Wolfgang Klein of The Wolf on Bay Street is rank 26 in Wealth Professional Canada's 2018 Top 50 Advisors
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.”
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.”
