K2 Finance
Sherbrooke, QC
Phone: +18194378336Format verified (CA)
Website: k2finance.ca
Trust signals
- ✓ Online since 2021
- Format verified (CA)
Concerning review trend
K2 Finance is a financial planning service based in Sherbrooke, QC.
K2 Finance specializes in providing personalized financial planning services to help individuals and businesses achieve their financial goals. With a focus on tailored strategies, they guide clients through investment options, retirement planning, and wealth management. Their expertise ensures that clients receive comprehensive advice suited to their unique financial situations. Located in Sherbrooke, QC, K2 Finance is dedicated to empowering clients with the knowledge and tools necessary for financial success.
Business stage
startup
Local competition
medium
Profile confidence
60%
Services & offerings
financial planning, investment advice, wealth management, retirement planning
Who they serve
K2 Finance primarily targets individuals and small businesses seeking financial guidance.
Ideal customer
- Industry
- various
- Company size
- small to medium enterprises
- Decision-maker role
- individuals and business owners
- Geography
- Sherbrooke, QC
B2B vs B2C focus
B2B 30%B2C 70%
Demand pattern
steady
Peak months
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Demand remains consistent throughout the year.
What sets them apart
- personalized financial strategies
- local expertise
- focus on client education
Team size
Unknown
NAICS
523930
Technology
Uses Google Workspace