Intent Planning Group is the next level in financial planning excellence. Coming soon to the Canadian marketplace, head office in Winnipeg, Manitoba, Intent Planning is a network of professional advisors, specialists in financial planning, exit planning, wealth management, risk management, accounting, legal and consulting. A collaborative network dedicated to working together to stay on the cutting edge of today's planning techniques, delivering customized solutions and proven results for our clients with a service level second to none. Connect with us to put us to work for you. Plan with Intent. Succeed with Intent.
| Website | http://www.intentplanning.ca |
| Employees | 7 (3 on RocketReach) |
| Founded | 2016 |
| Address | 221 – 112 Grant Avenue, Winnipeg, Manitoba R3M 2A6, CA |
| Technologies |
JavaScript
,
HTML
,
PHP
+15 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Financial Planning, Financial Advisor, Financial Planning Services, Retirement Planning, Wealth Management, Estate Planning, Investment Planning, Investment Advisor, Wealth Advisor, Financial Consulting, Exit Planning, Tax Planning, Retirement Advisor, Estate Advisor, Investment Consulting, Wealth Consulting, Business Succession Planning, Retirement Consulting, Advisor Network, Professional Advisors |
| Competitors | PlanGuru, Bizplan.com, Forecast, Caspio, Bizible, Corporate Finance Institute® for Business, Sage Intacct, Inc., Adaptive Insights, Spotlight Reporting, SikloXP +37 more (view full list) |
Looking for a particular Intent Planning Group employee's phone or email?
Intent Planning Group Questions
Scott Wilson is the Vice-President, Client Solutions of Intent Planning Group.
3 people are employed at Intent Planning Group.
Intent Planning Group is based in Winnipeg, Manitoba.
Top Intent Planning Group Employees
-
2
-
Nick Ylioja
Regional Vice President at Intent Planning Group
Saskatchewan, Canada
Related Companies
