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Westward Advisors Logo
Westward Advisors CB Rank
517277
Heat Score
68
Westward Advisors provides insurance-based taxation and estate planning services for high-net-worth individuals and their families.
Founded
obfuscation
Private Vancouver, British Columbia, Canada11-50 www.westwardadvisors.com/
Advice
Financial Services
Insurance
Professional Services
Overview

Westward Advisors
Heat Score
68

Growth Score
pts
in past quarter
Heat Score 68
20 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Westward Advisors

CB Rank
517277
Westward Advisors provides insurance-based taxation and estate planning services for high-net-worth individuals and their families.
Founded
obfuscation
Private Vancouver, British Columbia, Canada11-50 www.westwardadvisors.com/
Advice
Financial Services
Insurance
Professional Services

Key People

Details

Legal Name Westward Advisors Ltd
Operating Status Active
Company Type For Profit
Founders  Rob Darnbrough
Phone Number +1-604-687-1507
Contact Email service@westwardadvisors.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

The LifeStep Process®
A four-stage insurance-based tax and estate planning method designed for high-net-worth individuals to grow, protect, and transfer wealth efficiently.
Insurance-Based Tax and Estate Planning
Customized life insurance solutions to create tax-efficient estate plans for wealth transfer, liquidity, and charitable contributions.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 10

Employee Profiles

News
Technology
View Tech Report

IT Spend

$365KThis year, Westward Advisors is projected to spend $365K on IT, according to Aberdeen.

Actively Used Products

14Westward Advisors uses 14 technology products and services including HTML5, Symantec Email Security.Cloud, and  Google Tag Manager, according to G2 Stack.

Active Website Tech Count

36Westward Advisors is actively using 36 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.

Total IP

1Westward Advisors has 1 registered trademark in the 'Advertising; business' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Westward Advisors's headquarters? Westward Advisors is located in Vancouver, British Columbia, Canada.Who are Westward Advisors's competitors? Alternatives and possible competitors to Westward Advisors may include Cerity Partners, Cresset, and  Northern Trust.
Who We Are
What We Do
Helpful Links
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