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.
Company Details
- Employees
- 17
- Founded
- -
- Address
- 2 Sheppard Ave E, Toronto,ontario M2n 5y7,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- chroniclewealth.com
- Keywords
- Wealth Management, Independent Wealth Counsel, Insurance, Group Benefits, Investment Management, Multi-Family Office, Financial Planning, Toronto Wealth Advisors, Private Equity.
- HQ
- Toronto, Ontario
Chronicle Wealth Questions
Chronicle Wealth's website is chroniclewealth.com
Chronicle Wealth's LinkedIn profile is https://ca.linkedin.com/company/chronicle-wealth
Chronicle Wealth has
17 employees.
View email and phone details for 17
employees at Chronicle Wealth.
Chronicle Wealth's industry is
Investment Management
Chronicle Wealth's top competitors are
Guilfoyle Financial Inc.,
Bellwether Investment Management,
Coleford Investment Management,
Carmo Companies,
East West Investment Management,
Nicola Wealth,
Optimize Financial Group,
Caledonia Capital Inc.,
Mattamy Asset Management,
Wealth Flow.
Chronicle Wealth's categories are Investment Management
Chronicle Wealth's founding year is 2018
