Logan Wealth Management

What Logan Wealth Management does

Logan Wealth Management is an independent, privately held wealth management firm headquartered at 10 Alcorn Avenue, Suite 303, Toronto, Ontario. Founded in 2012, the firm operates with a small team of 1-10 employees and provides customized portfolio and wealth management services to high-net-worth families, business owners, small institutions, and younger entrepreneurs and professionals accumulating financial assets. The firm is registered in Ontario and licensed to serve clients in Alberta, British Columbia, Manitoba, Nova Scotia, and Quebec, giving it cross-country Canadian reach from its Toronto base.

The firm's service offering centers on personalized discretionary wealth management strategy implementation, supported by an experienced team whose members collectively bring over 100 years of capital markets experience. Named professionals include Timothy Logan (President & CIO), Julie Brough (EVP & Portfolio Manager, CFA/CFP), Sanjay Makkar (Portfolio Manager, CFA), Novlette Simpson (Chief Compliance Officer), and Derry Burns (Portfolio Administrator). The firm is a member of the Portfolio Management Association of Canada (PMAC) and affiliates with the Ombudsman for Banking Services and Investments (OBSI). Technology infrastructure is limited to a Squarespace-hosted public website, a newsletter sign-up flow, and a third-party secure client portal (Makoforms) used by existing shareholders to access accounts.

Revenue is generated through recurring advisory/management fees on assets under management, with pricing individually negotiated and not publicly disclosed. The go-to-market motion is sales-led and relationship-driven, supported by an educational content engine comprising blogs, monthly market charts, quarterly reports, and recurring webinars on topics such as equity investing, US estate planning for Canadians, senior living, and estate planning. No funding rounds, acquisitions, or external institutional ownership have been disclosed, and the firm operates as a founder/management-owned boutique advisory practice.

Name

Logan Wealth Management

Legal name

Logan Wealth Management Inc.

Website

https://loganwealth.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Logan Wealth Management is an independent Toronto-based wealth management firm providing customized portfolio and investment advisory services to high-net-worth families, business owners, small institutions, and younger professionals across six Canadian provinces.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

Keywords

• Wealth management services
• Portfolio management
• Investment advisory
• Financial planning
• Asset management

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Services: The firm provides customized wealth management strategy implementation for high-net-worth clients. Revenue is generated through advisory/management fees associated with portfolio management services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Logan Wealth Management is an independent wealth management firm that delivers customized wealth management strategies and personalized financial planning for high-net-worth families, business owners, small institutions, and younger entrepreneurs and professionals. Services include portfolio management, capital preservation planning, investment strategy implementation, and direct advisor communication, supported by a team with over 100 years of combined capital markets experience.

Product overview

Logan Wealth Management operates as an independent wealth management firm offering customized wealth management strategies. Their primary service is personalized financial planning and investment management, with over 100 years of combined capital markets experience among their team members. They serve high-net-worth families, business owners, small institutions, and younger entrepreneurs.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Independent wealth management offering customized financial planning and portfolio management for high-net-worth families, business owners, small institutions, and younger entrepreneurs and professionals accumulating assets. Includes personalized investment strategy implementation, capital protection, and direct advisor communication.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• PMAC (Portfolio Management Association of Canada)minorOthersPMAC is the professional association for Canada's investment management industry. Display of PMAC logo on the website indicates membership and adherence to industry standards for portfolio management firms in Canada.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Nicola Wealth Management: Canadian independent wealth management firm headquartered in Vancouver serving HNW families, business owners, and entrepreneurs with personalized portfolio management. Highly comparable independent boutique model with similar HNW and business-owner focus, though at much larger scale.
• Richardson Wealth: Canadian independent wealth management firm (formerly Gluskin Sheff) serving HNW families, entrepreneurs, and institutions. Comparable independent boutique serving similar client segments with customized portfolio management.
• PWL Capital: Independent Canadian portfolio manager with multiple offices offering fee-only wealth management to HNW families and individuals. Comparable as a fee-only independent advisor emphasizing customized portfolios and direct advisor relationships.
• TriDelta Investment Counsel: Canadian independent investment counsel firm providing discretionary portfolio management for HNW families, foundations, and corporations. Closely comparable independent boutique model serving similar client types.
• Leith Wheeler Investment Counsel: Vancouver-based independent Canadian investment counsel firm offering discretionary portfolio management to high-net-worth individuals, families, and institutions. Closely comparable independent boutique model focused on personalized portfolios for HNW clients.
• Q Wealth Partners: Canadian independent wealth management firm serving HNW families with fee-only, conflict-free advisory services. Comparable independent boutique model with similar HNW-family positioning and customized wealth management focus.

Broad incumbents

• RBC Wealth Management: Wealth management division of RBC serving HNW and ultra-HNW clients in Canada and globally. Largest bank-affiliated competitor for HNW relationships, with materially broader capabilities and geographic reach.
• TD Wealth: Wealth management arm of TD Bank serving HNW and ultra-HNW clients across Canada. Competes for the same HNW segment as Logan but with bank-affiliated infrastructure, scale, and cross-sell advantages.
• BMO Private Wealth: Bank-affiliated private wealth division of BMO serving HNW and ultra-HNW clients across Canada. Competitor for HNW market share, but at vastly larger scale with proprietary research, cross-sell, and broader service capabilities.

Emerging players

• Wealthsimple: Canadian digital wealth management platform moving up-market into HNW tiers with low-fee hybrid advisory. Emerging threat particularly for the firm's younger-professional segment, with a tech-first, lower-cost model that pressures traditional advisory fees.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/logan-wealth-management

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Logan Wealth Management