Company Email Format Management

Chronicle Wealth

Investment Management Toronto, Ontario, Ca 17 employees

Employees: 17
Contacts: 2
Emails: 2

chroniclewealth.com LinkedIn

Chronicle Wealth Overview

Headquarters: Toronto, Ontario, Ca
Website: chroniclewealth.com
Industry: Investment Management
Employees: 17
Founded: 2018
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Wealth Management Independent Wealth Counsel Insurance Group Benefits Investment Management Multi-Family Office Financial Planning Toronto Wealth Advisors Private Equity

About Chronicle Wealth

Chronicle Wealth is a Toronto based independent multi-family office providing thoughtful, personalized wealth counsel to high-net-worth families, business owners and professionals. Our multidisciplinary team delivers integrated investment management, tax and estate planning, and financial planning services—designed to simplify complexity and support long-term goals. We help our clients grow, preserve, and transition wealth with intention—so they can focus on what matters most: their families, their businesses, and their legacy.

Chronicle Wealth Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

Chronicle Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Bill Hurley	Wealth Planning for Business Owners & Professional Service Partners	Toronto, Ontario, Canada	View
Ingrid Shumak	Insurance Administrator at Chronicle Wealth	Toronto, Ontario, Canada	Email
Stephan Smith, Cfa, Mba	Chief Investment Officer at Chronicle Wealth	Toronto, Ontario, Canada	Email
Keith Malkin, Cebs	Group Benefit Innovator - Benefits Are My Passion!	Toronto, Ontario, Canada	View