At Flatiron Wealth, our mission is to help our clients take control of their financial world. We provide personalized financial planning with a fiduciary level of care to help reach their financial goals. Personal. Positive. Solid. Momentum. For our disclosure information, please visit: https://flatironwealth.com/ Flatiron Wealth Management is a proud owner and partner in the Q Wealth Partnership. Investment services are offered through Q Wealth, a registered Portfolio Manager. Flatiron Wealth Management offers non-registerable wealth management services such as financial planning, estate and retirement planning, and insurance.
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3 people are employed at Flatiron Wealth.
Flatiron Wealth is based in Toronto, Ontario.
Top Flatiron Wealth Employees
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Shane Neely
Associate Advisor at Flatiron Wealth
Toronto, ON, CA13 -
Olivia Che
Client Service Associate at Flatiron Wealth
Toronto, ON, CA2 -
Patrick Zumpano
Office Administrator at Flatiron Wealth
Toronto, ON, CA21
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