Partner@ Chronicle Wealth
Toronto, Ontario, Canada
Blair Guilfoyle
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Queen's University
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FlashIntel GPTBlair Guilfoyle is a highly experienced wealth management professional with over 20 years of work experience. Based in Canada-Ontario-Toronto, Blair specializes in financial advisory, investments, insurance, and life insurance. As a Personal CFO at Chronicle Wealth, Blair helps entrepreneurs and high net worth Canadian families simplify their financial lives. With a focus on their families, business, and passions, Blair works collaboratively with accountants and lawyers to coordinate legal, tax, insurance, and investment areas. As a Personal CFO, Blair works collaboratively with clients to ensure their financial goals are met.
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About
Chronicle Wealth is a leading multi-family office which provides independent wealth counsel, tax and estate planning advice to successful entrepreneurs and high net worth Canadian families. Our mission is to simplify and improve our clients’ financial lives. We enable them to focus on their families, their business and their passions. Acting as a Personal CFO, Blair works collaboratively with accountants and lawyers to co-ordinate the legal, tax, insurance and investment areas, and create a customized wealth plan for clients to ensure they achieve their financial goals.
...See MoreWork Experience
Partner
Investment Management
Blair Guilfoyle's Professional Milestones
- Partner (2018-01-01~): Secured business partnerships, expanding business opportunities and building strong client relationships.
- Partner (2007-01-01~): Driving successful partnerships and fostering strong business partnerships to achieve revenue growth.
Education
Skill
Wealth Management
Financial Advisory
Investments
Insurance
Life Insurance
Disability Insurance
Retirement Planning
Portfolio Management
Critical Illness
Group Benefits
Estate Planning
Employee Benefits
Executive Benefit Strategies
Key Person Insurance
Succession Planning
Certification
Colleagues
Stephan Smith, CFA, MBA
chief investment officer at chronicle wealth
Laura Headon
Chief Financial Officer | Chief Operating Officer
Cheryl Guilfoyle
operations manager at chronicle wealth
Esha Jiwanmall, CFA, MSc
Associate Portfolio Manager
Alexander D'Amario
associate in wealth management and financial planning with chronicle wealth
Other Named Blair Guilfoyle
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Blair Guilfoyle works for Chronicle Wealth
Blair Guilfoyle's role in Chronicle Wealth is Partner
Blair Guilfoyle works in the industry of Investment Management
Blair Guilfoyle's colleagues are Stephan Smith, CFA, MBA,Laura Headon,Cheryl Guilfoyle
Blair Guilfoyle's latest job experience is Partner at Chronicle Wealth
Blair Guilfoyle's latest education in Queen's University
