We are an independent private wealth manager, trusted fiduciary, and partner-owned firm 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 investment track records that adheres to Global Investment Performance Standards (GIPS). Our track record meets the highest standard of performance reporting.
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: Today’s Valuation Paradox
In Avenue’s equity portfolio, Enbridge is a great example of an investment which demonstrates the current valuation paradox.
A Case Study On: Avenue’s Bond Portfolio Holdings
In a rising interest rate environment there are times like the last nine months when it seems like nothing is happening. We have had a few questions from clients about why we own bonds at all. We believe it is helpful to lay out Avenue’s bond portfolio, so you can see all the individual bonds and you can better understand the return profile of the entire portfolio.
A Case Study On: What Canada Trades
It seems many Canadians are in denial of what we actually do as a county to create wealth. A majority of the Canadian population have voted for federal politicians to extract us from the carbon economy. This may sound like a good idea except we don’t really have a substitute non-carbon economy ready to replace it, just yet.
Latest Podcasts
The Federal Reserve & Real Yields
In Episode 9, Bryden Teich and Matt Manara discuss news from the recent Federal Reserve meeting and the concept of yield curve control. They highlight previous examples of yield curve control and the impact it had on real interest rates and asset prices.
What’s Driving the Stock Market?
Bryden Teich and Bill Harris discuss the partial recovery in the stock market during May and what has been driving the recent moves. They also discuss why the stock market and the underlying economy have diverged and highlight some of the fiscal and monetary policy responses that are causing this divergence.
They also discuss the debate between Value vs. Growth investing in light of the current market environment.
Assessing the Bond Market
In Episode 7, Paul Gardner and Bryden Teich give an updated assessment of fixed income markets in April 2020. They talk about the impact that bond ETF’s had during the selloff in March and highlight a few areas where they are finding value in the corporate bond market.
All Insights
“Being Right For The Wrong Reason” | Avenue Insights
In this episode, Bill Harris and Paul Gardner discuss how the views of Avenue have aged since...
How Heavily Can Tariffs Affect the Stock Market?
Tariffs can significantly impact stock market performance, often creating ripple effects...
Tax Benefits: Charitable Donations Of Securities
Tax Benefits: Charitable Donations Of Securities At Avenue Investment Management, we understand...