26 Wolfgang Klein, The Wolf on Bay Street

26 Wolfgang Klein, The Wolf on Bay Street

The Wolf on Bay Street
Canaccord Genuity Wealth Management

Toronto, ON

Marking another year on WPC’s Top 50 Advisors list, Wolfgang Klein continues to produce the returns his clients expect. For 2018, he forecasts returns of 5%, 7% and 9% for his conservative, balanced and growth accounts. His growth mandate has produced a 13% gross return since inception, which is a point of pride for the Toronto-based advisor.

“You need scale and performance and must deliver value in terms of returns and other services provided,” he says. “Small [advisors] – i.e. assets under $50 million and revenue below $500,000 – are under attack, and this bar shall be raised eventually to $100 million in assets and $1 million in production.”
 

Company Information

  • The Wolf on Bay Street
  • 161 Bay Street, Suite 3100 P.O. Box, 516, Toronto, Ontario, M5J 2S1 Canada

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