WMS Financial Revenue

Financial Services • Vancouver, British Columbia, Canada • 1-10 Employees

WMS Financial revenue & valuation

Annual revenue	$6,850,121
Revenue per employee	$1,713,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$22,000,000
Total funding	No funding

Key Contact at WMS Financial

Edie Mccaffrey

Executive Assistant To CEO and President

Company overview

Headquarters	1220-800 West Pender Street, Vancouver, BC, CA
Phone number	+17788345512
Website	wmsfinancial.ca
NAICS	52
SIC	628
Keywords	Mortgage Brokerage, Retirement Planning Strategies, Estate Planning, Risk Management Solutions, Charitable Giving Strategies, Insurance Strategies, Tax Efficient Cash Flow Strategies
Founded	2005
Employees	1-10
Socials

WMS Financial Email Formats

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

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

About WMS Financial

WMS are specialists in tax, inflation, and cash flow strategies. In order to retire comfortably it is necessary for people to have all of their assets working in concert with their employment income and government tax rulers. For over 30 years, they been providing peace of mind by helping people protect their lifestyle and alleviate their anxiety and uncertainty about retirement. They have accomplished this through the development of a suite of proprietary strategies that they have branded the RSIP. An RSIP is a Retirement Strategic Income Plan. Some of the unique strategies of the RSIP are The RRSP Offset; The OAS Balloon; The Spousal TAX Arbitrage, among others. Regardless of one's specific strategy each individual will have their own personal RSIP Advantage Number. This number represents the increased cash flow you can expect in retirement. WMS clients typically increase their after tax cash flow in excess of 30%.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

WMS Financial has never raised funding before.

WMS Financial Tech Stack

Discover the technologies and tools that power WMS Financial's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

MailChimp

Frequently asked questions

WMS Financial is located in Vancouver, British Columbia, CA.

You can reach WMS Financial at +17788345512.

WMS Financial generates an estimated annual revenue of $6,850,121. This revenue figure reflects the company's market position and business performance in its industry.

WMS Financial has an estimated valuation of $22,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

WMS Financial was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at WMS Financial

Edie Mccaffrey

Executive Assistant To CEO and President

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