Panorama Wealth Management

Financial Services • Ottawa, Ontario, Canada • 11-20 Employees

Company overview

Headquarters	150B Terence Matthews Crescent, Kanata, Ontario K2M 1X4, CA
Phone number	+16135922422
Website	panoramawealth.ca
NAICS	52
SIC	736
Keywords	Tax Planning, Investment Planning, Retirement Planning, Life Insurance, Financial Planning, Estate Planning, Investment Strategies, Mutual Funds And Segregated Funds
Founded	2011
Employees	11-20
Socials

Key Contact at Panorama Wealth Management

Justin Claros

Director and Co-Owner

Panorama Wealth Management Email Formats

Panorama Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@panoramawealth.ca), used 55.6% of the time.

Format	Example	Percentage
{first initial}	j@panoramawealth.ca	55.6%
{first name}	john@panoramawealth.ca	44.4%

About Panorama Wealth Management

Exclusive Financial Planning firm with decades of expertise focused on all elements of Wealth Management. We customize investment portfolios and our services to fit your needs and align for your future! We provide Professional Advice for Investment Planning, Retirement Planning, Estate & Tax Planning, Insurance and more. Find out more about us at www.panoramawealth.ca

Panorama Wealth Management revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Founder/Owner

Funding Data

Panorama Wealth Management has never raised funding before.

Panorama Wealth Management Tech Stack

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

Plesk

Hosting panels

jQuery

JavaScript libraries

Nginx

Reverse proxies

Contact Form 7

Form builders

PHP

Programming languages

Font Awesome

Font scripts

React

JavaScript frameworks

core-js

JavaScript libraries

Divi

Page builders

WordPress

Blogs

jQuery Mobile

Mobile frameworks

Google Maps

Maps

Frequently asked questions

Panorama Wealth Management is located in Ottawa, Ontario, CA.

You can reach Panorama Wealth Management at +16135922422.

Panorama Wealth Management was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Panorama Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Panorama Wealth Management

Justin Claros

Director and Co-Owner

4.8

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