Foresters Financial

Toronto, Canada Founded: 1874 • Age: 152 yrs Acquired By Nassau Financial Group
Diversified investment management services are provided across various assets.
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About Foresters Financial

Foresters Financial is a company based in Toronto (Canada) founded in 1874 was acquired by Nassau Financial Group in October 2019.. The company has 5 employees as of December 31, 2020. Foresters Financial offers products and services including Stocks and Shares ISA, Lifetime ISA, Junior ISA, Personal Pension Plan, and Life Insurance. Foresters Financial operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter Toronto, Canada
  • Employees 5 as on 31 Dec, 2020
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Foresters
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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Products & Services of Foresters Financial

Foresters Financial offers a comprehensive portfolio of products and services, including Stocks and Shares ISA, Lifetime ISA, Junior ISA, Personal Pension Plan, and Life Insurance. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Tax-efficient investment for adults to grow savings over time.

Helps save for first home or retirement with government bonus.

Investment vehicle for children to build funds until adulthood.

Supports long-term saving for a comfortable retirement.

Provides financial protection for families in case of death.

People of Foresters Financial
Headcount 1000-5000
Employee Profiles 172
Employee Profiles
People
Mary Walker
Finance Manager
People
Brent McCraney
Technology Architect, Enterprise Architecture & Information Security
People
Ozzie Jimerson
Insurance Consultant
People
Gerry Salvatore
US Sales AVP Business Development

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Funding Insights of Foresters Financial

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

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Feb, 2021 Amount Post-IPO - Grab Valuation

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Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Foresters Financial

Foresters Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Nassau Financial Group. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Diversified insurance brokerage services are provided from Hartford.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Foresters Financial

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Foresters Financial

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Foresters Financial Comparisons

Employees
+
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Competitors of Foresters Financial

Foresters Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Foresters Financial

Frequently Asked Questions about Foresters Financial

When was Foresters Financial founded?

Foresters Financial was founded in 1874.

Where is Foresters Financial located?

Foresters Financial is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.

Who is the current CEO of Foresters Financial?

Euan Allison is the current CEO of Foresters Financial.

How many employees does Foresters Financial have?

As of Dec 31, 2020, the latest employee count at Foresters Financial is 5.

What does Foresters Financial do?

Foresters Financial, led by Euan Allison as Co-CEO, James Boyle as CEO President, specializes in offering financial products and advice, managing assets, and diversified. Diversified investment management firm. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.

Who are the top competitors of Foresters Financial?

Foresters Financial's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Foresters Financial offer?

Foresters Financial offers Stocks and Shares ISA, Lifetime ISA, Junior ISA, Personal Pension Plan, and Life Insurance.

Who are Foresters Financial's investors?

Foresters Financial has 1 investor. Key investors include Nassau Financial Group.

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