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Business Profile

Investment Management

Integral Wealth Insurance Agents Ltd.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Investment Management.

About

Important information

  • Additional Info:
    Integral Wealth Securities Limited is an extraprovincially incorporated company registered in Ontario as of Jan 30 2002 with a location in Nanaimo BC.
    Sullivan Wealth Management Group Ltd. was incorporated in BC May 29 1978.

Business Details

BBB File Opened:
30/1/2015
Business Started:
29/5/1978
Business Incorporated:
29/5/1978
Type of Entity:
Corporation
Alternate Names:
Integral Wealth Securities Ltd.
Sullivan Wealth Management Group Ltd.
Business Management:
Elise Morgan
Andre Sullivan, Portfolio Manager
Daniel Martinez, Portfolio Manager
Mike Hrabowych, Portfolio Manager

Additional Contact Information

Principal Contacts
Elise Morgan
Customer Contacts
Andre Sullivan, Portfolio Manager
Additional Phone Numbers
Other Phone: (800) 982-7761

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 12817 for this business, issued by City of Nanaimo

City of Nanaimo

455 Wallace St

Nanaimo BC V9R 5J6

250-7544251

Fax: (250) 7554439

Website
  • Insurance Council of BC Life Insurance Agent numbers for Andre Sullivan 162579; Elise Morgan 190185 and Daniel Martinez 176231
    Securities license for Daniel Martinez 2520141, for Elise Morgan 2060181 and for Andre Sullivan 1369011.

Additional Information

Other Resources
BCSC - BC Securities Commission
701 West Georgia Street
Vancouver BC V7Y 1
Phone Number: (800) 373-6393
http://www.bcsc.bc.ca
[email protected]

More Resources

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