Yorkville Asset Management Inc. (Yorkville) was founded in 2010 through a joint venture between Hussein Amad and Hailus Financial Group Ltd. (formerly Heritage Financial Group Ltd.). In September 2018, Hussein Amad acquired full ownership, transforming Yorkville into a leader in private wealth management. The company is dedicated to delivering client-focused, unbiased investment solutions with a strong emphasis on risk management and long-term success. Yorkville caters to high-net-worth clients with portfolios of $1 million or more, managing a diverse range of securities, products, and asset classes. With its headquarters in Toronto and Ottawa and a significant presence in Calgary and Vancouver, Yorkville is committed to providing personalized access to its portfolio management team, supported by exceptional customer service.
Independent and Client-Focused: Fully independent firm emphasizing unbiased advice tailored to individual client needs.
Exclusive Private Wealth Solutions: Specializing in clients with portfolios of $1 million+, offering sophisticated, diversified investment strategies.
Proven Growth and Expertise: Significant growth in assets under management across various securities and asset classes since its inception.
National Presence: Offices in Toronto and Ottawa, with substantial representation in Calgary and Vancouver.
Commitment to Excellence: Dedicated portfolio management team supported by leading customer service and business development professionals.
As a financial and insurance advisor, leveraging Yorkville Asset Management allows me to offer unparalleled value to my clients by integrating their innovative strategies and robust services into my financial planning. Yorkville's risk-managed approach and commitment to personalized service empower me to craft solutions that align with my clients' unique financial goals. Here's how partnering with Yorkville benefits my clients:
Tax Optimization and Growth: Yorkville’s tailored investment solutions help maximize returns while leveraging tax-efficient strategies to protect my clients’ wealth.
Access to Elite Investment Expertise: Through Yorkville’s experienced portfolio management team, my clients gain exposure to diversified asset classes, ensuring a balanced and sustainable approach to wealth creation.
Risk-Managed Investment Options: Their strong emphasis on risk management ensures my clients' portfolios are designed to withstand market volatility while focusing on long-term growth.
Personalized Support and Service: Yorkville’s customer service and business development teams provide consistent updates, clear communication, and actionable insights, enabling my clients to make informed decisions.
Comprehensive Wealth Strategies: With Yorkville’s infrastructure, I can complement their investment offerings with my expertise in tax shelters, insurance solutions, and critical illness coverage, creating a holistic financial plan.
“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”