General Information
Official company information
- Registry ID
-
2815155Registry ID - A unique identifier for this business
- Company Age
- 4 years
- Registration Date
-
- Business Number (BN)
- 782265144
- City
- OAKVILLE
- Status Notes
- 2021-02-10
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N/A
- Phone
- Website
-
Official company website with more information about products, services, and contact details.
About SBC INVESTMENTS LTD.
Company profile and description
SBC Financial Services Ltd offers wealth management services, including financial planning, investment management (partnered with TriCert Investment Counsel), estate planning, retirement planning, asset protection, and education planning. They emphasize an integrated approach where the accountant, financial planner, and investment manager collaborate to coordinate financial affairs. They are partnered with SB Partners, an accounting firm.
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
- 1762887082605281308
- Hierarchy
- parent
- Entity Type
- ONTARIO BUSINESS CORP.
- Display Date
- 2021-02-10
- Jurisdiction
- ON
- Business Number
- 782265144
- MRAS Entity Type
- BCA
Company Contacts
Key contacts and leadership 2 total contacts
| Name & Position | Contact Number | Fax Number | |
|---|---|---|---|
|
L
Lorraine Little
Lead Wealth Management Advisor
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M
Maureen Montgomery
Administrative Assistant
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Companies in the same industry or category
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In the News
Recent media coverage and press mentions
No recent media coverage
No recent news articles found for SBC INVESTMENTS LTD.
Social Media
Connect with SBC INVESTMENTS LTD.
No social media links available