Terms like “mutual fund company,” “investment firm” and “wealth manager” are used interchangeably to describe our business. But they don’t tell you much. We look at it like this: Our job is to take your hard-earned money and use our expertise to invest it in a collection of businesses that we think will succeed over a reasonable amount of time. Investing is our passion. As is helping investors like you reach their long-term financial goals.
You can access our four portfolios through your financial advisor. We believe in the value of professional financial advice and that having a good advisor to help you make decisions about your investments can be the difference between going off the rails and realizing your dreams.
Although that’s us in a nutshell, we hope you’ll continue to explore who we are, why we started EdgePoint and how we want to make a difference in your financial life.
EdgePoint Wealth partners with financial advisors across the country to distribute its mutual funds, which are designed with the goal of building long-term wealth for investors.
EdgePoint Investment Group Inc. provides portfolio advisory services to EdgePoint Wealth and Cymbria Corporation.
EdgePoint Investment Group is registered as Portfolio Manager for EdgePoint Wealth Management and Cymbria in Ontario, Quebec, British Columbia and Alberta. It is also registered as Exempt Market Dealer for Cymbria in Ontario, Quebec, British Columbia and Alberta and Investment Fund Manager for Cymbria in Ontario, Quebec, Newfoundland and Labrador.
EdgePoint Wealth Management is registered as Investment Fund Manager in Ontario, Quebec, Newfoundland and Labrador.