


North Road Investment Counsel
Investment Management • Edmonton, Alberta, Canada • 1-10 Employees
Company overview
| Headquarters | 11523 100 Ave NW, Suite 402, Edmonton, Alberta T5K 0J8, CA |
| Phone number | +17806382490 |
| Website | |
| NAICS | 5231 |
| Keywords | Investments, Risk Management, Financial Advisory, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Management |
| Employees | 1-10 |
| Socials |
Key Contacts at North Road Investment Counsel
Cary Williams
Director Of Research, Portfolio Manager
Robert Paterson
Director Of Operations
North Road Investment Counsel Email Formats
North Road Investment Counsel uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@northroadic.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@northroadic.com | 58.3% |
{first initial}.{last name} | j.doe@northroadic.com | 41.7% |
About North Road Investment Counsel
Life doesn't always follow a straight path. We work with successful families, foundations and associations to navigate the challenges in long-term, multigenerational portfolio management—balancing the benefits and trade-offs that come with wealth. Our Alberta-based advisors understand the significance our Canadian clients entrust to us and focus on the destination when it comes to building your financial plan—keeping your goals, values and priorities in mind.
North Road Investment Counsel revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
North Road Investment Counsel has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
North Road Investment Counsel has never raised funding before.
North Road Investment Counsel Tech Stack
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Frequently asked questions
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