ExcelPlan Financial/Investia Financial Services Inc. Information
Summary
ExcelPlan Financial/Investia Financial Services Inc. has been in the industry for 30 years. The company currently specializes in the Financial Services area. Its headquarters is located at CA. The estimated number of employees - 3. To connect with ExcelPlan Financial/Investia Financial Services Inc. employee register on SignalHire.
Organization Website | excelplan.ca |
Phone Number | 905-639-8008 |
Industries | |
Headquarters Location | 440 Elizabeth St, Burlington, Ontario, L7R 2M1 CA |
Employees Size | 1-10 employees |
Specialties | Estate Planning, Retirement, Retirement Savings, RESP, RDSP, RRSP, RSP, LIRA, RIF, LIF, TFSA, Non-Registered Investments, Mutual Funds, GIC, Insurance, Disability, Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care Insurance |
Founded | 1996 |
Employees Turnover 4 quarter 2025
Similar Companies
FAQ
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
