First Wealth Advisors

Financial Services • Halifax, Nova Scotia, Canada • 1-10 Employees

Company overview

Headquarters	237 Brownlow Avenue, 100, Dartmouth, Nova Scotia B3B2C6, CA
Phone number	+19028027718
Website	firstwealthadvisors.ca
NAICS	52
Keywords	Investing, Disability Insurance, Health Insurance, Whole Life Insurance, Life Insurance, Financial Planning, Cash Flow Planning, Evidence-Based Investing, High Cash Value Life Insurance, The And Asset
Founded	2021
Employees	1-10

Key Contact at First Wealth Advisors

Trent Mackeen

Business Owner and Certified Financial Planner®

First Wealth Advisors Email Formats

First Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@firstwealthadvisors.ca), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@firstwealthadvisors.ca	66.7%
{first name}	john@firstwealthadvisors.ca	33.3%

About First Wealth Advisors

Uncommon incomes deserve uncommon strategies and advice. We are a full service financial planning firm based in Halifax, Nova Scotia. We have a unique approach to personal and business finance and enjoy sharing our message with business owners, real estate investors, and incorporated professionals from coast to coast - virtually and in-person.

First Wealth Advisors revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

First Wealth Advisors has never raised funding before.

Frequently asked questions

First Wealth Advisors is located in Halifax, Nova Scotia, CA.

You can reach First Wealth Advisors at +19028027718.

First Wealth Advisors was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at First Wealth Advisors

Trent Mackeen

Business Owner and Certified Financial Planner®

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