13 Wolfgang Klein

13 Wolfgang Klein

13 Wolfgang Klein
The Wolf on Bay Street
Canaccord Genuity Wealth Management
Toronto

AUM GROWTH: $30,000,000
AUM PER CLIENT: $577,778
REVENUE PER CLIENT: $8,000
CLIENTS AT END OCT 2015: 225    
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 15

Strong AUM growth ($30 million) and revenue per client ($8,000) helped propel Wolfgang Klein to the number 13 spot. Klein is known for his straightforward, direct approach, and for bringing passion and integrity to each client interaction. He’s also a three-time member of the Canaccord Genuity Wealth Management’s Chairman’s Club.

Company Information

  • The Wolf on Bay Street
  • 161 Bay Street, Suite 2900 Toronto, Ontario

Contact Information