EdgePointers think and act like business owners, and believe in putting investors first. For us, building strong partner relationships is more important than asset gathering so we’re not the biggest wealth management firm – nor do we hope to be.

EdgePoint Wealth Management

This office likely focuses on financial services and relationship management with an emphasis on analytics and ESG initiatives.

500-150 Bloor St. W.

Geoff Goss

Cesare Rizzuto

Heather Fraser

Marc-Andre Lessard

Derek J. Skomorowski

Jack Bruton

Aishwarya Menon

This department focuses on building and maintaining strategic relationships with partners to enhance collaboration and drive business growth.

Partnership Development

This department is responsible for fostering and maintaining client relationships to enhance customer satisfaction and loyalty.

Relationship Management

This department conducts financial analysis and research to support investment decisions.

Investment Analysis

This department oversees the management and allocation of investment portfolios.

Investment Management

This department manages the daily activities related to trading and overall operational efficiency.

Operations Department

This department oversees the development and strategy of products related to analytics and environmental, social, and governance (ESG) factors.

EdgePoint Wealth Management

Org chart

Teams

Partnership Development

Relationship Management

Investment Analysis

Investment Management

Operations Department

Product Management

Offices