Yorkville Asset Management

Shannon Doyle

Shannon Doyle

On Saturday, February 8, 2014 Yorkville joined almost 1000 other supporters for Trillium Health Partners Foundation’s Laugh Out Loud Comedy Gala at the International Centre inMississauga.

Yorkville, the proud supporter of numerous organizations across Ontario, committed in July 2013 to becoming the VIP Reception Sponsor for Trillium’s Laugh out Loud event for the next three years, ending 2016.

Yorkville staff, clients and friends gathered for a night of laughter and music, emceed by “Mr. D” star and comedian Gerry Dee, and headlined by the notable Martin Short.

Thanks to the support of many, the event was a tremendous success, raising almost $2.9 million for the Emergency and Urgent Care Program at Trillium Health Partners.

For photos of the evening and for more information on Trillium Health Partners Foundation and the work they are doing to improve health care in Mississauga and the surrounding area, please click here.

For more details on Yorkville’s commitment to Trillium and for commentary by Yorkville President CEO Hussein Amad on Yorkville’s dedication to charitable giving, please see the 2013 announcement here.

Hussein Amad and Yorkville Asset Management is featured in February's issue of Canadian Business Journal. To see the article, please click here.

Yorkville Asset Management Inc., a proud supporter of numerous organizations across Ontario, formalized its support of Trillium Health Partners Foundation (formerly The Credit Valley Hospital Foundation and Trillium Health Centre Foundation) this week. Over the next three years, Yorkville has committed to becoming the VIP reception sponsor at Credit Valley Hospital Foundation’s five-star Laugh out Loud event, ending 2016.

For more information, and to view this announcement in full, please click below:

Yorkville Asset Management Inc. solidifies its support of the Credit Valley Hospital Foundation

 

 

Operational Review to June 30, 2022

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Operational Review to December 31, 2020

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Operational Review to September 28, 2018

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Fund Facts Sheet - April 2017

Operational Review to March 31, 2017

Press Release Re. Acquisition of Provincial Long Term Care's Nursing Home & Retirement Portfolio

Operational Review to December 31, 2016

Operational Review to September 30, 2016 

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Southbridge Brochure

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News Release - Southbridge Group of Companies Appoints New CEO

Operational Review to September 30 2015

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Investor Fact Sheet - Q3 2014

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News Release (11/07/2013): Southbridge Health Care Fund Now Available on Canaccord Genuity Platform

News Release (09/04/2013): Southbridge Expands Presence with Eighth Acquisition

Investor Fact Sheet - Q2 2013

News Release (03/01/2013): Southbridge Acquires Seventh Long-Term Care Home in Four Months

News Release (12/05/2012): Southbridge Health Care Fund Acquires Four Additional Homes

News Release (11/13/2012): Southbridge Acquisition of Craiglee and West Park Health Centre Homes

Yorkville is pleased to announce that the first quarter results of the Southbridge Health Care Fund have been published (please follow the link below). This was the first full quarter the fund has been in operation and results are exceeding expectations. If you are interested to learn more, please contact Ralph Desando at rdesando@yorkvilleasset.com or 647-776-7481.

Southbridge Health Care Fund First Quarter 2013 Update

 

Yorkville is pleased to now offer client name mutual fund account applications. Please follow the links below to download a PDF version of these forms. 

Application For Investment, Retirement Savings & Retirement Income Accounts

Application for Tax Free Savings Accounts

Transfer Authorization for Registered Investments Form

Transfer Authorization for Non-Registered Investments Form

Risk Compass

If you have any question on these forms or our funds, please email info@yorkvilleasset.com or call 1-855-776-7480. 

The Ottawa office of Yorkville Asset Management Inc. (Yorkville) was launched in January 2013 with Steve Conrad hired as Managing Director for Yorkville’s second location.

On January 16th, Steve and the Yorkville team hosted an Ottawa office launch dinner at the historic Courtyard Restaurant in the Byward Market. The event was a great success of informal networking and fine dining from all responses received. Our President, Hussein Amad, spoke to the 25 guests attending to thank them for their support to date and in looking forward to being a stronger presence in the Ottawa business community.

Since the new Ottawa office opening, Yorkville has been very active in the market place and local community including sponsorships with important local organisations such as the Queensway Carleton Hospital Foundation, Ottawa Heart Institute, Bruyere Continuing Care and Ottawa Regional Cancer Foundation.  

Yorkville is excited to now be part of the Ottawa community and look forward to serving our clients and contributing to important local and regional charities in the future.

 

On January 31, 2013 Yorkville welcomed 80 clients, friends and influential members of the community to the Hilton Garden Inn’s rooftop for an evening of entertainment and education as we presented our 2013 Investment Forecast.

While guest’s were treated to dinner, cocktails and soulful live music, presentations by Yorkville`s Director of Private Investments Ralph Desando, President, CEO Hussein Amad and Associate Portfolio Manager Raphael Aronowicz highlighted our firm’s year long performance expectations and opportunities going forward. Morningstar’s Director of Research and author Paul D. Kaplan also gave an eloquent talk titled “Crashes and Cliffs: Past, Present and Future.”

Aside from addressing the challenges faced by the investment community last year and those we anticipate in 2013, this event also allowed us to celebrate Yorkville’s numerous 2012 achievements including the joint-creation between Yorkville and Southbridge Capital Inc. of a specialty Health Care Fund that invests in long-term health care in Ontario. All attendees that night were able to contribute to an atmosphere that included unparalleled intelligence, poise and a long history of personal success. Thank you to all that came and we welcome those who will join us in the years to come. 

On the evening of February 9th 2013, nearly 1000 generous attendees united for Credit Valley Hospital Foundation’s Laugh Out Loud event, a night of comedy in support of the foundation’s plan to establish a regional surgical robotics program at Trillium Health Partners – Credit Valley Hospital. Yorkville Asset Management was amongst the core sponsors of this unique evening that featured some of Canada’s most entertaining comedic talent.

With household Canadian name Howie Mandel headlining and CBC television star Gerry Dee as the opening act, audience members were offered a unique opportunity to experience unparalleled wit and laughter while simultaneously supporting vital expansion at Credit Valley.

In its entirety, the event was a tremendous success; Credit Valley raised $1.8 million toward greatly enhancing cancer care in the Halton/Peel region as well as the broader community. To find out more about the other advancements in medical research being sought by Credit Valley Hospital Foundation or to find out how to donate, please visit http://www.cvhfoundation.ca/  

 

 

 

 

 

 

NEWS RELEASE

 

Toronto, ON, November 13, 2012

 

Southbridge Health Care LP announced today the successful acquisition of two long-term care homes in Ontario by its wholly owned subsidiary, CVH (No. 1) LP.  The acquired homes are Craiglee Nursing Home in Scarborough and West Park Health Centre in St. Catharines. Together these initial two homes have a capacity of 270 residents. They are the first homes to be acquired by Southbridge Health Care LP as part of its strategic plan to acquire and re-develop long-term care homes throughout the Province of Ontario.  Southbridge Health Care LP is managed by Southbridge Health Care GP Inc., a wholly owned subsidiary of Southbridge Capital Inc.

 

“These homes are the inaugural acquisitions for Southbridge Health Care LP and mark the launch of the Southbridge Healthcare Fund in the long-term care sector. It is a very exciting milestone for us” indicated Michael Petersen, the President of Southbridge Health Care GP Inc. and Southbridge Capital Inc. and a representative of the Southbridge Health Care Fund.

Southbridge Health Care LP is set to acquire four more long-term care homes later this month. The four homes will have 199 residents in total.  A seventh acquisition is already under contract and expected to close in February of 2013, pending Ministry of Health and Long-Term Care license transfer approval, which will add an additional 96 residents to the Southbridge Health Care LP community. An eighth acquisition is presently under negotiation and is expected to close in July 2013 which will bring an additional 104 residents into the Southbridge Health Care community.    

Southbridge Health Care LP is a Canadian owned and operated partnership whose mission is to acquire long-term care homes in Ontario and, where appropriate, re-develop them under the Country Village Homes™ brand.  Southbridge Health Care LP is guided by the belief that long-term care residents should remain connected to their communities while receiving individualized quality care in a residence that they can truly call their home.

To ensure that the level of care provided in all of Southbridge Health Care LP’s long-term care homes is of the highest standard, it has chosen Extendicare (Canada) Inc. – a recognized leader in quality and clinically-based services – to manage all aspects of the homes both before and after their re-development.

“Now that the required approvals from the Ministry of Health and Long-Term Care to transfer the licenses for the homes are beginning to be received and the acquisition process has begun, we can now turn our attention to assessing the acquired homes for re-development and, with Ministry approval, re-develop them to new standards under the Country Village Homes brand” says Keith McIntosh, President of the Healthcare Division of Southbridge Group LP.

“The development and launch of the Southbridge Health Care Fund has been key to ensuring the success of Southbridge Health Care LP’s strategy to acquire and re-develop long-term care homes” says Michael Petersen.  “Southbridge Health Care Fund, together with Southbridge Capital Inc., brings together like minded investors who wish to gain access to investing in the long-term care sector in Ontario, a sector that has historically been a difficult one to gain access to due to the heavily regulated nature of the industry.”

For more information, please contact: Richard Franzke, Director of Marketing and Communications, Southbridge Group LP at 519-621-8886.

About Southbridge Health Care Fund

Southbridge Health Care Fund is an open ended mutual fund trust that seeks to acquire and re-develop long-term care homes in the Province of Ontario.  For more information about the Southbridge Health Care Fund or to purchase units, please contact

Yorkville Asset Management Inc.
55 University Ave., Suite 704,
Toronto, Ontario, M5J 2H7
Tel: 647.776.7481
Fax: 647-776-7490
rdesando@yorkvilleasset.com

About Country Village Homes

Country Village Homes is a trademark of Southbridge Group LP and is used under license for the long-term care homes being acquired, managed and redeveloped by Southbridge Health Care LP and its wholly owned subsidiaries.

About Southbridge Capital Inc.

Southbridge Capital Inc. is a Canadian owned asset manager focused on the development of investment opportunities in the Long-Term Care sector. It is the founder and promoter of the Southbridge Health Care Fund. For more information about Southbridge Capital Inc. visit www.southbridgecapitalinc.com

About Southbridge Group LP

Southbridge Group LP is responsible for researching and acquiring long-term care homes for Southbridge Health Care LP and for re-developing long-term care homes for it under the Country Village Homesbrand. For more information about Southbridge Group LP visit www.southbridgecapitalinc.com

About Extendicare (Canada) Inc.

Extendicare (Canada) Inc. is a Canadian company that operates 86 long-term care and continuing care centres across Canada.  The Extendicare Assist Division manages 26 homes on behalf of 16 partners. For more information visit www.extendicareassist.ca.

 

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