The Financial Planners Revenue

Business Consulting and Services • Canada • 1-10 Employees

The Financial Planners revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Business Consulting and Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at The Financial Planners

Dirk Leavesley

Regional Vice President

Company overview

Headquarters	Canada
Website	thefinancialplanners.ca
NAICS	5416
Keywords	Business Consulting, Business Coaching, Financial Planning, Conquest Financial Planning Software, Para-Planning
Founded	2024
Employees	1-10

The Financial Planners Email Formats

The Financial Planners uses 1 email format. The most common is {first initial} (e.g., j@thefinancialplanners.ca), used 100% of the time.

Format	Example	Percentage
{first initial}	j@thefinancialplanners.ca	100%

About The Financial Planners

-Team of five former Canada Life Financial Planning Consultants forming a new independent financial planning consulting firm -Servicing advisors in our respective regions coast to coast -86 years of combined work experience -Resident experts of Conquest -Providing extraordinary service to all clients we serve -Curious about the ever-changing landscape of the financial planning profession and staying up to date -Obsessed with helping advisors grow their business

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

The Financial Planners has never raised funding before.

Frequently asked questions

The Financial Planners is located in CA.

The Financial Planners generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

The Financial Planners has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Financial Planners was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

The Financial Planners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Financial Planners

Dirk Leavesley

Regional Vice President

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