Backing Your Future with Our Own Investments

We’re an independent, partner-owned private wealth manager and trusted fiduciary, investing our wealth in the exact same investments as you. As a CIPF member based in Toronto, we’re committed to long-term growth, protection, and exclusive tail hedging strategies.

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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.

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We are held to a higher legal standard than the majority of the industry.

We are a legal fiduciary. 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.

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Winning Track Record.

We have a 22-year audited track record that is GIPS-compliant and meets the highest standard of performance verification.

Indepedent, Aligned and Personally Invested.

We invest 100% of our wealth alongside yours to assure you that we’re handling your money like our own.

We are Quality Investors.

We combine quality value and quality growth investing, focusing on high-quality businesses at a fair price.

Take Control of Your Wealth with a Trusted Partner

We Fight For The Privilege of Managing Your Wealth. Our dedicated team of private wealth management experts invest in high-quality equity securities and bonds to help you achieve financial stability and long-term capital growth.

At Avenue, you have a direct line to your personal wealth management advisor.

All our senior wealth management experts hold CIM® or CFA® designations.

Simple flat-fee pricing structure. We’re not concerned with selling you products you don’t need.

We invest our wealth alongside you in the same investments.

The Avenue Team

We left the big firms to put clients first. Our team of fiduciary advisors provides transparent, accountable, and strategic investment management, always acting in your best interest.

Bill Harris, CFA®

President
Portfolio Manager

Matt Manara, CIM®

Executive Vice President
Portfolio Manager

Bryden Teich, CFA®

Chief Investment Officer
Portfolio Manager

Paul Gardner, CFA®

Chief Operating/Compliance Officer
Portfolio Manager

Paul Ferrara, CIM®

Senior Wealth Counsellor

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What is the fiduciary duty that investment managers have?

A select number of investment managers and advisers (not advisors) in Canada are bound by what is called a “fiduciary duty.” A fiduciary duty is a legal obligation that compels investment managers or advisers to act in the best interests of their clients. This duty includes several key responsibilities: the duty of loyalty, requiring managers to prioritize their clients’ interests over their own and disclose any conflicts of interest; the duty of care, mandating the use of diligence, care, and skill in managing investments; and the duty to act in good faith, ensuring honesty and full disclosure in all dealings with clients.

Additionally, investment managers must act within the authority given by their clients, to provide full and fair disclosure of all relevant information, including fees and risks, and find the best possible execution of transactions. These principles are enforced by regulatory bodies such as the Canadian Securities Administrators (CSA), the Investment Industry Regulatory Organization of Canada (IIROC), and the Mutual Fund Dealers Association of Canada (MFDA), ensuring investment managers uphold the highest standards of integrity and professionalism in their service to clients.

Why use a fiduciary?

When you choose an investment manager who is a fiduciary, you are entrusting your assets to a professional who is legally obligated to act in your best interests. Fiduciaries are held to a higher standard of care, which means they must prioritize your financial well-being above all else. They are legally bound to make recommendations and investment decisions that are most advantageous for you.

This commitment not only fosters trust and confidence in the advisor-client relationship but also aims to deliver more closely aligned recommendations with your financial goals. While no investment strategy guarantees success, the fiduciary’s obligation to prioritize your interests can lead to more informed decisions and potentially better financial outcomes, making them a preferred choice for those seeking advice that matches their long-term objectives.

Are there any restrictions on my account or investments?

We believe it’s always your money, and you can get it when you need it. We do require 5 days written notice, but there are no fees associated with withdrawals.

Will you work with my existing accountant and lawyer?

Absolutely. We are happy to work collaboratively with your accountant and lawyer and serve as an independent sounding board.

What is the minimum investment needed to open an account with Avenue?

Avenue has a household minimum of $750,000. Some exceptions apply.

Have More Questions?

Your Wealth. Your Future. The Right Partner.

Avenue Investment Management is committed to growing and protecting your wealth with a disciplined, transparent approach. If you’re looking for a trusted partner who invests alongside you, we’re ready to help. Let’s start the conversation today.

47 Colborne Street, Suite 300
Toronto, Ontario M5E 1P8

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