Viewpoint Private Wealth offers integrated wealth planning, comprehensive investment management, tax efficiency planning, and estate planning, ensuring that high-net-worth families, business owners, and professionals receive guidance tailored to their unique goals. The team’s deep understanding of sophisticated investment and wealth strategies, and their expertise in portfolio construction and goals-based financial planning, aligns seamlessly with Viewpoint’s philosophy of evidence-based, long-term investing.
Viewpoint Investment Partners Corporation was launched by the Van Wielingen family in 2016 as a spinout of the Viewpoint Family Office (est. 1998), founded on an unrelenting vision of enhancing client outcomes by delivering institutional-quality investment management. The Viewpoint Private Wealth division leverages a powerful combination of advanced data science and technology platforms, developed for Viewpoint's institutional pooled fund and managed-account offerings, along with over 25 years of institutional due diligence expertise tailored to ultra-high-net-worth investors. Combined with the industry experience of Garry, Brenden, and Mat in delivering top-tier wealth and investment services, we are proud to introduce an offering that is truly unique to Canada. Viewpoint Private Wealth clients will have preferential access to Viewpoint’s suite of internal pooled funds, opportunities to co-invest in unique asset classes —such as private equity, private credit, real estate, and venture —and empirical, evidence-based portfolio customization powered by the same engines used to manage Viewpoint’s flagship funds. Viewpoint Private Wealth prides itself on being independent, employee-owned, and aligned with clients.
As an independent and family owned investment business, we are looking selectively for more partners across Canada for this expansion.
Company Details
Viewpoint Private Wealth Questions
Viewpoint Private Wealth's website is https://viewpointinvestment.ca/private-wealth-about/
Viewpoint Private Wealth's LinkedIn profile is https://www.linkedin.com/company/viewpoint-private-wealth-calgary
Viewpoint Private Wealth has
4 employees.
View email and phone details for 4
employees at Viewpoint Private Wealth.
Viewpoint Private Wealth's industry is
Investment Management
Viewpoint Private Wealth's top competitors are
Sandstone Asset Management Inc,
Default Ai,
Bloom Benefits Group,
Mcleod Law Llp,
Mk Tutoring,
Venturevest,
Integrated Capital Strategies, Llc,
Viewpoint,
Navigate Benefit Solutions,
Viewpoint Investment Partners.
Viewpoint Private Wealth's categories are Investment Management
Viewpoint Private Wealth's founding year is 2025
