EdgePoint Wealth Management Inc.

About EdgePoint Wealth Management Inc.

EdgePoint is a wealth management and investment firm focused on growing investors' wealth by thinking and acting like rational business owners. Their mission prioritizes investors' interests, aligns their investments with clients, and aims to foster long-term partnerships through accountability and a unique investment approach.

Products & Services

EdgePoint Canadian Portfolio:An investment portfolio focused on Canadian markets, with a value of $61.89 as of September 24, 2025, and a new minimum investment amount of $100,000.

EdgePoint Canadian Growth & Income Portfolio:A portfolio combining growth and income in Canadian markets, valued at $34.49 as of September 24, 2025.

10-year Partner Program:A program offering lower management fees for long-term partners invested for 10 or more years.

Specialties

Investment Management Wealth Growth Long-term Investment Strategies Co-investment with Clients

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Revaluation of Investment T: - FT: Revaluation of Investment	A: 339848978 MR: - FA: $339,848,978 FAN: 339848978	D: 2025-12-18 FD: 2025-12-18	1 investors
2	RT: Valuation Increase T: - FT: Valuation Increase	A: 23267064 MR: - FA: $23,267,064 FAN: 23267064	D: 2025-09-25 FD: 2025-09-25	1 investors
3	RT: Revaluation of Investment T: - FT: Revaluation of Investment	A: 40707576 MR: - FA: $40,707,576 FAN: 40707576	D: 2024-09-30 FD: 2024-09-30	1 investors
4	RT: Revaluation of Investment T: - FT: Revaluation of Investment	A: 254981520 MR: - FA: $254,981,520 FAN: 254981520	D: 2023-12-14 FD: 2023-12-14	1 investors

Revaluation of Investment Latest

2025-12-18

$339.8M

1 investor (Pro only)

Valuation Increase 2025-09-25

$23.3M

Revaluation of Investment 2024-09-30

$40.7M

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

A

Alex O'Hara

A

Andrew Pastor

C

Chinda Kham

C

Claire Thornhill

D

Derek Skomorowski

D

Drake Belanger-Polak

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