EFG Wealth Management Information

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Practitioners of the craft of wealth management What is the essence of wealth management? Relationships, and the conditions for them to flourish. A nurturing environment, that enables our people to excel at crafting solutions for their clients. To us, the fundamental building blocks are people. Professionals of the highest calibre, free to act in their clients' best interests. Who strive to eradicate life's inconveniences; who simplify complexity. Welcome to EFG Wealth Management Canada, a Canadian financial advisory firm supported by the strength and resources of a major Swiss financial services group. Truly a wealth manager unlike any other.

Website	http://www.efgcanada.com
Revenue	$249.4 million
Employees	9 (5 on RocketReach)
Phone	+1 905-988-2560
Technologies	JavaScript , HTML , Microsoft Outlook +5 more (view full list)
Industry	Investment Management, Finance General, Finance
Keywords	Wealth Management, Financial Planning, Investment Management, Portfolio Management, Estate Planning, Retirement Planning, Financial Advice, Wealth Preservation, Investment Strategies, Tax Planning, Risk Management, Financial Solutions, Long Term Investing, Asset Management, High Net Worth, Private Wealth, Financial Consulting, Retirement Solutions, Wealth Advisory, Legacy Planning
Competitors	Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man), RBC Wealth Management, BMO, TIFF Investment Management, CIBC, National Bank of Canada Capital Markets, Scotiabank, Desjardins, Mackenzie Investments, Manulife Wealth & Asset Management +33 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 523 Companies