CF
CFI WEALTH ADVISORS INVESTMENTS & INSURANCE SOLUTIONS INC.
Business & Finance
Registered 16 January 2004
General Information
Official company information
- Registry ID
-
2039253Registry ID - A unique identifier for this business
- Company Age
- 21 years
- Registration Date
-
- Registered Address
-
4108 Main St, Niagara Falls, ON L2G 6C2
- Business Number (BN)
- 852733971
- City
- NIAGARA FALLS
- Status Notes
- 2004-01-16
- Phone
- Website
-
Official company website with more information about products, services, and contact details.
About CFI WEALTH ADVISORS INVESTMENTS & INSURANCE SOLUTIONS INC.
Company profile and description
CFI Wealth Advisors provides comprehensive wealth solutions, including investment management, financial planning, tax preparation, and insurance strategies tailored to your needs. They offer personalized advice and a proactive, high-touch experience, focusing on ethics, a client-first approach, and transparent pricing. Jerry Letourneau, with over 42 years of experience, specializes in wealth management and financial planning, offering comprehensive financial planning, tax-efficient strategies, and estate planning. Sameer Amin is the Supervising Portfolio Manager, and Bonnie Gunn is a Portfolio Manager. CFI Wealth Advisors supports pediatric health through SickKids and equitable education through First Book Canada.
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
- 1762886943912231088
- Hierarchy
- parent
- Entity Type
- ONTARIO BUSINESS CORP.
- Display Date
- 2004-01-16
- Jurisdiction
- ON
- Business Number
- 852733971
- MRAS Entity Type
- BCA
Company Contacts
Key contacts and leadership 3 total contacts
| Name & Position | Contact Number | Fax Number | |
|---|---|---|---|
|
J
Jerry Letourneau
Wealth Planner
|
+19053218716
|
-
|
|
|
S
Sameer Amin
Supervising Portfolio Manager
|
+14372531346
|
-
|
|
|
B
Bonnie Gunn
Portfolio Manager
|
+14372538803
|
-
|
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