RFL Wealth Management
Financial Services • 
Burlington, Ontario, Canada • 11-20 Employees
Company overview
| Headquarters | 1001 Champlain Ave, 300, Burlington, Ontario L7L 5Z4, CA |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 11-20 |
Key Contacts at RFL Wealth Management
Saad Nadeem
Chief Executive Officer
Usman Jamal
Director Of Financial Planning
RFL Wealth Management Email Formats
RFL Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@rflwealth.ca), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@rflwealth.ca | 75% |
{first initial}.{last name} | j.doe@rflwealth.ca | 25% |
About RFL Wealth Management
At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives — both now and in retirement. We specialize in financial strategies tailored for physicians, dentists, specialists, and other high-income healthcare professionals. Whether you’re incorporated or not, our holistic approach covers retirement planning, tax reduction, risk protection, and estate planning — without pushing products or using confusing financial jargon. Our clients care about more than just returns. They want time with family, peace of mind about the future, and the ability to give back meaningfully. We’re here to help make that vision a reality — with clarity, compassion, and proven financial strategies. If you’re ready to take control of your financial future with less stress and more purpose, let’s talk.
RFL Wealth Management revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
RFL Wealth Management has 9 employees across 3 departments.
Departments
Number of employees
Funding Data
RFL Wealth Management has never raised funding before.
RFL Wealth Management Tech Stack
Discover the technologies and tools that power RFL Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Luxembourg
United States
United Kingdom
France
Frequently asked questions
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