Wolfgang Klein of The Wolf on Bay Street is rank 20 in Wealth Professional Canada's 2019 Top 50 Advisors
The Wolf on Bay Street
Canaccord Genuity Wealth Management
The Wolf on Bay Street, Wolfgang Klein, is a regular fixture on the Top 50 Advisors list – and given that his AUM is inching ever closer to the $200 million mark, that’s hardly a surprise. Klein says his motivations have always been helping clients reach both their life and financial goals. “My job is to keep my clients on track, minimize their taxes and ensure that money is put aside each year until they retire – and sometimes beyond retirement,” he says. “It isn’t about how much you earn; it is about how much you ultimately keep.”
Klein, who made a career change in his mid-30s, moving from the media into wealth management, has been able to build a successful practice, largely due to his willingness to adapt. “The industry is always changing,” he says. “I think to run a successful practice, you have to be adaptable to the ever-evolving landscape and never take anything for granted. As Darwin said, ‘It is not the strongest of the species that survives, not the most intelligent that survives. It is the one that is the most adaptable to change.’”
