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Robert worked as an electrical engineer in the Aerospace industry before beginning his investment career in 1991 at Beutel Goodman. Most recently, Robert was V.P. Fixed Income at BMO Asset Management where he co-managed approximately $5 Billion in fixed income investments, including the $1.5 Billion BMO Bond Fund. Over the past 20 years he has successfully steered portfolios through two credit crises and numerous economic cycles.
Robert obtained a Bachelor of Applied Science from the University of Waterloo and an MBA from Queen’s University. He also holds the Chartered Financial Analyst (CFA) professional designation from the CFA Institute.
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.
Ralph , Managing Director of Private Investments at Yorkville Asset Management has been with the company since its inception in 2010. He is responsible for leading Yorkville’s strategic initiatives to provide clients access to investment opportunities in high quality Canadian healthcare companies. He has led the launch and growth of Yorkville’s Health Care Fund into one of Canada’s leading health care investment platforms. Since its launch, the Fund has grown to approximately $550 mm of assets under administration, growing both CareRX and Southbridge Healthcare LP to become leaders in the Canadian healthcare industry.
Ralph‘s career in tax at Deloitte, completing the in-depth tax program from the Canadian Institute of Chartered Accountants (CICA), as well as assisting the institute with its tax program as a facilitator, has provided him with the background to develop efficient tax strategies, investment vehicles as well as the experience to assess value for investors. Ralph was an instructor at the University of Toronto’s School of Continuing Studies in the area of credit and market risk management. He has also served as a member of the Board of Trustees of the Ontario Motor Vehicle Industry Council Compensation Fund, and as Chair of its Investment Committee. He is currently a member of the Southbridge Healthcare LP Investment committee, a member of the CareRX and Proactive Investors board and CEO & Trustee of the Yorkville Health Care Fund.
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