Company Summary
Coleford provides discretionary wealth management services to private clients, charitable foundations and institutions.
Founded in 1989, we employ a conservative, low-risk investment approach to enable our clients to achieve their personal financial objectives.
Source: Coleford Investment Management Ltd.
Unique Value Proposition
We have a strong record of meeting the investment goals of our clients.
We use a consistent investment approach.
We invest only in a small number of high quality stocks and highly rated Canadian bonds carefully selected to generate a tax efficient, absolute return over the past 10 years, we have successfully transitioned our business from the founders to the next generation of leaders with diverse skill sets and experience.
We are employee owned and operated and our compensation is based solely on the net asset value of each client’s portfolio, giving us a vested economic interest in your success In investment management, nothing takes the place of experience. Members of the firm’s Advisory Counsel have on average 40 years of investment management experience.
Our Portfolio Managers serve clients directly – so the bond is always a personal one
Source: Coleford Investment Management Ltd.
AUM ($Bil)
0.6
Year Founded
1989
Key Personnel
Alain Agostini, Managing Director
Robert Hill, Managing Director
Craig Middaugh, Managing Director
Address
44 Victoria St Suite 1701
Toronto, ON
M5C 1Y2