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Wolfgang Klein, BBM, CIM, AIFP, Senior Vice President, Senior Investment Advisor, Portfolio Manager
Canaccord Genuity Wealth Management
161 Bay St., Suite 3100, Toronto, Ontario M5J 2S1
Team Assets (Custodied)
$302-million
Typical Size of Household Accounts
$1-million -
$3-million
Minimum Account Size for New Business
$250,000
Typical Net-Worth of Relationships
$3-million -
$5-million
Wolfgang Klein has been in the investment advisory business for over 20 years and is known for his straightforward, direct approach, and for bringing passion and integrity to each client interaction.
As a portfolio manager, Wolfgang focuses on the foundations of creating and managing wealth in ways that are commonly overlooked. His process starts with helping clients take ownership and responsibility for their own financial outcomes. Once financial objectives have been established, Wolfgang communicates diligently with his clients to adjust their financial habits. He helps them to take advantage of time, and the power of small numbers. This collaborative approach significantly increases the probability of clients successfully reaching their long-term goals.
Wolfgang is known by the media as “The Wolf on Bay Street”, and makes it his business to look after his “pack”. He is committed to his clients, colleagues and family. Wolfgang understands first-hand what it means to be a business owner, family steward and investor. As passionate as he is about investing, he cares just as deeply about his clients’ lives, goals and aspirations.
A graduate of Business Management at Ryerson University, Wolfgang is a Chartered Investment Manager and Portfolio Manager, as well as an Accredited Investment Fiduciary. He is devoted to promoting financial literacy and education with his clients and throughout his community. Weekly, he hosts HiFi Radio (short for High Finance), a show where he interviews diverse guests to help listeners gain financial knowledge and insights.
In the community, Wolfgang participates in annual fundraising and a sleepout event to benefit Toronto’s homeless youth, raising over $75,000 over the past several years. Recently, he received a Humanitarian Award in recognition of his philanthropic involvement.
Outside of the office, Wolfgang enjoys spending time with his three children and his wife, Kathleen, who also supports his business working in marketing and administration.
Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.