Smith Rogers Financial
Financial Services • 
Aurora, Ontario, Canada • 1-10 Employees
Company overview
| Headquarters | 125 Don Hillock Drive, Unit 12, Aurora, Ontario L4G 0H8, CA |
| Phone number | +19052222444 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Wealth Management, Insurance, Financial Planning, Estate Planning |
| Employees | 1-10 |
Key Contact at Smith Rogers Financial
Rick Rogers
Co-Founder
Smith Rogers Financial Email Formats
Smith Rogers Financial uses 2 email formats. The most common is {first name} (e.g., john@smith-rogers.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@smith-rogers.com | 60% |
{first initial} | j@smith-rogers.com | 40% |
About Smith Rogers Financial
We’re a boutique wealth management firm helping executives, professionals, and business owners gain clarity, confidence, and peace of mind in their financial lives. What sets us apart is our collaborative approach. We don’t just manage your investments; we act as a partner who sees the big picture. By working alongside your other trusted advisors, we ensure every strategy — from tax planning to risk management — fits seamlessly into your overall plan. Think of us as your personal CFO or family office: a dedicated team that understands your unique goals, anticipates challenges, and creates strategies that build and protect your wealth. With over 75 years of combined experience and a diverse range of expertise, we’re here to simplify complex decisions and guide you toward financial solutions that truly work for you.
Smith Rogers Financial revenue & valuation
| Annual revenue | $25,900,000 |
| Revenue per employee | $3,229,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $82,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Smith Rogers Financial has 4 employees across 4 departments.
Departments
Number of employees
Funding Data
Smith Rogers Financial has never raised funding before.
Smith Rogers Financial Tech Stack
Discover the technologies and tools that power Smith Rogers Financial's digital infrastructure, from frameworks to analytics platforms.
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