True North - Wealth Management

Personal Wealth Management

Clients choose True North Equities for our experience, our integrity and our proven performance as an experienced advisor. By providing sound investment counsel and a world class service, our firm serves the wealth management needs of thousands of clients across the developed world. As a fiduciary, True North Equities delivers focused advice that is free from the conflicts of many bigger financial institutions. We build and maintain an open dialogue with our clients, creating a solid, long lasting and trusting relationship that is honest and profitable.

A Valuable Partnership with the Client in Mind

At True North Equities, our chief purpose is to help maintain, protect and cultivate your investments so that future generations can benefit.

Our Investment Philosophy

Successful investing professionals are disciplined and consistent, and they analyse about what they do and how they do it.

Client Focus

True North Equities main objective is to is to keep the clients’ best interests so that they can achieve their desired goals. This client-centric process that we adhere to is open and transparent, and it’s an integral part of our success in meeting these goals. As a fee-only Registered Investment Advisor, it is our fiduciary responsibility to only offer unbiased advice.

Long Term Growth

As value investors, True North Equities primary investment objective is the conservative long-term growth of our clients’ capital. We invest in high quality yet undervalued companies that may be temporarily out of favour in the financial markets. We create portfolios of individual securities with a typical holding period of three to five years for equities.

Manage Risk Through Diversification

We take a balanced and conservative approach to client portfolios. Our firm manages risk through the purchase of individual securities, fixed income instruments, and alternative investments through international Exchanged Traded Funds (ETFs).

Investment Oversight

Just as our clients’ needs change, so do the investments that we hold. Throughout the portfolio management process, we apply a top-down approach to the macroeconomic environment with a bottom-up approach to selecting securities. We continuously monitor our holdings and make adjustments if company fundamentals change, if valuations change, or if we find better opportunities that may provide a more valuable reward/risk ratio.