The Waterfront Group

A Wealth of Conveniences

Dan Wynnyk, Vice-President


We protect and grow wealth for affluent Canadians. Our young and energetic team is nationally ranked as one of the largest and fastest growing within CIBC Wood Gundy. The Waterfront Group was established in 2000 and is lead by Dan Wynnyk, a top-performing advisor with CIBC Private Wealth. Our team of seven includes an analyst, a wealth advisor, a financial planner and an estate strategist with over 60 years of combined experience. Given the sheer breadth of our client base and assets under administration, we retain a network of lawyers, accountants, consultants and other advisors that round out our team.

Our clients have grown weary of the “cookie cutter” approach to asset management and truly prefer our customized, full service solution to meet their financial goals. Our team minimum is $1M in investable assets for private clients and $5M of investable assets for institutional clients.


Process

A Unique Process Designed to Grow & Protect Wealth


Institutional Clients

Our institutional clients include public and private foundations, endowments and pension funds. In many cases we serve as an outsourced chief investment officer for our clients, allowing them time to focus on their operational mandates. The Waterfront Group will develop and maintain an Investment Policy Statement that outlines the goals and objectives our clients wish to achieve.

We will provide continuing education presentations for your board of directors and perform quarterly reviews of investments, IPS and disbursement quotas. We will also fulfill individual mandates such as constructing alternative investment portfolios specifically designed to provide predictable returns with low volatility and correlation to traditional asset classes.

We ensure strict due diligence, prudent, and informed fiscal judgment is applied. Skilled management of foundational finances is crucial to maintain the stability of the funding organizations that serve and enrich our community.

 Institutional Client Brochure

Private Client Group

Wealth is more than just investments. It includes all assets such as a family business, vacation home, real estate, charitable funds and more. Our family office approach ensures that all advisors work together in a coordinated manner towards an integrated wealth strategy for the client that we believe will best mitigate risk and create greater possibilities.

Our Philosophy has been shaped by some of the most successful pension and endowment funds in the world. Our models emulate this approach by using both traditional and non-traditional investments. Our conservative approach has helped clients achieve stable and consistent returns.

The Waterfront Group has become well-known for their objectivity and unbiased advice and has earned a reputation of distinction in wealth management. Our trust is earned through transparency, accountability and results. We are tireless in our pursuit to become better and more knowledgeable for you.

 Private Client Brochure


Contact Us

How to Get in Touch With Our Team

3115 Harvestor Road, Suite 100, Burlington, Ontario, L7N 3N8, Canada
905 631-2585 · 905 333-5995
thewaterfrontgroup.ca


If you have been referred to us by a family member, friend, or your family office, please contact us directly to set up a confidential meeting.

Our primary focus is to offer a highly communicative and professional service to our current clients and, therefore, we limit the number of new relationships we take per year, and generally only through trusted introductions/referrals. We do make exceptions and offer our Family office services to select investors and families who are a good fit. Please contact Dan Wynnyk for more information.

If you do not currently meet our minimum investable asset level of $1M+, we still encourage you to reach out as we have trusted and expert wealth management partners at CIBC Wood Gundy who we can introduce you to.