Westgroup Financial Management
Financial Services • 
Surrey, British Columbia, Canada • 21-50 Employees
Company overview
| Headquarters | 2411 160 St, Suite 210, South Surrey, British Columbia V3Z 0C8, CA |
| Phone number | +12411160 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Tax Planning, Insurance Planning, Private Wealth Management, Disability Insurance, Retirement Planning, Wealth Protection, Estate Planning, Financial Planning, Rrsp, Resp, Llqp |
| Employees | 21-50 |
| Socials |
Key Contact at Westgroup Financial Management
Karm Panesar
Chief Executive Officer
Westgroup Financial Management Email Formats
Westgroup Financial Management uses 2 email formats. The most common is {first name} (e.g., john@westgroupfinancial.com), used 88.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@westgroupfinancial.com | 88.9% |
{first initial} | j@westgroupfinancial.com | 11.1% |
About Westgroup Financial Management
Helping Families, Individuals and Corporations create a Holistic Financial Plan by Implementing Investment and Insurance Strategies to mitigate exposure to Taxes and Creating Wealth. Westgroup Financial provides full-service Estate Planning, Retirement Planning, Wealth Protection and Investments including RRSP's, RESP's, TFSA's, Guaranteed Income Funds, Segregated Funds, and Private Wealth Management.
Westgroup Financial Management revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Westgroup Financial Management has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
Westgroup Financial Management has never raised funding before.
Westgroup Financial Management Tech Stack
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