Chronicle Wealth: Detailed Company Information & Corporate Profile
Contact top employees from
Chronicle Wealth
Summary
The business currently specializes in Financial Services area. The company has 10-50 employees. Register with SignalHire to connect with Chronicle Wealth employees and management.
| Chronicle Wealth Website | chroniclewealth.com |
| Social Links |  |
| Industries | |
| Chronicle Wealth Headquarters Address | 2 Sheppard Ave E, Toronto, Ontario, M2N 5Y7 CA |
| Company Size | 10-50 employees |
| Specialities & Services | Wealth Management, Independent Wealth Counsel, Insurance, Group Benefits, Investment Management, Multi-Family Office, Financial Planning, Toronto Wealth Advisors, Private Equity |
| Founded | 2018 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-07-21 |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 1984 | Privately Held | 100-200 | |
| 2001 | Privately Held | 10-50 | |
| 1987 | - | 10-50 | |
| 2010 | - | 200-500 |
Workforce Turnover
Length of Employment
Chronicle Wealth's workforce includes employees across a wide range of tenure levels.
33% have been with the company for 5 to 7 years67% have been with the company for 8 to 10 yearsContact top employees from
Chronicle Wealth
Laura HeadonCFO & COO
Brian McKenziePartner
Stephan SmithChief Investment Officer
Adam Shapiro CIMCo-Founder, Advisor
Bill HurleyWealth Advisor
Philipp SoummerSenior Portfolio Manager
Ingrid ShumakInsurance Administrator
Kathleen Bennett CA CFP® FEAVP, Planning & Wealth Strategy.
Aaron ZomerSenior Wealth Management and Financial Planning Associate
Blair GuilfoylePartner & Co-Founder
Andrew GuilfoylePartner
Cheryl GuilfoyleOperations Manager
Esha JiwanmallAssociate Portfolio Manager
Mohammed El ChayebAssociate
Rachel LinWealth Management Portfolio Administrator
Mukit MohammedFinancial Planning Associate
Companies Similar to Chronicle Wealth
Chronicle Wealth Corporate Information: FAQ
Chronicle Wealth operates in the Finance industries. More details can be found on the official website: chroniclewealth.com.
Chronicle Wealth has offices located in Toronto, CA.
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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