Family Office
Access Family Office Corp
Access Family Office Corp provides discretionary investment management for business owners, professionals, high-net-worth clients, and widows, integrating portfolio management with comprehensive financial planning including tax planning, retirement income, estate planning, and legacy goals. They work with families to c…
Headquarters
Mississauga, Ontario
Website
accessfo.comAsset classes & sectors
All SectorsDiversifiedFinancialsReal AssetsTechnologyTelecommunicationsUtilities
Decision-makers
Riley Phillipson
Chief Investment Officer
Janet Baccarani
Owner of Access Private Wealth
Doug Beck
Partner & Portfolio Manager
Jennifer Black
Partner & Portfolio Manager
Members only
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