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Bick Advisors

Bick Advisors?uq=PEM9b6PF
1992 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of investment advisory and wealth management services intended to create, preserve and maximize wealth with investments, insurance, and estate planning. The company's investment advisory and wealth management services include retirement planning, estate planning, cash and credit management, tax planning, mutual funds, private placements, insurance and estate preservation, enabling client to maximize their wealth.

Formerly Known As
Bick Financial Security
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Parent Company
IPC Securities
Primary Office
  • 241 Wilson Street East
  • Ancaster, Ontario L9G 2B8
  • Canada

+1 (888) 000-0000

Bick Advisors Valuation and Funding

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

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Bick Advisors Former Investors

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

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Bick Advisors Executive Team (4)

Name Title Board
Seat
Contact
Info
Bruce Gabel Partner
Clarence Bick Co-Founder
Leonard Bick Co-Founder

1 Former Executive

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