Westgate Wealth Management Revenue

Financial Services • Toronto, Ontario, Canada • 1-10 Employees

Westgate Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Westgate Wealth Management

Jonathan Samuel

President

Company overview

Headquarters	2 Bloor Street West, Suite 700, Toronto, Ontario M4W 3R1, CA
Phone number	+14168493477
Website	westgatewealth.com
NAICS	52
SIC	736
Keywords	Investment Oversight, Financial Planning, Estate Planning, Wealth Planning
Founded	2010
Employees	1-10
Socials

Westgate Wealth Management Email Formats

Westgate Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@westgatewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@westgatewealth.com	100%

About Westgate Wealth Management

At Westgate Wealth, we work with individuals and families who have made a commitment to excellence. Our clients come to us for a variety of reasons: the expertise of our investment oversight; our ability to manage and direct complex multi-generational wealth planning; the integration of their tax, philanthropic, and estate plans; and the simplicity we bring to their complex and intricate financial lives. Our clients seek a solid, long-term relationship with a trusted wealth planner who fully understands their situation and works together with them to meet their financial goals. These high net-worth individuals and families understand the need to diversify their investment portfolios, create a family legacy, and find a more efficient and satisfying approach to managing their wealth. At Westgate Wealth, our extensive experience working in the wealth management field has brought us to work with clients from diverse backgrounds and careers. We specialize in working with affluent family groups, physicians, professionals and executives.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Westgate Wealth Management has never raised funding before.

Frequently asked questions

Westgate Wealth Management is located in Toronto, Ontario, CA.

You can reach Westgate Wealth Management at +14168493477.

Westgate Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Westgate Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Westgate Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Westgate Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Westgate Wealth Management

Jonathan Samuel

President

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