Chronicle Wealth

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Chronicle Wealth Overview

Type
Multi Family Office
Year Founded

General Information

Chronicle Wealth is a multi-family office headquartered in Toronto, Canada. Founded in 2017, the firm originates from its partners’ long-standing wealth advisory practice serving Canadian families since the 1960s . Chronicle Wealth provides independent counsel across investment management, tax structuring, estate and succession planning, and insurance solutions , coordinating multidisciplinary expertise for affluent families and entrepreneurs—delivering integrated investment, tax and estate planning advice.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
2 Sheppard Avenue East Suite 1515 Toronto, Ontario, M2N 5Y7

Portfolio & Notable Allocations

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