The Wolf on Bay Street
Canaccord Genuity Wealth Management
A mainstay on the Top 50 Advisors list, Wolfgang Klein has distinguished himself as one of Canada’s leading advisors for the ninth time.
A firm believer in holistic wealth management, Klein pivoted into the industry in his mid-30s, drawn by a desire to help others. “Back when I was working in the media industry, I saw a lot of people who needed financial help,” he says. “Many of my friends and colleagues were all making nice incomes but were not saving and planning for the future.”
As a portfolio manager running a discretionary business, Klein takes pride in his investment process and portfolios, which have exhibited some of their best relative performance years throughout the pandemic. His main objective, however, is to keep clients on track, minimize their taxes and ensure that they’re setting money aside each year until their retirement – and sometimes beyond.