Summary

Truvision Financial Services

Founded in 2010

Description

Truvision Financial Services Inc. is an established leader in the creating of financial planning strategies to meet the diverse needs of clients. We have the expertise and experience to assist clients with retirement planning, accumulating wealth, protecting capital, reducing taxation and estate planning. To get to know your Truvision Financial Services Inc. advisory and support team, please click here.

Strengths

  • Truvision Financial Services has a strong market share in their industry
  • 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

Weaknesses

  • Revenue generated per employee is less than the industry average

Annual Revenue

Truvision Financial Services's annual revenue

$1403000

Based on Kona Equity data

  • Revenue per employee

    $233833

  • Variance of revenue growth

    0.01

  • Revenue growth rate from first known quarter to current

    -0.9%

Employee Count

6 employees

  • Employee growth rate from first known quarter to current

    6.9%

Executives

Brad Switzer

Partner

b**@truvisionfinancial.com

Mark Callon

Partner

m**@truvisionfinancial.com

Cristina Natale

Executive Assistant

c**@truvisionfinancial.com

Ryan Pofahl

Manager, Quality Assurance

r**@truvisionfinancial.com

Keith Mccutcheon

Financial Partner & Advisor

k**@truvisionfinancial.com

Kim Hume-Scott

Financial Planner

k**@truvisionfinancial.com

Veronica Stephens

CEO

v**@truvisionfinancial.com

Zack Woodis

President

z**@truvisionfinancial.com

Teresa Meier

Executive Assistant

t**@truvisionfinancial.com

Elijah Natividad

Lead Photographer

e**@truvisionfinancial.com

Tracey Mcneese

TruVision Health

t**@truvisionfinancial.com

Megan Bissell

Office Manager

m**@truvisionfinancial.com

Nathan Wilson

Business Development

n**@truvisionfinancial.com

Phone Solutions

Chief Executive Officer

p**@truvisionfinancial.com

G Score - 4

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.
  • 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

Location

203 - 237 Barton St 
Stoney Creek, Ontario  L8E 2K4

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Key Information

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 Truvision Financial Services.

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Frequently Asked Questions

Where is Truvision Financial Services located?

Truvision Financial Services's headquarters are located at 203 - 237 Barton St  Stoney Creek, Ontario  L8E 2K4.


What is Truvision Financial Services's official website?

Truvision Financial Services's official website is truvisionfinancial.com


What is Truvision Financial Services's revenue?

Truvision Financial Services's annual revenue is $1.4 M.


How many employees does Truvision Financial Services's have?

Truvision Financial Services has 6 employees

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