EdgePoint Wealth Management

Office address: 150 Bloor St. W., Suite 500 Toronto, Ontario M5S 2X9
Website: https://edgepointwealth.com/
Year established: 2008
Company type: investment management
Employees: 82
Expertise: investment management, mutual funds, advisor and investor partnerships, wealth building
Parent company: N.A.
CEO and key people: Patrick Farmer, CEO
Financing Status: -

EdgePoint Wealth Management is a wealth management firm that has been helping investors achieve their financial goals for the past 15 years. The firm offers a wide range of products and services including mutual funds, ETFs, and investment advisory services. EdgePoint is investment-led and is committed to providing its clients with the highest quality of service and advice.

History of EdgePoint Wealth Management

Edgepoint Wealth Management was founded by Geoff MacDonald, Tye Bousada, Bob Krembill, and Patrick Farmer in 2008. They got together out of a desire to put up an investment firm run purely by investment professionals.

Products and Services of EdgePoint Wealth Management

EdgePoint Wealth Management offers a wide range of products and services, including:

mutual funds
ETFs
investment advisory services
retirement planning
estate planning
tax planning
financial education

The firm's mutual funds are known for their strong performance and low fees. EdgePoint’s ETFs are also highly rated, and they offer investors a convenient and cost-effective way to invest in a variety of asset classes.

Culture at EdgePoint Wealth Management

EdgePoint is investment-led – meaning, no sales and marketing department – just investments. All its employers are owners or, as they call themselves, internal partners or “EdgePointers”. They are given an opportunity to buy shares at EdgePoint to further instill that “owner’s mindset” in everyone who works there.

Edgepoint Wealth Management's employees are passionate about helping their clients achieve their financial goals. They are committed to providing their clients with the best possible service, and they are always looking for ways to improve the firm's products and services.

Because EdgePoint is investment-led, they publish figures that matter most to investors. They don’t share assets under management figures unless needed. What they do share is how much they’ve saved their investors in lower fees: around $145 million as at 2022.

About Edgepoint Wealth Management CEO Patrick Farmer

Patrick Farmer is one of the 4 founders of EdgePoint. He has 35 years’ experience in wealth management, after having worked at the Ontario Municipal Retirement System, then at Investco Ltd. In 2008, he set up EdgePoint where he is still a founding partner and CEO.

Farmer is passionate about leading an investment company that focuses on nothing but investments. No bells and whistles. He and his partners believe that investment firms should be run by investment professionals. And that still holds true for EdgePoint, from 2008 until today.

Future at EdgePoint Wealth Management

Edgepoint Wealth Management is a growing company that is committed to providing the best possible service. Its focus remains on investing in the long-term and lowering fees for its clients. With its single-minded vision of being an investment-led, private company, EdgePoint will continue to leave a unique mark in the wealth management sector.