Yorkville Asset Management

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Yorkville provides an array of boutique services that are centered around investments and estate and trust planning.

Toronto Rehab Foundation is proud to partner with Yorkville Asset Management Inc., evening sponsor of the Harvey’s Back Gala. Yorkville is a client-focused investment firm that offers portfolio and wealth management, financial planning and related advisory services to institutional and accredited investors. They are committed to philanthropic contributions to organizations that are important to them, and that mirror their philosophy and values, like Toronto Rehab.  

Their team of experts tailors investment solutions to meet immediate and long-term financial client needs. They offer access to a full complement of traditional and non-traditional asset classes, through segregated portfolios and mutual funds. By combining best-in-class analytics with insight and ongoing communication with clients, Yorkville’s investment professionals have the experience to provide effective solutions to meet the complex needs of sophisticated investors. 

They are an investment firm that sees every client as unique, echoing Toronto Rehab’s individualized treatment plans for each patient we see. Yorkville believes in discovery through analysis, like Toronto Rehab focuses on discovery. By treating clients as partners in the investment management process Yorkville mirrors how Toronto Rehab collaborates with patients and families to maximize the health care experience.

“We support Toronto Rehab because of their innovative work in stroke rehabilitation. Harvey Strosberg’s incredible recovery is a wonderful example of the vital services Toronto Rehab provides. Harvey overcame incredible challenges through personal determination, but it simply could not have been possible without the exceptionally compassionate and dedicated care he received at Toronto Rehab. The Harvey’s Back Gala was a wonderful celebration of rehabilitation and hope. We were very pleased to partner with the Foundation to help add years to the lives of countless patients.”
– Hussein K. Amad, President and CEO.

Toronto Rehab Foundation is immensely grateful to Yorkville Asset Management for their leadership and support of our successful Harvey’s Back Gala.

Yorkville Asset Management celebrated the launch of Heritage Yorkville Mutual Fund Corporation September 20th with an event at Copper Creek Golf and Country Club.  This golf event recognized the many contributions from the advisor community who offered insight and suggestions into the design of the mutual fund earlier in 2011.  With the valuable contribution of these industry leading advisors, Yorkville has been successful in integrating features and benefits that will appeal to broad range of retail investors.  In addition, the golf event recognized the efforts of several major partners in creating the mutual fund including operational support providers, law firms, and major banks.  This years event was graciously sponsored by National Bank, RBC Dexia, Bank of America Merrill Lunch, BLG, Southbridge , KPMG, J.P. Morgan, CanOne Resource Fund, and Garfinkle Biderman LLP.

Beginning now, you can offer your retail clients the kind of sophisticated asset allocation and risk management strategies that institutions and high net-worth individuals have relied on to grow their wealth. Yorkville Asset Management’s principals collectively bring years of successful wealth management experience serving institutions, mutual funds and affluent investors.

Ruben is the Portfolio Manager for Yorkville's equity portfolios and a member of the Investment Committee.  He brings over fifteen years of investment and banking experience at major Canadian banks and financial institutions.  Most recently Ruben was the Investment Strategist at a medium sized hedge fund in Toronto, and prior to that role had worked for a leading wealth management firm advising high net worth families on portfolio investment strategies.  

Ruben is a graduate of Schulich School of Business at York University with a major in Finance.  He holds the Chartered Investment Manager (CIM) designation and has successfully completed his Derivatives Fundamentals and Options Licensing course.  

Hussein Amad is co-founder of Yorkville Asset Management and serves as President and CEO. Hussein brings over 20 years of investment and banking experience in senior positions at major Canadian and international banks. Prior to joining Yorkville, Hussein was the Chief Investment Strategist and member of the Board of Directors at UBS Investment Management Inc. Hussein has also served as National Director of the Institutional Portfolio Group at Scotia Cassels Investment Counsel, a subsidiary of Scotiabank. Hussein is an award winning instructor at the University of Toronto where he lectures in the area of Enterprise Risk Management.

 

Gary Seveny has enjoyed a successful career in the financial services industry. His career spans several decades of executive leadership and being a center of influence within the industry. Gary Seveny joined the Board of Yorkville Asset Management in January 2011 and is currently Chair of the Board. Solid Governance, Compliance  and performance consistency are his guiding principles. His passion for innovation in financial services led to the creation of Apaylo Financial Services Inc. with his partners. He is currently Executive Director and Chair of the Board of Apaylo, a successful Fintech/Paytech. Gary Seveny proudly led Alterna Savings and Credit Union, as President and CEO, to establish Alterna Bank of Canada in 2000 as one of the first banks under the revised Bank Act. During his tenure, he led several mergers and acquisitions. Gary Seveny believes in continuous learning and in addition to his MBA, is a graduate of the Profession Director Program (ProDir) of governance. He served in governance roles with Payments Canada, Interac anseveral payment services entities in Canada and USA.  Gary Seveny has been an active advocate for regulatory reform in the payments system and the financial industry.

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