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Futureworth Financial Planners

Futureworth Financial Planners?uq=PEM9b6PF
1989 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

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

Futureworth Financial Planners Valuation and Funding

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

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Futureworth Financial Planners Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Futureworth Financial Planners Executive Team (1)

Name Title Board
Seat
Contact
Info
Victor Lee Chief Executive Officer, President & Director