Founded in 2010, Yorkville Asset Management began operations by way of a joint venture between Hussein Amad and Hailus Financial Group Ltd. (formerly Heritage Financial Group Ltd.). The premise in establishing Yorkville was to have an unbiased commitment to our clients’ success with a strong commitment to risk management. Offering private wealth solutions to clients with accounts of $1 million or more, Yorkville now has approximately $3 billion in assets under management and administration in assets across a diversified range of securities, products, and asset classes.
We are a focused independent investment management firm, providing clients intimate access to our portfolio management team. Our portfolio management team is accompanied by our leading customer service and sales group, committed to ensuring that our clients receive the dependable, clear, and significant counsel they need to make informed investment decisions.
Yorkville has expanded from its Toronto head office to offices in Ottawa and London, in addition to a significant presence in Calgary and Vancouver.
Company Details
- Employees
- 25
- Founded
- -
- Address
- 100 Wellington St W, Toronto,ontario M5j 2r2,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- yorkvilleasset.com
- Keywords
- Discretionary Portfolio Management, Risk Management, Estate & Trust Planning, Structured Products, Insurance, Finance, Portfolio Management, Private Equity.
- HQ
- Toronto, Ontario
- Competitors
- Focus Wealth Management, Cumberland Private Wealth Management Inc., EdgePoint Wealth Management, PICTON Investments, Burgundy Asset Management Ltd., Newport Private Wealth, Baskin Wealth Management, Bridgeport Asset Management Inc., Polar Asset Management Partners Inc., Marquest Asset Management Inc..
Yorkville Asset Management Questions
Yorkville Asset Management's website is yorkvilleasset.com
Yorkville Asset Management's LinkedIn profile is https://ca.linkedin.com/company/yorkville-asset-management
Yorkville Asset Management has
25 employees.
View email and phone details for 25
employees at Yorkville Asset Management.
Yorkville Asset Management's industry is
Investment Management
Yorkville Asset Management's top competitors are
Focus Wealth Management,
Cumberland Private Wealth Management Inc.,
Edgepoint Wealth Management,
Picton Investments,
Burgundy Asset Management Ltd.,
Newport Private Wealth,
Baskin Wealth Management,
Bridgeport Asset Management Inc.,
Polar Asset Management Partners Inc.,
Marquest Asset Management Inc..
Yorkville Asset Management's categories are Investment Management
Yorkville Asset Management's founding year is 2010
