The Baumann Group continues to enjoy significant growth with a goal of becoming Canada’s leading group of financial advisers. We have enjoyed success through our exceptional client service and our commitment to providing honest, independent and unbiased advice.
David Baumann - Founder
An industry veteran with considerable investment and operational experience, David founded The Baumann Group to deliver capital, extensive industry expertise and a first-hand management experience to a new breed of entrepreneurial businesses. David has pursued this mission relentlessly and in doing so has made The Baumann Group a highly successful and respected Wealth Management firm throughout the industry.
David holds BA (Business Administration) from the Richard Ivey School of Business
Martin McCarthy - Partner
Martin is responsible for the financial reporting of The Baumann Group’s funds which include quarterly and annual reporting, tax preparation, along with the firm’s audits. Martin also manages our day-to-day operations and is responsible for our IT infrastructure. He aids our analysts in the financial analysis of potential investments, and is the key intermediary between The Baumann Group and its portfolios’ CFOs.
Martin Holds a BA in Economics-Accounting and Government from Claremont McKenna College and an MBA from Schulich School of Business (York University)
Keith Erickson - Partner
Keith specializes in, Internet, big data and software-related industries. He draws upon over 15 years of experience gained in technology-related industries sharing the knowledge he gained as a developer, strategic analyst and investor. Keith is a key member of our team who is constantly in search of the next generation of companies ready to excel in emerging market trends.
Keith holds a BA (Economics) from University of Western Ontario and an MBA from Kellogg Graduate School of Business
Barry Wildman - Partner
Barry has brought a wealth of experience and a passion with him to The Baumann Group team. He has deep knowledge of advanced materials and the cleantech industry. Prior to joining The Baumann Group, Barry worked in companies that were utilizing the latest printed electronics, nanotechnology and biotechnology. His roles varied from business strategies and development, product development, R&D, client technical support along with global launch strategies while acquiring invaluable start-up knowledge.
Barry holds a Bachelor of Science degree from the University of British Columbia and a BA in Economics from the University of Toronto
Cliff Walton - Partner
Cliff brings over 26 years of operating and investing experience to the firm. He focuses on portfolio development, giving strategic direction to The Baumann Group’s portfolio companies in their developmental stages and at crucial phases during their development. Cliff’s total commitment to innovation has given him an outstanding perspective over numerous of breakthrough technologies in the consumer, internet, mobile and cleantech industries. A number of his investments have led to valuable acquisitions or achieved IPO status.
Cliff holds a BA from Queen's University and an MBA from The Wharton School (University of Pennsylvania)
Most of our advisers have over 10 years experience in financial planning and wealth management with experience of operating in across Europe, Africa, the Middle East, Asia and the United States.