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Ridgepoint Wealth Management

Financial Services · Canada

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About Ridgepoint Wealth Management

Financial Guidance Designed Around You

Industry
Financial Services
Company size
2-10 employees
Headquarters
Courtice, Ontario
Founded
2024
Company type
Partnership

Offering Personalized Financial Planning and Wealth Management.

With over 45 years of combined experience, Ridgepoint Wealth Management serves clients across Ontario - from Niagara to Trent Hills and as far as Ottawa.

Our team believes in going beyond the typical product-focused approach often seen in the industry. Instead, we are committed to offering personalized, unbiased advice designed around what matters most to you.

We treat our clients like family, working side by side with you to help realize your life goals. Whether you’re planning your financial future or refining it, we’re here to provide the guidance and genuine care you deserve.

Start your journey with us today.

Jeremy Hagt, CFP® PFP® Senior Investment Advisor | iA Private Wealth | jeremy.hagt@iaprivatewealth.ca

Steve Badali, CFP® CIM® Senior Investment Advisor | iA Private Wealth | steve.badali@iaprivatewealth.ca

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Specialties

  • finance
  • investments
  • wealth management
  • and financial services

Company locations

  • 1415 Highway 2, Unit 5, Courtice, Ontario L1E 2J6, CA

Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.

On LinkedIn

Followers
33
People linked to this company
5

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.