Yorkville Asset Management

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About Yorkville

Founded in 2010, Yorkville Asset Management Inc. (Yorkville) began operations by way of a joint venture between Hussein Amad and Hailus Financial Group Ltd. (formerly Heritage Financial Group Ltd.). Hussein purchased Hailus's interest in the company in September 2018, making him the sole owner of Yorkville.

The premise in establishing Yorkville was to have an unbiased commitment to our clients' success with a strong dedication to risk management, offering private wealth solutions to clients with accounts of $1 million or more. Since the inception of Yorkville, the total assets under management and administration has significantly increased across a diversified range of securities, products, and asset classes.

We are a focused independent investment management firm, providing clients intimate access to our portfolio management team. Our portfolio management team is accompanied by our leading customer service and business development team committed to ensuring that our clients receive the dependable, clear, and significant counsel they need to make informed investment decisions.

Yorkville has two offices in Toronto and Ottawa. We also have a significant presence in Calgary and Vancouver.

Investment Philosophy & Process

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.

Our People

  • Portfolio Management Team

  • Client Services Team

  • Board of Directors

  • Business Advisory Group