Loft Wealth Management Group
LOFT Wealth Management Group is dedicated to providing excellent advisor service to meet our client’s financial needs. Founded in 2022 with the merger of 5 successful financial planning firms, LOFT now has offices in Guelph, Tillsonburg, and Waterloo. We offer our clients advice and support to protect them from risks while focusing on their retirement and estate planning goals. We specialize in corporate business and work with clients on employee benefits and group retirement plans.
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Verified contacts
8
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- GG
Garry Gardiner
Partner · Finance & Accounting
EmailPhone - ZM
Zoe Mossey
Executive Associate · General Business & Management
EmailPhone - DB
Derek Barnard
Managing Partner and Investment Representative · Other
EmailPhone
Showing 3 of 8 verified contacts
Top roles at Loft Wealth Management Group
6 distinct titles indexed · top 6 shown.
- 2financial advisor
- 2managing partner
- 1associate partner
- 1executive associate
- 1managing partner and investment representative
- 1partner
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