Edgepoint Wealth Management Inc.
Office phone +1 416-963-****
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Homepage http://www.edgepointwealth.com
LinkedIn Profile https://linkedin.com/company/edge***lth-mana***
HQ Location
Canada , Ontario, Toronto:150 Bloor St W #500, Toronto, ON M5S 2X9, Canada
EdgePoint Wealth Management Inc. is independent, employee owned and exists for investors and advisors who want more from a wealth management firm. Frustrated with seeing the industry become an asset-gathering, sales- and marketing-driven business at the expense of investors’ best interests, we’ve built a company that defines its success as follows:
- Achieve investment results at or near the top of our peer group over 10 years
- Remain investment-led with strong investment partner relationships
- Maintain a company culture that inspires employees to think and act like owners
We believe skilled and principled advisors can help their clients reach their financial goals and consider both as our investment partners. While we hope advisors recommend EdgePoint, we understand they may not. We believe that’s their value to their clients – independent, objective advice.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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