Wealth Management Canada Overview

  • Founded
  • 2014

Founded
  • Status
  • Private

  • Employees
  • 3

Employees
  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Wealth Management Canada General Information

Description

Provider of wealth management advisory services intended to help investors manage their wealth. The company offers its services to high-net-worth individuals while choosing a wealth management company to manage their assets, enabling them to get the best possible return on their investments.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Commercial Services
Primary Office
  • 150 King Street West
  • Suite 200
  • Toronto, Ontario M5H 1J9
  • Canada
+1 (800) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Wealth Management Canada Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Wealth Management Canada‘s full profile, request access.

Request a free trial

Wealth Management Canada Executive Team (6)

Name Title Board Seat Contact Info
Ken Lester President, Portfolio Manager & Co-Chief Executive Officer
Arthur Heinmaa Chief Executive Officer & Managing Partner
Roy Scaini Executive Vice President & Co-Chief Operating Officer
Christine Poole Co-Chief Operating Officer
Steven Balaban Founding Partner
You’re viewing 5 of 6 executive team members. Get the full list »

Wealth Management Canada Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Wealth Management Canada Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Wealth Management Canada‘s full profile, request access.

Request a free trial