Who We Are

Partnering For Your Financial Success

Since 2002 we have been serving our Canadian and international clients as an independent asset manager. We implement, continually monitor and update fully custom-made investment strategies for our clients based on their needs, goals, and specific requirements.

As an independent asset manager we offer unbiased portfolio management and advice without the constraints of large, “industrial asset managers” that sell ‘biased’ products. With our extensive know-how, we develop individual and appropriate solutions together with our clients with a focus on direct investment ownership. Our long-term thinking and astute investment approach has allowed us to help our clients prosper for years, building wealth for themselves, their families and estates.

Our investment team has over 45 years of investment and financial market expertise in Canada and around the world. We achieve success for our clients by focusing on above average investment returns while minimizing risk and preserving capital.

Trust, Integrity and Independence.

What We Do

Discretionary Portfolio Management:

We implement individual investment strategies to provide for the client’s objectives and long-term goals.

Our portfolio management services are based on the following principles:

  • Fully custom-made investment strategies
  • Diversified investment approach
  • Continuous portfolio supervision and risk management
  • Excellence in service with direct access to portfolio managers

 

We maximize our clients’ investment performance through:

  • Optimizing asset allocation strategies
  • Focus on direct investments and cost efficient instruments to avoid multiple fee layers
  • Minimize portfolio turnover to reduce transactions costs

 

Long Term Planning

We leverage our extensive professional network to offer our clients a suite of planning services including:

  • Estate planning
  • Tax planning
  • Succession planning
  • Foundations and trusts
firm invest canada

Our Know-how

Take advantage of our various backgrounds with over 45 years of know how.

Independent asset management. Experience on your side.

David Ratcliffe

President and Managing Partner, B.Sc, MBA, CFA

David Ratcliffe is a portfolio manager with over 30 years experience in the financial sector including 25 years experience as a portfolio manager.  He has worked as a portfolio manager at Swiss Bank Corp. Canada (now UBS Canada) where he ran the portfolio management division, Darier Hentsch Canada, and for the past 16 years at Hottinger Asset Management Canada where he is president and owner.  

He has a Bachelor of Science degree along with a Masters of Business Administration from the Ivey School of Business (University of Western Ontario) and is a Chartered Financial Analyst. Along with his many years of investing in Canadian and US markets he has also spent time working in Europe giving him a broad base of exposure to North American and European markets.

Contact us

FirmInvest Asset Management Canada is 100% employee owned and is registered with the Ontario, Quebec and British Columbia securities commissions.

FirmInvest Asset Management Canada Inc.
Suite 1402
141 Adelaide Street West
Toronto, Ontario
Canada M5H 3L5

Phone (416) 777-0123
Fax (416) 777-0308

Info@firminvestcanada.ca