We are an independent private wealth manager, trusted fiduciary, partner-owned firm and CIPF member based in Toronto.
Welcome to Avenue Investment
We help clients achieve long-term financial stability.
At Avenue, we’re all about getting there together when it comes to our finances. Our mission is to help you compound your wealth by owning quality investments that generate returns over long periods of time. We buy high-quality investments at a reasonable price with a disciplined risk management process, complemented by a specialized tail hedging strategy. Above everything, we always put our clients first and hold ourselves to the highest level of accountability in the industry.
We are an independent firm led by true independent thought and research, which has allowed us to successfully navigate various market cycles for the past 20 years. We are not limited by a corporate agenda or incentivized to gather assets and sell products. Instead, the Avenue team is fully invested alongside our clients and treats every investor as an equal partner in our shared success.
Two core principles drive our decision-making process.
First, how do we achieve desirable long-term investment results with as little risk as possible? Second, what is best for our clients? In doing so, we have been able to provide superior value to our clients and build relationships based on trust, accountability, fairness and transparency.
We are a legal fiduciary.
We are held to a higher legal standard than the majority of the industry. This is not just through credentials but how the firm is registered. We are advising representatives, not dealing representatives or “sales people” disguised as money managers. We have a 20-year audited track record that is GIPS-verified and meets the highest standard of performance verification.
We are independent and aligned.
Avenue does not rely on third-party research, and all our investments must meet our rigorous criteria. We are not beheld to a corporate agenda or have internal conflicts of interest. We are also fully invested in the same portfolios as our clients.
We are quality investors.
Our investment approach is a blend of quality value and quality growth investing. We believe quality investing is the sweet spot that blends the best of the two, leaving the worst behind. That’s why we are focused on buying high-quality businesses at a fair price.
Investment Management & Financial Planning
At Avenue, our core investment strategy is an all-weather strategy that is designed to compound our client’s wealth over the long term. We believe that owning high-quality businesses are the best investments to own. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle.
Avenue’s Core Services
Wealth Management
For over two decades, successful individuals and families across Toronto have trusted Avenue Investment Management to protect and grow their wealth.
Financial Planning
Avenue builds detailed financial plans using advanced tools to align your goals with suitable strategies, while handling the heavy lifting so you can focus on defining your objectives.
Tax & Estate Planning
Avenue guides high-net-worth clients through tax and estate planning—wills, trusts, and powers of attorney—partnering with trusted specialists while staying actively involved to protect and transfer wealth according to your wishes.
Family Office
Avenue’s Family Office supports high-net-worth families with complex financial needs, offering independent, commission-free guidance beyond planning, investment, and tax and estate services.
Avenue In The News
BNN: Bill Harris’ Top Picks – Pembina Pipeline, Tourmaline Oil & Ausgold
Bill Harris, President & Portfolio Manager at Avenue Investment Management, shares his...
BNN: Market digesting tariff threats well despite uncertainties
Bryden Teich, CIO and portfolio manager at Avenue Investment Management, shares his analysis on...
BNN: Bryden Teich discusses the fiscal uncertainty in the U.S. as President Trump assumes his return to the White House
https://www.bnnbloomberg.ca/video/shows/the-street/2025/01/29/looming-political-football-creating-un...
Latest Case Studies
Case Study: Being Right for the Wrong Reason
In this quarter’s case study, we will discuss the return of investor interest to Canada. As well,...
A Case Study on Tariffs and What We Can Do About Them
Tariffs are the immediate problem, but the lasting impact may come from uncertainty...
A Case Study on why investors should look at Canada now
It is 24 years since the dramatic rise and collapse of technology stocks in the year 2000. While many of today’s circumstances are arguably different, the overarching risk remains the same.
Latest Podcasts
“Being Right For The Wrong Reason” | Avenue Insights
In this episode, Bill Harris and Paul Gardner discuss how the views of Avenue have aged since...
EP 30 | Q2 2025 Quarterly Letter | Avenue Insights
In this episode Bill Harris and Bryden Teich discuss the Avenue Q2 Quarterly Letter,...
ep 29 | Second Quarter Market Update
In this quarter's update Bill Harris and Paul Gardner discuss how to build resilient portfolios...
All Insights
“Being Right For The Wrong Reason” | Avenue Insights
In this episode, Bill Harris and Paul Gardner discuss how the views of Avenue have aged since...
How Heavily Can Tariffs Affect the Stock Market?
Tariffs can significantly impact stock market performance, often creating ripple effects...
Tax Benefits: Charitable Donations Of Securities
Tax Benefits: Charitable Donations Of Securities At Avenue Investment Management, we understand...