Prudentia Insurance and Wealth Management

Financial Services • Montreal, Quebec, Canada • 1-10 Employees

Company overview

Headquarters	555 Dr-Frederik-Philips Blvd., 100, Montreal, QC H4M2X4, CA
Phone number	+18667138198
Website	prudentiaadvice.ca
NAICS	52
Keywords	Investments, Wealth Management, Life Insurance, Travel Insurance
Founded	2016
Employees	1-10
Socials

Key Contact at Prudentia Insurance and Wealth Management

Victor Chack-Wan

Vice President, Wealth Management Operations

Prudentia Insurance and Wealth Management Email Formats

Prudentia Insurance and Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@prudentiaadvice.ca), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@prudentiaadvice.ca	100%

About Prudentia Insurance and Wealth Management

We strongly believe that Wealth Management advice is for Everyone. All individuals, families and businesses can benefit from wealth management advice to guide them through life’s journey. Prudentia Insurance and Wealth Management Inc. is a financial services firm. As a brokerage agency with access to multiple financial institutions, we search the market to help our clients find the most suitable solution at the best possible cost. As independent Advisors, we commit to providing unbiased, objective advice that keeps our clients’ best interests at heart. When we meet our clients, we present various options and clearly explain the benefits and disadvantages of each choice. We take the time to understand our clients’ needs, discuss their goals, and create a customized plan to help them build and preserve wealth.

Prudentia Insurance and Wealth Management 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

Vice President

Funding Data

Prudentia Insurance and Wealth Management has never raised funding before.

Frequently asked questions

Prudentia Insurance and Wealth Management is located in Montreal, Quebec, CA.

You can reach Prudentia Insurance and Wealth Management at +18667138198.

Prudentia Insurance and Wealth Management was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Prudentia Insurance and Wealth Management

Victor Chack-Wan

Vice President, Wealth Management Operations

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