Futureworth Financial Planners Overview

  • Founded
  • 1989
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Futureworth Financial Planners General Information

Description

Provider of financial services. The company offers investment and life insurance related products and services . The company also deals in mutual funds in British Columbia, Alberta, Ontario and Nova Scotia.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Life and Health Insurance
Other Industries
Other Financial Services
Acquirer
Global Maxfin Investments
Primary Office
  • Suite 500
  • 1130 West Pender Street
  • Vancouver, British Columbia V6E 4A4
  • Canada
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Futureworth Financial Planners Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Futureworth Financial Planners Executive Team (1)

Name Title Board Seat Contact Info
Victor Lee Chief Executive Officer, President & Director
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Futureworth Financial Planners Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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