90%Profile confidence
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Flatiron Wealth Management Inc..
Toronto, ON · NAICS 523930
Phone: +14163638880Format verified (CA)
Website: flatironwealth.com
Trust signals
- ✓ Online since 2021
- Format verified (CA)
Flatiron Wealth Management Inc. offers independent financial planning services with a fiduciary duty to clients.
Flatiron Wealth Management Inc. is dedicated to empowering clients to take control of their financial futures. Based in Toronto, this independent financial planning firm prioritizes a fiduciary duty, ensuring that all recommendations are in the best interest of clients. With a team of certified financial planners and portfolio managers, Flatiron provides tailored investment strategies that emphasize low-cost, diversified solutions. Their commitment to exceptional service means clients receive attentive support throughout their financial journey.
Business stage
established
Local competition
medium
Services & offerings
financial planning, investment management, portfolio management, retirement planning
Who they serve
Flatiron Wealth Management primarily serves individuals and families seeking personalized financial guidance.
Ideal customer
- Industry
- Finance
- Company size
- Individual/Family
- Decision-maker role
- Client
- Geography
- Toronto, ON
B2B vs B2C focus
B2B 0%B2C 100%
Demand pattern
steady
Peak months
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Services are in demand year-round.
What sets them apart
- independent model
- fiduciary duty
- certified financial planners
- personalized service
Year founded
2021
Team size
Unknown
NAICS
523930
Technology
Google AnalyticsGoogle AdsFacebook PixelUses Microsoft 365