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 multidisciplinary team delivers integrated investment management, tax and estate planning, and financial planning services—designed to simplify complexity and support long-term goals. We help our clients grow, preserve, and transition wealth with intention—so they can focus on what matters most: their families, their businesses, and their legacy.
| Website | http://www.chroniclewealth.com |
| Employees | 18 (17 on RocketReach) |
| Founded | 2018 |
| Address | 2 Sheppard Ave E, Toronto, Ontario M2N 5Y7, CA |
| Phone | +1 808-949-6888 |
| Technologies |
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| Industry | Investment Management |
| Keywords | Wealth Management, Family Office Services, Financial Planning, Wealth Preservation, Financial Advisor, Financial Consulting, Multi Family Office, Investment Counsel, Investment Management, Investment Strategies, Portfolio Management, Retirement Planning, Estate Planning, Strategic Investments, High Net Worth, Tax Planning, Legacy Planning, Trust Services, Philanthropic Planning |
| Competitors | Vanguard, Fidelity Investments, Schwab Advisor Services, Wealthfront, Betterment, BlackRock, Taylor Financial Group, LLC, Personal Capital, Goldman Sachs, Morgan Stanley +45 more (view full list) |
Looking for a particular Chronicle Wealth employee's phone or email?
Adam Shapiro is the Co-Founder, Advisor of Chronicle Wealth.
17 people are employed at Chronicle Wealth.
Chronicle Wealth is based in Toronto, Ontario.