PWM Private Wealth Counsel
Financial Services • 
Saskatoon, Saskatchewan, Canada • 1-10 Employees
Company overview
| Headquarters | 205 - 210 Wellman Crescent, Saskatoon, SK S7T 0J1, CA |
| Phone number | +13069759500 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Financial Advisor, Tax Planning, Finances, Wealth Management, Retirement Planning, Portfolio Management, Insurance, Estate Planning, Mutual Funds, Taxes, Financial Plan, Tax Strategy, Tfsa, Rrif, Rrsp, Rdsp, Resp, Alternative Funds, Farm Transition Planning |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at PWM Private Wealth Counsel
Stacy Gallant
Director, Program Innovation And Partnerships Pwm Private Wealth Counsel
PWM Private Wealth Counsel Email Formats
PWM Private Wealth Counsel uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@pwmprivate.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@pwmprivate.com | 100% |
About PWM Private Wealth Counsel
PWM Private Wealth Counsel helps clients and their families achieve financial peace of mind through personalized, comprehensive financial planning. PWM is an Owner and Partner in the Q Wealth Partnership. While investment services are offered through Q Wealth, a registered Portfolio Manager, Investment Fund Manager and Exempt market dealer, PWM offers wealth management services such as financial planning, estate and retirement planning, insurance, tax reduction strategies, risk management, group benefits, and more. PWM focuses primarily on the needs of high-net-worth families, individual investors, and corporations, and have offices in Saskatoon, Prince Albert, Swift Current, and Calgary. PWM Tax & Accounting Services is not related to and is an independent third-party business from PWM Financial Services Inc. and PWM Private Wealth Counsel. Insurance products and services are offered through PWM Financial Services Inc. For disclosure information: https://www.pwmprivatewealth.com/
PWM Private Wealth Counsel revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services 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
PWM Private Wealth Counsel has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
PWM Private Wealth Counsel has never raised funding before.
PWM Private Wealth Counsel Tech Stack
Discover the technologies and tools that power PWM Private Wealth Counsel's digital infrastructure, from frameworks to analytics platforms.
CDN
Marketing automation
CRM
CRM
CDN
Security
JavaScript libraries
Tag managers
Miscellaneous
Security
Miscellaneous
Analytics
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Frequently asked questions
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