Yorkville Asset Management

Investment Bank/Securities Brokerage - Toronto, ON, CA

Yorkville Asset Management Employees
Jillian Wade

Associate Portfolio Manager

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Ralph Desando

Managing Director - Private Investments

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Robert Featherby

Director and Portfolio Manager

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Derek Brenzil

Investment Counsellor & Associate Portfolio Manager

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Lucus McIlhargey

Private and Institutional Clients

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Yorkville Asset Management Details

Founded in 2010, Yorkville Asset Management began operations by way of a joint venture between Hussein Amad and Hailus Financial Group Ltd. (formerly Heritage Financial Group Ltd.). The premise in establishing Yorkville was to have an unbiased commitment to our clients' success with a strong commitment to risk management. Offering private wealth solutions to clients with accounts of $1 million or more, Yorkville now has approximately $3 billion in assets under management and administration in assets 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 sales group, committed to ensuring that our clients receive the dependable, clear, and significant counsel they need to make informed investment decisions. Yorkville has expanded from its Toronto head office to offices in Ottawa and London, in addition to a significant presence in Calgary and Vancouver.

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Employees: 20 - 49
HQ:
Location: Toronto, ON, CA
Revenue: 2.5 - 5 Million
Discretionary Portfolio Management Risk Management Foundations Structured Products Estate & Trust Planning Insurance Estate & Trust Planning Finance Portfolio Management Private Equity
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