General Information
Official company information
- Registry ID
-
1135628Registry ID - A unique identifier for this business
- Company Age
- 30 years
- Registration Date
-
- Registered Address
-
2 Berkeley St Suite 401, Toronto, ON M5A 4J5
- Business Number (BN)
- 898668363
- City
- TORONTO
- Status Notes
- 1995-06-16
- Phone
- Website
-
Official company website with more information about products, services, and contact details.
About AMELI FINANCIAL SERVICES LTD.
Company profile and description
Ameli & Associates Personal Wealth Management provides personally designed wealth management programs, independent investment advisory, and advanced portfolio management services. They focus on helping people make smart decisions regarding their financial affairs and believe in creating independently constructed, implemented, and managed personal wealth plans to achieve their clients' financial goals. The firm offers services such as financial planning, retirement planning, and investment advice. Peter Ameli, a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM), has over 30 years of experience as a financial advisor and has mentored over 60 advisors. Ameli & Associates is an independent office of Raymond James Ltd.
Category
Business category and classification details
- Primary Category
- Business & Finance
- Description
- Organizations providing commercial, financial, consulting, marketing, and administrative services primarily to other businesses.
Additional Information
Detailed company information and status
- Version
- 1762887118668955815
- Hierarchy
- parent
- Entity Type
- ONTARIO BUSINESS CORP.
- Display Date
- 1995-06-16
- Jurisdiction
- ON
- Business Number
- 898668363
- MRAS Entity Type
- BCA
Company Contacts
Key contacts and leadership 1 total contacts
| Name & Position | Contact Number | Fax Number | |
|---|---|---|---|
|
P
Peter Ameli
Senior Portfolio Manager and Branch Manager
|
+14166407770
|
-
|
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In the News
Recent media coverage and press mentions
No recent media coverage
No recent news articles found for AMELI FINANCIAL SERVICES LTD.
