Wealth Management

Founded in 2014


We help high-net-worth individuals find the perfect #WealthManager using our advanced knowledge in #FinancialMarkets and extensive list of connections


  • Wealth Management has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since Wealth Management was founded, the company has grown faster than the industry average
  • Web traffic rankings are better than the industry average

Annual Revenue

Wealth Management's annual revenue


Based on Kona Equity data

  • Revenue per employee


  • Variance of revenue growth


  • Annual revenue growth since founding


  • Revenue growth rate from first known quarter to current


Employee Count

60 employees

  • Employee growth rate from first known quarter to current



Vanja Peric

No Title Available


Beryl Mccallum

Chief Operating Officer


Aleksandra Dwornik

GWP Wealth Management Inc.


Brian Lipskie



Curt Cumming



Steve Donald



Kiki Delaney



Randy Ambrosie



Christine Poole

Chief Operating Officer


Lynn Waterston

Chief Operating Officer


Roy Scaini

Executive Vice President & Chief Operating Officer


Janine Guenther



David Pauli

Executive Vice President & Chief Operating Officer


Ken Lester

President, Chief Executive Officer & Portfolio Manager


Robert Sewell

President & Chief Executive Officer


Nicole Ketterer

Chief Financial Officer


Michael Nairne

President & Chief Investment Officer


Phone Management

President & Chief Executive Officer


David Sung



G Score - 7

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.
  • G7 Website traffic rankings are better than the industry average

Web Analysis

  • Rank

    2.32 M


120 Adelaide St West, Ste 2500 
Toronto, Ontario  M5H 1T1

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Key Information

  • SIC: 62
  • NAICS: 523; 523920
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Wealth Management

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Frequently Asked Questions

Where is Wealth Management located?

Wealth Management's headquarters are located at 120 Adelaide St West, Ste 2500  Toronto, Ontario  M5H 1T1.

What is Wealth Management's official website?

Wealth Management's official website is

What is Wealth Management's revenue?

Wealth Management's annual revenue is $15.4 M.

What is Wealth Management's SIC code?

Wealth Management's SIC: 62

What is Wealth Management's NAICS code?

Wealth Management's NAICS: 523; 523920.

How many employees does Wealth Management's have?

Wealth Management has 60 employees

What industry does Wealth Management belong to?

Wealth Management is in the industry of Computer software.

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