Meet the Yorkville team and see what we can do for you.
Yorkville Asset Management Inc. ("Yorkville") provides boutique investment advisory, insurance, estate and trust planning, and discretionary portfolio management services. Our clients range from professionals to foundations and institutions, to high net worth families. We believe that every one of our clients is distinct, and we will work with each client to come up with a customized comprehensive financial plan. We emphasize managing risk and growing wealth by investing in domestic and international companies that meet our Quality, Valuation, and Risk (QVR) standards.
Yorkville Asset Management Inc. ("Yorkville") provides boutique investment advisory, insurance, estate and trust planning, and discretionary portfolio management services. Our clients range from professionals to foundations and institutions, to high net worth families. We believe that every one of our clients is distinct, and we will work with each client to come up with a customized comprehensive financial plan. We emphasize managing risk and growing wealth by investing in domestic and international companies that meet our Quality, Valuation, and Risk (QVR) standards.
We look for the very best to add to the Yorkville Team – those who will grow with us over the long term, are driven to excel, thrive in a team environment and can do what it takes to get the job done.
Suite 1240 - 100 Wellington Street West
Toronto, ON, M5K 1A1
Suite 1240 - 100 Wellington Street West
Toronto, ON, M5K 1B7
Suite 1500
Vancouver
V6C 3E8
For all mutual fund "account-level" inquiry calls (i.e. transfers, account inquiries, etc.) and processing, please contact:
RBC Investor Services Transaction Processing
Tel: 1-888-223-5511
Fax: 1-866-716-2977
Email: cusconc@rbc.com
Mailing Address:
RBC Investor Services
Attn: Shareholder Services
155 Wellington Street West, 3rd Floor
Toronto, ON M5V 3L3
Yorkville’s investment process takes a top-down, macroeconomic driven approach that is supplemented by bottom-up research to locate the best investment opportunities for allocating our clients’ valuable capital.
Yorkville understands the dedication, hard work and emotions involved in building and saving wealth, whether for yourself individually, through a corporation, or a foundation. Through this understanding, we have been able to develop and successfully use risk management strategies to help our clients’ financial health. Yorkville is also well aware that lifestyle goals are equally important to maintaining comfort and focus for all our valued clients. With this, our organization is centered around the client experience through personalized service, education, networking, and our commitment to deliver exceptional customer service.
Our investment process is designed with a focus on preserving capital and delivering a consistent positive rate of return. The two proprietary tools developed at Yorkville, the Market Health Compass and the Quality, Valuation, and Risk (QVR) screening process, were specifically designed to manage the risk of the portfolio at the construction level and on a go-forward basis. These tools coupled with our core-satellite and risk management investment strategies are what help to add value to our clients’ portfolios.
Additional Info
- Custom Post Title Link http://yorkvilleasset.com/index.php/en/about-yorkville
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Additional Info
- Credentials CPA, CA
- Telephone 647.776.7481
- Email rdesando@yorkvilleasset.com
- Title Deputy CEO - Alternative Investments
Additional Info
- Credentials CGA CFA
- Telephone 647.776.7484
- Email hamad@yorkvilleasset.com
- Title President & CEO
A Philanthropic Commitment
As part of our philanthropic commitment to organizations that mirror our philosophy and values, Yorkville Asset Management proudly acted as lead sponsor of the Harvey’s Back Gala, November 22nd, 2011 helping to raise over $315,000...
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