Truesdale Financial Group Revenue

Financial Services • Calgary, Alberta, Canada • 1-10 Employees

Truesdale Financial Group revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Truesdale Financial Group

Jim Truesdale

Chief Executive Officer

Company overview

Headquarters	635 8th Ave SW, Calgary, Alberta T2P3M3, CA
Phone number	+14032920940
Website	truesdalefinancial.ca
NAICS	52
Keywords	Risk Management, Tax Planning, Cash Flow Management, Retirement Planning, Estate Planning, Investment Management, Philanthropic Strategies
Founded	1997
Employees	1-10
Socials

About Truesdale Financial Group

Our Firm: Truesdale Financial Group is an independent wealth management firm with over 20 years of developing comprehensive strategies for our clients. Employing our proprietary wealth management process, we build customized plans designed to meet each client’s unique objectives, ensuring integration of investment, tax, estate, risk, and retirement issues. As a values-driven enterprise, we believe the following principles are critical to wealth management excellence: • Ethics – we adhere to strict ethical guidelines and standards of professional conduct consistent with the Chartered Financial Analyst Institute, Canadian Institute of Chartered Accountants, and the Financial Planning Standards Council. • Holistic perspective – we believe comprehensive wealth management strategies constitute a fundamental part of financial well-being. • Professional credentials – we ensure our team members have the highest levels of professional accreditation and pursue continuing education to successfully navigate the sophisticated field of wealth management. • Personalized service – we build a deep understanding of each client to deliver customized wealth management strategies resulting in partnerships built upon dedication and trust. • Transparency – we are committed to being transparent by providing full disclosure of our professional fees and all compensation. • Professional partnerships – we build strategic alliances with a diverse group of professionals who share our core corporate values, and we leverage these relationships to add value for our clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Truesdale Financial Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Truesdale Financial Group has never raised funding before.

Frequently asked questions

Truesdale Financial Group is located in Calgary, Alberta, CA.

You can reach Truesdale Financial Group at +14032920940.

Truesdale Financial Group generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Truesdale Financial Group has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Truesdale Financial Group was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Truesdale Financial Group

Jim Truesdale

Chief Executive Officer

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