Life's Journey Financial Services
Financial Services • 
Uxbridge, Ontario, Canada • 1-10 Employees
Company overview
| Headquarters | 11 Main Street North, Suite 2, Uxbridge, ON L9P 1J7, CA |
| Phone number | +19058527162 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Life, Financial Planning, Mutual Fund Investments, Disability & Critical Illness Insurance, Health & Dental Plans (Business & Personal) |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contact at Life's Journey Financial Services
Tracy Evans
Owner / Financial Advisor
Life's Journey Financial Services Email Formats
Life's Journey Financial Services uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@lifesjourneyfinancial.ca), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@lifesjourneyfinancial.ca | 100% |
About Life's Journey Financial Services
At Life's Journey Financial Services we pride ourselves on a multi-generational approach to family financial planning. Tracy and Tonia have based their business on honesty, integrity and strong family values. As licensed professionals, active volunteers and community supporters, they are reaching out to their home town. Life's Journey Financial Services is a financial planning office that offers the following services; - Mutual Fund Investments (RSP, TFSA, RESP, GIC, Non-Registered) - Segregated Funds - Socially Responsible / Ethical Funds - Retirement Income Planning & Strategies - Life Insurance (Mortgage, Term, Whole Life & Universal Life) - Disability Insurance - Critical Illness Insurance - Long Term Care Insurance - Group RSP & Health Plans for Businesses - Individual & Family Health & Dental Plans - Travel Insurance - Mortgages Please feel free to drop by or give the office a call . . . the door is always open. (905) 852-0017 "Professional advice with a personal touch" ~ Mutual Funds provided through Investia Financial Services. ~
Life's Journey Financial Services revenue & valuation
| Annual revenue | $3,542,998 |
| Revenue per employee | $1,772,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Life's Journey Financial Services has never raised funding before.
Life's Journey Financial Services Tech Stack
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