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gptkbp:instance_of
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gptkb:financial_services
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gptkbp:acquisition
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by CI Financial in 2021
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|
gptkbp:assets
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approximately $8 billion
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gptkbp:awards
|
Best Wealth Manager (multiple years)
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gptkbp:ceo
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gptkb:Jeffrey_A._Gluskin
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gptkbp:client
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high-net-worth individuals
investment advisory
retirement planning
tax planning
estate planning
institutions
personalized financial planning
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gptkbp:client_base
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over 1,000 clients
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|
gptkbp:community_involvement
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volunteer work
sponsorships
charitable donations
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gptkbp:focus_area
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gptkb:public_company
real estate investments
hedge funds
alternative investments
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gptkbp:founded
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gptkb:1984
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gptkbp:founder
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gptkb:David_Sheff
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gptkbp:headquarters
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gptkb:Toronto,_Canada
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|
https://www.w3.org/2000/01/rdf-schema#label
|
Gluskin Sheff + Associates
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gptkbp:industry
|
finance
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gptkbp:investment
|
value investing
growth investing
income investing
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|
gptkbp:investment_strategy
|
risk management
long-term capital appreciation
diversification
|
|
gptkbp:location
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gptkb:Ontario
|
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gptkbp:number_of_employees
|
over 100
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|
gptkbp:parent_company
|
gptkb:Gluskin_Sheff_+_Associates_Inc.
|
|
gptkbp:partnerships
|
various financial institutions
|
|
gptkbp:philosophy
|
transparency
client-centric approach
integrity
fiduciary responsibility
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gptkbp:regulatory_body
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gptkb:Ontario_Securities_Commission
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gptkbp:revenue
|
$100 million (approx.)
|
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gptkbp:services_provided
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gptkb:Wealth_Management
investment management
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gptkbp:type_of_firm
|
independent firm
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gptkbp:website
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www.gluskinsheff.com
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gptkbp:bfsParent
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gptkb:David_Rosenberg
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gptkbp:bfsLayer
|
5
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