Chronicle Wealth
Highly Engaged Employees
Finance · Canada · 11-50 Employees
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Overview
Headquarters
2 Sheppard Ave E Suite 1515, Toronto, On...Phone Number
(416) 855-9100Website
www.chroniclewealth.comRevenue
<$5 MillionIndustry
About Chronicle Wealth
Chronicle Wealth provides independent wealth counsel to help clients manage, grow, and protect their wealth through a holistic and integrated approach. They cater to individuals, families, business owners, and professionals, offering tailored support and exclusive access to investment opportunities. The firm emphasizes long-term partnerships built on transparency and integrity, with a multidisciplinary team collaborating closely with clients' advisors. With over $800 million in assets under management and a high client retention rate, Chronicle Wealth focuses on simplifying financial lives and aligning their interests with those of their clients.Explore more
SIC Code 62,628NAICS Code 52,523Show moreChronicle Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Chronicle Wealth
<$5M
11-50
Private
-
2018
LH
Laura HeadonChief Financial Officer & Chief Operating Officer
Chronicle Wealth Tech Stack
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Chronicle Wealth provides independent wealth counsel to help clients manage, grow, and protect their wealth through a holistic and integrated approach. They cater to individuals, families, business owners, and professionals, offering tailored support and exclusive access to investment opportunities. The firm emphasizes long-term partnerships built... Read More