EDGEPOINT WEALTH MANAGEMENT
Edgepoint Wealth Management is a financial services fintech company located in Toronto.
EDGEPOINT WEALTH MANAGEMENT
Social Links:
Industry:
Financial Services FinTech Wealth Management
Founded:
2008-01-01
Status:
Active
Total Funding:
0
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Current Employees Featured
Founder
Investors List
Cymbria
Cymbria investment in Private Equity Round - Edgepoint Wealth Management
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2021-11-22 | Redline Communications | Edgepoint Wealth Management investment in Post-IPO Debt - Redline Communications | 7 M CAD |
More informations about "Edgepoint Wealth Management"
Who We Are - EdgePoint Wealth
We established EdgePoint to grow wealth for our investors. In pursuit of this goal, we put in place a foundation of nine commitments governing our company. ... EdgePoint Wealth Management Inc. 150 Bloor St. W., Suite 500 Toronto, …See details»
EdgePoint Canadian Portfolio
Choose an EdgePoint Portfolio series below and enter your investment amount, withdrawal rate and the time period to find out what your SWP might have looked like with taxes factored in. We believe in taking a long-term view when …See details»
Which is the Best Canadian Boutique Asset …
Jul 7, 2023 EdgePoint Wealth Management Parent Rating: Above Average. EdgePoint Wealth Management’s four founders established the firm in 2008 with the goal of creating a firm that placed investors at the top of its priorities. They …See details»
Simplicity, focus are key to EdgePoint’s early success
Aug 30, 2010 Edgepoint wealth management Inc. of Toronto, which launched in the midst of the market meltdown during the autumn of 2008, has managed to garner more than $1.2 billion in …See details»
EdgePoint Wealth Management
EdgePoint Wealth Management is a wealth management firm that has been helping investors achieve their financial goals for the past 15 years. The firm offers a wide range of products and services including mutual funds, ETFs, …See details»
EdgePoint Wealth Management - LinkedIn
EdgePoint Wealth Management | 6,570 followers on LinkedIn. For investors, by investors | EdgePointers think and act like business owners, and believe in putting investors first. For us, building ...See details»
EdgePoint Wealth Management Inc. updates website …
Sep 1, 2023 EdgePoint Wealth Management Inc. is an independent investment management firm based in Toronto, and owned and operated by investors. Contact: Patrick Farmer at 416.963.9353 or [email protected ...See details»
Our Portfolios
Effective February 1st, 2023, EdgePoint Variable Income Portfolio is renamed to EdgePoint Opportunistic Credit Portfolio. We believe the new name better reflects the profile of the Portfolio. The investment strategy, approach and objectives …See details»
Update on EdgePoint Wealth Management
Oct 8, 2024 Historical updates. Update on EdgePoint Wealth Management as at June 30, 2024. Our top 20% of advisors represent some 82% (approximately $21.8 billion) of our total retail …See details»
The Morse Team - RBC Wealth Management
Aug 31, 2018 Edgepoint now employs 65 people. The investment management team is now up to 8, started with 2. In my opinion, these are some of the most brilliant investment minds in this country. They have hired 2 young protégés …See details»
Edgepoint Wealth Management - Crunchbase
View contacts for Edgepoint Wealth Management to access new leads and connect with decision-makers. View All Contacts . Details. Edit Details Section. Industries . Financial Services . ...See details»
Edgepoint Wealth Management Inc - Dun & Bradstreet
Find company research, competitor information, contact details & financial data for Edgepoint Wealth Management Inc of Toronto, ON. Get the latest business insights from Dun & Bradstreet.See details»
General Inquiries - Contact us
EdgePoint Wealth Management Inc. c/o CIBC Mellon GSS, Recordkeeping Services 1 York St., Suite 900 Toronto, ON M5J 0B6 Head office For corporate-related inquiries or comments:See details»
EdgePoint Company Profile - Office Locations, Competitors ... - Craft
EdgePoint is an investment firm. It offers mutual funds, wealth management, professional financial advice, and other services. Type Private Status Active Founded 2008 HQ Toronto, CA | view …See details»
Fund Detail - Fund Library
Oct 31, 2024 Investment Strategy. To achieve its investment objective, the Portfolio Manager invests in companies with strong competitive positions, defendable barriers to entry, long-term …See details»
Edgepoint Wealth Management - Contacts, Employees, Board …
Edgepoint Wealth Management has 1 current employee profile, Founder & Partner Geoff MacDonald. Geoff MacDonald Founder & Partner Unlock even more features with Crunchbase …See details»
Investment Approach
ESG factors are, however, one of many considerations taken into account by us. ESG factors are not determinative in our investment decision-making process and are considered to a limited …See details»
Edgepoint Wealth Management - Funding, Financials, Valuation
Edgepoint Wealth Management is a financial services fintech company. How much funding has this organization raised over time? ShowSee details»
Your Team | Andrew Wallman - EdgePoint Wealth
He earned his Bachelor of Management and Organizational Studies in Finance and Administration from Western University and is a CFA charterholder. EdgePoint Partner: 1.2. years. …See details»