We are an independent private wealth manager, trusted fiduciary, and partner-owned firm based in Toronto.

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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.

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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 investment track records that adheres to Global Investment Performance Standards (GIPS). Our track record meets the highest standard of performance reporting.

Wealth Management

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.

Client Service

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.

 

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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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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.

Wealth Management Services

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.

    Financial Planning Services

    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.

    Tax & Estate Planning Services

    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's Family Office

      Avenue In The News

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      Latest Case Studies

      A Case Study: Why Avenue doesn’t advise Index investing

      A Case Study: Why Avenue doesn’t advise Index investing

      by | Apr 15, 2024 |

      Investing in the broad stock market index has been a simple and successful solution since its conception in the early 1970s. However, we believe that the negatives now outweigh the positives. Avenue’s portfolio of high-quality businesses should continue to perform well in the coming years even as the large stocks that make up the US S&P 500 Index face headwinds.

      A Case Study in Quality Stock Picking vs Momentum

      A Case Study in Quality Stock Picking vs Momentum

      by | Oct 16, 2023 |

      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.

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