LGK Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

304 9945 50 St NW, Edmonton, Alberta, T6...

Phone Number

(780) 426-2400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About LGK Wealth Management

LGK Wealth Management is a financial advisory firm based in Edmonton, Alberta, specializing in comprehensive wealth management services that include estate planning, retirement, tax optimization, and education savings. With over 90 years of combined experience, their advisors cater to a diverse clientele, ranging from young individuals to the elderly, ensuring personalized solutions for each client's unique needs. The firm emphasizes a holistic approach to financial management, focusing on risk management and innovative banking solutions. Client referrals are a significant source of growth for LGK Wealth Management, reflecting the satisfaction and trust of their clients.Explore more
LGK Wealth Management's Social MediaPopular SearchesLgk Wealth Management IncLGK Investments of Aligned Capital Partners IncLGK Wealth Managment IncLgk Wealth ManagementStroud Agencies LtdSIC Code 62,628NAICS Code 52,523Show more

LGK Wealth Management Org Chart

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Administrative Assistant

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Receptionist and Administrative Assistant - L...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LGK Wealth Management

<$5M
11-50
Private
-
-
GK
Gary KossAssociate Portfolio Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1996
SY
Sharon YoungClient Sales Assistant & Senior Manulife Wealth Inc, Moore Financial Service Manager
<$5M
1-10
Private
-
1994
YR
Yves RoyPresident & Certified Financial Planner
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2010
JL
Josh LandinInternet Sales Manager
<$5M
1-10
Private
-
-
NH
Nora HoSecretary Treasurer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

LGK Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

LGK Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LGK Wealth Management.

LGK Wealth Management Tech Stack

A closer look at the technologies used by LGK Wealth Management

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Frequently Asked Questions Regarding LGK Wealth Management

What is LGK Wealth Management's official website?
LGK Wealth Management's official website is www.lgkwealth.ca
What is LGK Wealth Management's Revenue?
LGK Wealth Management's revenue is <$5 Million
What is LGK Wealth Management's SIC code?
LGK Wealth Management's SIC: 62,628
What is LGK Wealth Management's NAICS code?
LGK Wealth Management's NAICS: 52,523
How many employees does LGK Wealth Management have?
LGK Wealth Management has 11-50 employees
What industry does LGK Wealth Management belong to?
LGK Wealth Management is in the industry of: Finance, Securities Trading
What is LGK Wealth Management competition?
LGK Wealth Management top competitors include: Man & Man Financial Planning, Stratego Financial, Financial Health Works, Roy & Associates
What technology does LGK Wealth Management use?
Some of the popular technologies that LGK Wealth Management uses are: Google Font API, Microsoft Dynamics CRM, Microsoft 365, Google Tag Manager
How do I contact LGK Wealth Management?
LGK Wealth Management contact info: Phone number: (780) 426-2400 Website: www.lgkwealth.ca
What does LGK Wealth Management do?

LGK Wealth Management is a financial advisory firm based in Edmonton, Alberta, specializing in comprehensive wealth management services that include estate planning, retirement, tax optimization, and education savings. With over 90 years of combined experience, their advisors cater to a diverse clientele, ranging from young individuals to the elder... ly, ensuring personalized solutions for each client's unique needs. The firm emphasizes a holistic approach to financial management, focusing on risk management and innovative banking solutions. Client referrals are a significant source of growth for LGK Wealth Management, reflecting the satisfaction and trust of their clients.Read More

What are LGK Wealth Management social media links?
LGK Wealth Management Linkedin page
Is LGK Wealth Management a public company?
LGK Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about LGK Wealth Management

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