Providing comprehensive wealth management services for business, healthcare and entertainment professionals and their families.
The Waterfront Group’s unique process and approach to wealth management has been thoughtfully designed with one primary focus in mind – to protect and grow wealth for affluent Canadians.
Established in 2000, the team led by Dan Wynnyk and Lance McDonald is comprised of top wealth management professionals who have a strong proficiency and passion for delivering an exceptional client experience. Our team includes a market analyst, wealth advisor, financial planner, and a tax and estate strategist. Given the breadth and unique attributes of our client base, we also retain a network of proven lawyers, tax advisors, consultants, and other industry specialists who bring their subject matter expertise to our clients.
The Waterfront Group is a key partner with one of Canada’s fastest-growing premier independent wealth management firms, Wellington-Altus Private Wealth. The 2020 “Investment Executive Broker Report Card” ranked Wellington-Altus as the #1 firm in Canada. The Waterfront Group serves the top 1% of wealthy Canadians and is proud of its high client retention rate.
Members of The Waterfront Group are regularly interviewed on network television and contribute frequently to various media publications. Our team has been recognized by “Wealth Professional” magazine as a leader in alternative investment strategies.
For most successful individuals, effectively managing your financial affairs both now and for the future is a time-consuming and complex endeavour. The trusted and knowledgeable team at The Waterfront Group is committed to delivering a high-touch, comprehensive approach to help clarify your financial goals and creating a customized plan to get you there. Our approach is designed to be:
We leverage our professional expertise and work as a coordinated team to address every element of your financial picture proactively and efficiently. By consolidating your wealth planning services with The Waterfront Group, we can provide superior value, creating integrated strategies to maximize opportunities and safeguard your family’s financial future.
We recognize that everyone’s wealth journey is unique, and that no single solution will suit every investor. We take the time to understand the important details of your life, tailoring your plan on a personal level to ensure optimal outcomes and bring you closer to achieving your vision.
We represent you, not any specific product or entity. Our independence allows us to be completely impartial, recommending solutions and plans that are best suited to your individual situation, free from arbitrary targets or influence.