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
Latest Case Studies
A Case Study on There is No Quick Fix
2022 Q3 Case Study – Website The economic and financial era of lower inflation and lower interest...
A Case Study on Commodity Demand
The words ‘this time is different’ are often referred to as the four most fatal words in investing. What seems new and fresh may lead many to conclude that different rules should apply.
Extraordinary Popular Delusions and the Madness of Crowds
The historical example of a mania that is often sited is the Dutch tulip bulb frenzy of the 1630s. The tulip craze became popularized as a cautionary tale for investors in the 1841 book by Charles Mackay called Extraordinary Popular Delusions and the Madness of Crowds. Excessively easy monetary policy accompanied by a strong economy led to one of the oddest, speculative, price increases ever.
Latest Podcasts
Second Quarter 2022 Update
In episode 19, Bill Harris and Bryden Teich discuss the state of the market so far...
Why are bonds still important?
In our last podcast of 2021, Paul Gardner and Matt Manara give a recap of the year in the bond market and discuss why despite low interest rates bonds can still be an important investment for investors.
Outlook for the Fourth Quarter
In this quarter’s podcast, Bill Harris and Matt Manara discuss the investment outlook for Q4.
All Insights
What is a Managed Investment Trust (MIT)?
A managed investment trust (MIT) is a type of investment vehicle where investors pool their...
What is a Guaranteed Investment Fund?
A guaranteed investment fund is an investment product that combines elements of mutual funds with...
How Do High Net Worth Individuals Invest?
High net worth individuals approach investing differently than the average investor. Rather than...