CustomersSummit Financial Advisors
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Summit Financial Advisors

Financial Services·15 employees·Brampton, ON
Contact:Rachel Kim(Managing Director)
rkim@summitfa.ca

Tailow Score

37/100

Added

Mar 5, 2025

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Company Overview

Enriched
IndustryFinancial Services
Employees15
HeadquartersBrampton, ON
Revenue Range$2M–$4M
Founded2005

Detected Tech Stack

Identified from public sources during enrichment

SalesforceMicrosoft 365Morningstar

About

Independent financial planning and wealth management for high-net-worth individuals.

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