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Chronicle Wealth
Chronicle Wealth was established in 2017 by Andrew Guilfoyle and Adam Shapiro. The firm traces its roots to a Canadian wealth advisory practice that began...
Chronicle Wealth
Chronicle Wealth was established in 2017 by Andrew Guilfoyle and Adam Shapiro. The firm traces its roots to a Canadian wealth advisory practice that began serving families in the 1960s. It operates as a multi-family office providing coordinated investment, tax, and estate services. The firm allocates across direct co-investments and SPVs, hedge funds, private credit, private equity, real estate, and secondaries. Allocations remain focused on North America. Partners commit their own capital on the same terms as clients. The firm reports an estimated $800 million in assets under management. It maintains a single Toronto office and fields a multidisciplinary team that includes a chief investment officer and tax specialists. No dated operational events from the past 24 months appear in available records. Chronicle Wealth functions as an independent advisor without affiliation to banks or product manufacturers, allowing selection across asset classes solely on client objectives.
General information
Firm type
Multi Family Office
Year founded
2018
Location
Region
North America
Country
Canada
City
Toronto
Corporate office
2 Sheppard Avenue East, Suite 1515, Toronto, Ontario, M2N 5Y7, Canada
Principals
Andrew Guilfoyle
Co-Founder & Wealth Advisor
Adam Shapiro
Co-Founder & Wealth Advisor
Brian McKenzie
Partner & Wealth Advisor
Stephan Smith
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Chronicle Wealth?
Stephan Smith serves as Chief Investment Officer. Co-founders Andrew Guilfoyle and Adam Shapiro also hold wealth advisor roles and participate in portfolio oversight.
How does Chronicle Wealth source proprietary deal flow?
The firm states it provides clients exclusive access to investment opportunities and private asset exposure. Specific sourcing channels are not detailed in public materials.
Is Chronicle Wealth structured as a single family office or does it operate more like a venture firm?
Chronicle Wealth operates as a multi-family office. It serves multiple Canadian families and entrepreneurs rather than a single lineage.
Does Chronicle Wealth participate in fund commitments or only direct deals?
The firm uses both direct co-investments and SPVs alongside allocations to hedge funds, private equity, and private credit vehicles.
Where does the underlying wealth come from?
The firm originated from partners’ wealth advisory work with Canadian families that dates to the 1960s.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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