Chronicle Wealth Information
Contact top employees from
Chronicle Wealth
Summary
The company currently specializes in the Financial Services area. To connect with Chronicle Wealth employee register on SignalHire.
Organization Website | chroniclewealth.com |
Social Links |  |
Industries | |
Headquarters Location | 2 Sheppard Ave E, Toronto, Ontario, M2N 5Y7 CA |
Employees Size | 10-50 employees |
Specialties | Wealth Management, Independent Wealth Counsel, Insurance, Group Benefits, Investment Management, Multi-Family Office, Financial Planning, Toronto Wealth Advisors, Private Equity |
Founded | 2018 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1984 | Privately Held | 100-200 | - | $- | |
| 2001 | Privately Held | 10-50 | - | $- | |
| 1987 | - | 10-50 | - | $- | |
| 2010 | - | 200-500 | - | $- |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Chronicle Wealth shows a diverse range of experience levels:
17% for 1–2 years25% for 3–4 years25% for 5–7 years33% for 8–10 yearsContact top employees from
Chronicle Wealth
L
Laura Headon
CFO & COO
B
Brian McKenzie
Partner
A
Andrew Guilfoyle
Partner
A
Alexander DAmario
Manager
R
Rachel Lin
Wealth Management Portfolio Administrator
E
Esha Jiwanmall
Associate Portfolio Manager
C
Cheryl Guilfoyle
Operations Manager
K
Keith Malkin
Director Chronicle Benefits
B
Blair Guilfoyle
Partner & Co-Founder
E
Erica Trigiani
Wealth Management & Operations Administrator
A
Aaron Zomer
Senior Wealth Management and Financial Planning Associate
K
Kathleen Bennett CA CFP® FEA
VP, Planning & Wealth Strategy.
I
Ingrid Shumak
Insurance Administrator
P
Philipp Soummer
Senior Portfolio Manager
B
Bill Hurley
Wealth Advisor
A
Adam Shapiro CA
Partner
Companies Similar to Chronicle Wealth
FAQ
Chronicle Wealth operates in the Finance industries. More details can be found on the official website: chroniclewealth.com.
The headquarters of Chronicle Wealth are located in Toronto, Canada.
Chronicle Wealth currently employs 10-50 people.
Well-known competitors of Chronicle Wealth include All Points Relocation Service Inc., Forstrong Global Asset Management, De Thomas Wealth Management and Echelon Wealth Partners.
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