Excelplan Financial

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Company Information

Company Name
Excelplan Financial
Phone
905-639-8008 905-639-8008
Fax
905-639-2268
Web Site
www.excelplan.ca
Contact Person
Mr David Lord ( Owner)
Mailing Address
300-440 Elizabeth St , Burlington, ON L7R 2M1
 

Company Details

Number of Workers
6
Sales
$5-10 Million
Established Year
1993
Industry Sector
- Finance
- Insurance

Products / Services

Products / Services
- Financial planning services
- Mutual fund broker
- Insurance brokerage: life
- Insurance: disability health
- Financial services
Category
Primary Category:
- Investment Advice
All Categories:
- Investment Advice
- Securities Brokerage
- Insurance Agencies and Brokerages
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