Yorkville Asset Management

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 9^th 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/.