Viewpoint Private Wealth
Company

Viewpoint Private Wealth

Investment Management (Est. 1998) 4 employees SHOCK
Employees
4
Contacts
2
Emails
2
Phones
1

Viewpoint Private Wealth Overview

Headquarters
(Est. 1998)
Industry
Investment Management
Employees
4
Founded
2025
Stock Symbol
SHOCK
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Keywords

About Viewpoint Private Wealth

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.

Viewpoint Private Wealth Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Viewpoint Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Mat Sawin, Cfa Portfolio Manager
View
Garry Mcculloch Founding Partner Senior Portfolio
Email
Brenden Soley, Cfa Portfolio Manager at Viewpoint Private
Email Phone

Employees by Management Level

Manager 2 profiles
Senior / Lead 1 profile

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