Practice: The Wolf on Bay Street
Firm: Canaccord Genuity Wealth Management
Location: Toronto, ON
The Wolf on Bay Street, Wolfgang Klein, has returned to the Top 50 Advisors list yet again in 2020 with his holistic approach to wealth management. “It takes coordination from a wide range of services to best help clients reach their financial goals,” he says. “As a result, my clients are predominantly fee-based. From financial plans to estate planning to tax-efficient strategies, we offer a variety of services beyond the scope of investments to help add value for our clients.”
In 2019, Klein saw his AUM grow to $225 million and his client base grow to 470. Now he’s focused on keeping up with an ever-changing industry. “I think to run a successful practice, you have to be adaptable to the ever-evolving landscape and never take anything for granted,” he says. “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.’”
