Chronicle Wealth Information
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Chronicle Wealth
Summary
Chronicle Wealth is a Toronto based independent multi-family office providing thoughtful, personalized wealth counsel to high-net-worth families, business owners and professionals. Our multidisciplina...Show more
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 4 quarter 2025
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 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Chronicle Wealth
Laura Headon
CFO & COO
Alexander DAmario
Manager
Rachel Lin
Wealth Management Portfolio Administrator
Brian McKenzie
Partner
Erica Trigiani
Wealth Management & Operations Administrator
Stephan Smith
Chief Investment Officer
Adam Shapiro CA
Partner
Bill Hurley
Wealth Advisor
Philipp Soummer
Senior Portfolio Manager
Ingrid Shumak
Insurance Administrator
Aaron Zomer
Senior Wealth Management and Financial Planning Associate
Blair Guilfoyle
Partner & Co-Founder
Andrew Guilfoyle
Partner
Keith Malkin
Director Chronicle Benefits
Cheryl Guilfoyle
Operations Manager
Esha Jiwanmall
Associate Portfolio Manager
Mohammed El Chayeb
Associate
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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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