About Cornerstone Fiduciary Wealth
Cornerstone Fiduciary Wealth is a company based in Calgary (Canada) founded in 2003 by Mike Gilchrist and Gary Cooper was acquired by Harbourfront Wealth Management in June 2024. It operates as a Professional Services. Cornerstone Fiduciary Wealth offers products and services including Investment Management, Wealth Management, Insurance, and Business Planning. Cornerstone Fiduciary Wealth operates in a competitive market with competitors including Investec, S&P Global, Bank of America, FIS and State Street, among others.
- Headquarter Calgary, Canada
- Founders Mike Gilchrist, Gary Cooper
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Harbourfront Wealth Counsel Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
Employee Count
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Acquired by
Harbourfront Wealth Management
(Jun 13, 2024)
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Products & Services of Cornerstone Fiduciary Wealth
Cornerstone Fiduciary Wealth offers a comprehensive portfolio of products and services, including Investment Management, Wealth Management, Insurance, and Business Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Investment strategies are managed for diversified, goal-driven portfolios.
Comprehensive wealth solutions are provided for financial planning needs.
Insurance solutions are offered to protect client financial assets.
Business planning services are delivered for strategic financial growth.
Funding Insights of Cornerstone Fiduciary Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Cornerstone Fiduciary Wealth
Cornerstone Fiduciary Wealth has secured backing from 1 investor. Prominent investors backing the company include Harbourfront Wealth Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management services are provided to clients in Canada.
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Cornerstone Fiduciary Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Cornerstone Fiduciary Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cornerstone Fiduciary Wealth Comparisons
Competitors of Cornerstone Fiduciary Wealth
Cornerstone Fiduciary Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, S&P Global, Bank of America, FIS and State Street, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Global banking, investment, and wealth management services are offered worldwide.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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Financial services are provided to asset managers worldwide.
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Comprehensive banking and financial services are provided globally.
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Cornerstone Fiduciary Wealth
Frequently Asked Questions about Cornerstone Fiduciary Wealth
When was Cornerstone Fiduciary Wealth founded?
Cornerstone Fiduciary Wealth was founded in 2003.
Where is Cornerstone Fiduciary Wealth located?
Cornerstone Fiduciary Wealth is headquartered in Calgary, Canada. It is registered at Calgary, Alberta, Canada.
What does Cornerstone Fiduciary Wealth do?
Cornerstone Fiduciary Wealth is engaged in delivering comprehensive wealth management and investment strategies for clients across Canada. Services are provided in sectors such as investment management, insurance, and business planning. Solutions are independently crafted to prioritize client interests, with a focus on managing risk through diversified portfolios and disciplined processes. Cost minimization is emphasized to support financial goals, while the concept of financial freedom is promoted to align with clients personal aspirations.
Who are the top competitors of Cornerstone Fiduciary Wealth?
Cornerstone Fiduciary Wealth's top competitors include Investec, S&P Global and Bank of America.
What products or services does Cornerstone Fiduciary Wealth offer?
Cornerstone Fiduciary Wealth offers Investment Management, Wealth Management, Insurance, and Business Planning.
Who are Cornerstone Fiduciary Wealth's investors?
Cornerstone Fiduciary Wealth has 1 investor. Key investors include Harbourfront Wealth Management.