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 In The News
BNN: Bill Harris’ Market Outlook for February 2024
https://www.bnnbloomberg.ca/video/rates-probably-don-t-have-to-come-down-anytime-soon-harris~2876217...
BNN: Bryden Teich discusses how equity markets are expected to climb with non-recessionary rate cuts
https://www.bnnbloomberg.ca/video/equity-markets-should-be-able-to-push-higher-if-we-get-non-recessi...
Paul Gardner on Market Call – November 9, 2023
https://www.bnnbloomberg.ca/market-call/full-episode-market-call-for-thursday-november-9-2023~280018...
Latest Case Studies
A Case Study in Quality Stock Picking vs Momentum
There are many strategies for investing in financial markets but at the core most revolve around two basic principles. The first group we can generally describe as “do what everyone else is doing”, which is called momentum investing. The second, which we believe to be a more thoughtful approach, is to constantly seek out businesses where value is not being recognized by the stock market. This is broadly referred to as stock picking.
A Case Study on Doing Monetary-Fiscal Donuts
Most of the headline news has focused on central banks raising short term interest rates to combat inflation. Higher interest rates will restrict businesses and consumers alike and we will experience a recession.
Q1 2023 Letter & Case Study
At Avenue, we are staying calm and analytical and working hard to make sure we can stay invested while avoiding areas where profit margins might be under pressure. As the economic landscape shifts, there are many new opportunities as other investors pull back.
Latest Podcasts
Third Quarter Market Update
In this episode Bryden Teich and Bill Harris discuss the equity market so far in 2023....
First Quarter 2023 Bond Market Discussion
In this quarter's podcast Matt Manara and Paul Gardner have a discussion on recent events...
Markets at the end of 2022
In this episode Bill Harris and Bryden Teich discuss the state of the market heading...
All Insights
Do You Need a Wealth Manager?
You might need a wealth manager if you want to achieve long-term financial stability through...
Trade War Redux – 2025 First Quarter Update
In this episode Bill Harris and Bryden Teich discuss the Avenue 2024 Year End Letter and the...
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...