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The Advisor Guide Logo
The Advisor Guide CB Rank
1163119
Heat Score
47
The Advisor Guide is a financial firm that provides advice, reassurance, investment, guidance, and consulting services.
Private Toronto, Ontario, Canada1-10 theadvisorguide.ca/
Advice
Consulting
Finance
Overview

The Advisor Guide
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About The Advisor Guide

CB Rank
1163119
The Advisor Guide is a financial firm that provides advice, reassurance, investment, guidance, and consulting services.
Private Toronto, Ontario, Canada1-10 theadvisorguide.ca/
Advice
Consulting
Finance

Key People

Details

Legal Name The Advisor Guide Financial Services Group Ltd.
Operating Status Active
Company Type For Profit
Founders  Nick Bartella
Phone Number +1-647-932-7071
Contact Email info@theadvisorguide.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Advisory Services
Provides holistic financial advice and planning for business owners and their families, addressing personal and business financial needs.
Estate Planning Services
Assists clients in creating and updating estate plans, including wills, trusts, and powers of attorney to manage asset distribution and healthcare decisions.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$13.5KThis year, The Advisor Guide is projected to spend $13.5K on IT, according to Aberdeen.

Active Website Tech Count

45The Advisor Guide is actively using 45 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is The Advisor Guide's headquarters? The Advisor Guide is located in Toronto, Ontario, Canada.Who are The Advisor Guide's competitors? Alternatives and possible competitors to The Advisor Guide may include Wealthsimple, CIBC, and  Canaccord Genuity Group.
Who We Are
What We Do
Helpful Links
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