Who We Are

True North Equities is an independently owned wealth management and financial advisory company serving high net worth individuals, families and institutions. Our main purpose is to ensure that you preserve, protect and grow your wealth so that the future is financially secure.

As your financial advisor, True North Equities targets value in its investment approach to your financial roadmap. We have a solid commitment to our clients and provide them with goal oriented advice that is personalised, intelligent and built on integrity. Working together, we help you accomplish your financial goals.

Our History

True North Equities was founded in 2007 as a small boutique investment advisory firm serving high net worth individuals and families. We have grown steadily over the past two decades, largely through client referrals, and manage close to $1 billion of assets today.

Locally owned and managed, True North Equities is one of the few growing independently owned investment advisory firms in the region. We are invested in our clients’ best interests and believe our people, our process and our philosophy are the keys to our success. True North Equities takes a holistic approach to wealth management by providing individualised portfolios customised to each client’s specific investment goals and tolerance for risk.

Our People

True North Equities portfolio team balance out twenty years each of financial markets trading experience and fiduciary responsibility. Our commitment as a fiduciary sets an example in the industry setting us apart from competition. As a fiduciary, we follow the “trust” standard, the highest known legal standard in the investment business. This requires us to place the interests of our clients before our own. We are happy to do so, as we are a client-focused firm with all of the decisions we make.

Our Process

Our main goal is to deliver for our clients’ best interests so that we meet their investment objectives. This client-centric method that we adhere to is open and transparent, and it’s an integral part of our success in meeting these goals. True North Equities takes the time to understand our clients’ short-term needs and long-term objectives with their risk tolerances in mind. We collaborate with our clients to create a strategy that is followed throughout the entire investment process. Together, we build a customised core portfolio that is continuously monitored and adjusted based on our clients’ changing situations.

Our Philosophy

True North Equities philosophy is not complex: we are a value-oriented wealth manager working hard to provide a “margin of safety” for our investments by buying a dollars worth of assets for fifty cents. Based entirely on in-house research, we determine our own estimate of an asset’s fundamental intrinsic value. When selecting assets to purchase, our decisions are based on our proprietary fundamental analysis, not optimism. We do not invest in mutual funds, as we do not believe that they are appropriate for larger portfolios.