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Providing comprehensive wealth management services
for high-net-worth individual and 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 is comprised of top wealth management professionals including Lance McDonald and Ludmila Paciora who have a strong proficiency and passion for delivering an exceptional client experience. Our team also 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.
The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts, and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax, or investment advice for which it can be sought independently aside from herein. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact me for individual financial advice based on your personal circumstances. All insurance products and services are offered by life insurance licensed advisors of Wellington-Altus Insurance Inc. or other insurance companies separate from WAPW. WAPW is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). Wellington-Altus Insurance (WAII) is not a member of CIPF or IIROC however is an insurance company licensed under applicable provincial insurance legislation. WAPW is not licensed to provide any insurance services or advice, does not provide any such services or advice, and has no beneficial interest in WAII or its insurance business. Both WAII and WAPW operate as two separate entities. While you are not under any obligation to purchase insurance products, if you choose to do so, then these are provided by WAII and not WAPW, which would include all related full disclosures including and/or any conflicts of interest. WAPW is not licensed to provide tax services or advice, does not provide any such services or advice, and has no beneficial interest in the tax services business.
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