Wolfgang Klein of The Wolf on Bay Street is part of this year's WP Top 50 Advisors.
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.
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.
