Summary
Polson Bourbonniere Derby Wealth Management
Founded in 1997
Description
Polson Bourbonniere is a team of professionals dedicated to making investors lives easier. For more than twenty years, we have focused on taking the stress out of financial planning. We pride ourselves in providing our clients with individualized inve...
Strengths
- Polson Bourbonniere Derby Wealth Management has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Polson Bourbonniere Derby Wealth Management was founded, the company has grown faster than the industry average
Annual Revenue
Polson Bourbonniere Derby Wealth Management's annual revenue
$4364000
Based on Kona Equity data
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Revenue per employee
$311714
-
Variance of revenue growth
0.12
-
Annual revenue growth since founding
$186480
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Revenue growth rate from first known quarter to current
-2.9%
Employee Count
14 employees
-
Employee growth rate from first known quarter to current
-12.5%
Executives
Zia Mcgarry
Administrative Assistant
z**@worryfreeretirement.comRahat Thompson
Administrative Assistant
r**@worryfreeretirement.comSiovahn Polson
Social Media Consultant
s**@worryfreeretirement.comChristine Mack-Jackson
Manager, Client Relations
c**@worryfreeretirement.comSusan Kelly
Vice President, Operations
s**@worryfreeretirement.comRegina Bing
Manager, Client Relations
r**@worryfreeretirement.comMeghann Aimers
Manager, Client Relations
m**@worryfreeretirement.comAnastasia Luk
Manager, Client Relations
a**@worryfreeretirement.comG Score - 6
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.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Polson Bourbonniere Derby Wealth Management
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 6 Founded in 1997 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Polson Bourbonniere Derby Wealth Management's headquarters are located at 100 - 7050 Woodbine Ave Markham, Ontario L3R 4G8.
Polson Bourbonniere Derby Wealth Management's official website is worryfreeretirement.com
Polson Bourbonniere Derby Wealth Management's annual revenue is $4.4 M.
Polson Bourbonniere Derby Wealth Management's SIC: 62
Polson Bourbonniere Derby Wealth Management's NAICS: 523; 52.
Polson Bourbonniere Derby Wealth Management has 14 employees
Polson Bourbonniere Derby Wealth Management is in the industry of Professional training & coaching.
