EdgePoint Wealth Management

EdgePoint Wealth Management

Financial-Services

Toronto, Ontario
Canada
Company Tagline

For investors, by investors

Industry Category
Financial-Services
Company Description

EdgePoint Wealth Management is a leading financial services firm dedicated to providing exceptional investment management and wealth-building solutions. Located at its primary address of 500-150 Bloor St. W., Toronto, Ontario M5S 2X9, CA, EdgePoint Wealth Management operates with a commitment to putting investors first, fostering strong partner relationships, and thinking and acting like business owners.

With a focus on delivering long-term value, EdgePoint Wealth Management specializes in investment management, mutual funds, and comprehensive wealth-building strategies. The firm’s unique approach is driven by a dedication to building strong, lasting relationships with advisors and investors alike, ensuring personalized and effective financial guidance.

EdgePoint Wealth Management continues to expand its reach and enhance its offerings, remaining steadfast in its mission to empower investors and drive financial success. We encourage the manager of EdgePoint Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.

EdgePoint Wealth Management est une société de services financiers de premier plan dédiée à fournir une gestion de placements exceptionnelle et des solutions de développement de patrimoine. Située à son adresse principale au 500-150 Bloor St. W., Toronto, Ontario M5S 2X9, CA, EdgePoint Wealth Management opère avec un engagement à faire passer les investisseurs en premier, à favoriser des relations de partenariat solides et à penser et agir comme des propriétaires d'entreprise.

En mettant l'accent sur la création de valeur à long terme, EdgePoint Wealth Management se spécialise dans la gestion de placements, les fonds communs de placement et les stratégies complètes de développement de patrimoine. L'approche unique de l'entreprise est motivée par un engagement à établir des relations solides et durables avec les conseillers et les investisseurs, assurant ainsi des conseils financiers personnalisés et efficaces.

EdgePoint Wealth Management continue d'étendre sa portée et d'améliorer ses offres, tout en restant fidèle à sa mission : autonomiser les investisseurs et favoriser la réussite financière. Nous encourageons le gestionnaire de EdgePoint Wealth Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur leurs services exceptionnels.

Key Personnel / Employees
Etienne Leblanc Alan Lynam Heather Fraser Jeff Hyrich CFA - Experienced Global Equity Investor

Compare Companies Side by Side

Compare EdgePoint Wealth Management with 3 companies in Financial-Services

4 Companies
Comparison Field
EdgePoint Wealth Management
EdgePoint Wealth Manageme...
Main Company
JS Investments
JS Investments
View Profile
MIV Wealth
MIV Wealth
View Profile
Founded Year
1962 1995 2022
Company Size
2-10 51-200 2-10
City
Toronto, Ontario Boston, Massachusetts Karachi, Sindh Gurugram, Haryana
Country
Canada United States Pakistan India
Skills & Keywords Comparing with main company
11 Total Skills
Wealth Management Financial Services Investment Management Mutual Funds Wealth Building Investment Strategies Financial Planning Investment management Mutual funds Wealth building Advisor & investor partnerships
4 Total 4 Unique
Unique Skills:
Asset Management Best practices Compliance Regulation
17 Total 17 Unique
Unique Skills:
Asset allocation Equity Investments Financial planning Fixed Income Investments Investment advisory Investment research +11
5 Total 5 Unique
Unique Skills:
IPO Valuation Pre-IPO/ shares Real Estate Risk Adjusted Returns Tax optimization
4
Total Companies
1962
Oldest Founded
4
Countries
37
Unique Skills

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Alternative Company Names

This company is also known as

EdgePoint Wealth Management EdgePoint财富管理 एजपॉइंट वेल्थ मैनेजमेंट إيدج بوينت لإدارة الثروات EdgePoint Gestion de patrimoine ЭджПойнт Управление Благосостоянием EdgePoint Gestão de Patrimônio