Summary

Financial Heights

Description

Financial Heights is a company that focuses on providing personalized investment strategies to clients. They believe that each client is unique and their financial plan should reflect their individual lifestyle and goals. The company aims to build a st...

Strengths

  • Revenue generated per employee is greater than industry average

Weaknesses

  • Financial Heights has a very small market share in their industry
  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average
  • Variance of revenue growth is more than the industry average

Annual Revenue

Financial Heights's annual revenue

$1303000

Based on Kona Equity data

  • Revenue per employee

    $260600

  • Variance of revenue growth

    0.29

  • Revenue growth rate from first known quarter to current

    -79.5%

Employee Count

5 employees

  • Employee growth rate from first known quarter to current

    -81.5%

Executives

Grant Page

Regina Kowaliszyn Marketing Associate

g**@financialheights.ca

Jordan Lomonaco

Financial Security Advisor

j**@financialheights.ca

Bindra Kaur

Co-Founder

b**@financialheights.ca

Andrew Lee

Financial Planner

a**@financialheights.ca

Marina Wiwcharyk

F55f Non Housed Operations Team Member

m**@financialheights.ca

Christina Johnson

Credit Manager I

c**@financialheights.ca

Regina Kowaliszyn

Member, Team

r**@financialheights.ca

G Score - 1

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G2 Income per employee more than industry average.

Location

8-1080 Waverley St 
Winnipeg, Manitoba  R3T 5S4

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Yates Financial

yatesfinancialcorp.ca
  • Founded in 2009
  • Location: Calgary, AB
  • Annual Revenue: $1.1M
  • Employees: 6

Manulife Securities Investment Services

mikeskinner.ca
  • Location: Sault Ste Marie, ON
  • Annual Revenue: $1.4M
  • Employees: 6

First Rate Financial

frfl.ca
  • Location: North Battleford, SK
  • Annual Revenue: $1.2M
  • Employees: 4

Kudsia Leith Sanchez

klsfinancial.ca
  • Founded in 2007
  • Location: Waterloo, ON
  • Annual Revenue: $1.1M
  • Employees: 6
  • Kudsia Leith Sanchez is a dedicated team of professional Financial Advisors serving Kitchener, Waterloo, Cambridge, Guelph, Toronto and Southern Ontario, alongside Manulife Securities.

Branstone Financial Strategies

branstone.ca
  • Founded in 2003
  • Location: Vermilion Bay, ON
  • Annual Revenue: $1.0M
  • Employees: 3
  • Branstone Financial Strategies Inc. is a company that provides financial strategies and services. They have chosen their name to reflect their connection to the community and their commitment to helping clients with their financial goals. Their logo re...

Horizon Wealth Management

horizonwealthmanagement.ca
  • Location: Surrey, BC
  • Annual Revenue: $5.3M
  • Employees: 13

Key Information

  • SIC: 62
  • NAICS: 523; 52
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Financial Heights.

See similar companies

Frequently Asked Questions

Where is Financial Heights located?

Financial Heights's headquarters are located at 8-1080 Waverley St  Winnipeg, Manitoba  R3T 5S4.


What is Financial Heights's official website?

Financial Heights's official website is financialheights.ca


What is Financial Heights's revenue?

Financial Heights's annual revenue is $1.3 M.


What is Financial Heights's SIC code?

Financial Heights's SIC: 62


What is Financial Heights's NAICS code?

Financial Heights's NAICS: 523; 52.


How many employees does Financial Heights's have?

Financial Heights has 5 employees


What industry does Financial Heights belong to?

Financial Heights is in the industry of Investment management.

Next step

Visitors review