Our Clients

Our Clients

At Avenue, we are committed to working closely with our clients to achieve their financial goals. We believe in taking a holistic approach to client service by offering comprehensive services that extend beyond investment management, including financial planning and tax and estate planning. Our goal is to cater to the unique needs and circumstances of every client, serving as a trusted Adviser throughout their investment journey.

We are structured to put our clients first.

Your account is segregated.

Your accounts will own individual securities held in your name. However, for smaller accounts like a TFSA, we have a more efficient pooled fund which replicates Avenue’s Core Equity Portfolio.

Your account is secure.

Your account is held in your name at the National Bank Independent Network. All investment accounts are covered by the Canadian Investor Protection Fund in the amount of $1,000,000.

Independent thinking starts with independent ownership.

Our portfolio managers are CFA and CIM® charterholders with a legal fiduciary duty to represent our clients’ best interest. We are independent Investment Counsellor Portfolio Managers registered in Ontario, Alberta, British Columbia, Saskatchewan and Quebec with oversight by the Securities Commissions in these provinces.

Our performance is independently verified.

We claim compliance with the Global Investment Performance Standards (GIPS®). Independent verifiers examine performance results every quarter and annually in accordance with GIPS®. Our performance is comparable on an apples-to-apples basis to all major worldwide money managers who subscribe to this process.*

*GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive a list of composite descriptions and/or a presentation that complies with the GIPS® standards, please contact us.

We are an independent sounding board
for all areas of your wealth.

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Financial Planning

We provide comprehensive in-house financial planning to ensure clients have a roadmap to be successful and maximize tax efficiency. This is helpful as clients transition through different life stages.

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Tax & Estate Planning

Our clients benefit from a panel of trusted external partners that specialize in complex tax and estate planning. We are readily available to serve as an independent sounding board and participate whenever necessary.