Management, Holistic Review
Employees	11-20
Socials

Financial Dream Solutions Inc Email Formats

Financial Dream Solutions Inc uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@sunlife.com), used 60% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@sunlife.com	60%
{first initial}.{last name}	j.doe@sunlife.com	40%

About Financial Dream Solutions Inc

Since 1992, we have led the effort to provide our clients with holistic financial services. Financial Dream Solutions Inc. (FDS) specializes in helping Canadians achieve lifetime security through excellence in financial strategy and life goals achievement. Located in Osoyoos, Penticton, Merritt, and Kelowna, we are a thriving financial services company that can provide you with a wide spectrum of insurance and investment services. We promise to deliver excellent service and appropriate solutions, given your needs, goals and dreams, regardless of what stage in life you’re at. Neil R. MacDonald, RIS Steve Van de Vosse Carmine Maddalena We are Sun Life advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Financial Dream Solutions Inc has 7 employees across 5 departments.

Departments

Number of employees

Funding Data

Financial Dream Solutions Inc has never raised funding before.

Frequently asked questions

Financial Dream Solutions Inc is located in Kelowna, British Columbia, CA.

You can reach Financial Dream Solutions Inc at +12504952161.

Financial Dream Solutions Inc generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

Financial Dream Solutions Inc 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.

Financial Dream Solutions Inc has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Financial Dream Solutions Inc

Neil Macdonald

Ceo

Steve Van De Vosse

Chief Development Officer Cdo | Advisor | Co-Owner

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