Company Summary
Our mission is to be the pre-eminent wealth management firm in Canada serving high net worth investors.
Gluskin Sheff is an independent wealth management firm that manages portfolios of three million dollars or more for high net worth private clients as well as select institutional investors, including family offices, foundations, endowments and both public and private pension plans.
Founded in 1984 by Ira Gluskin and Gerald Sheff, the Firm is committed to meeting the needs of our clients – preserving their capital, managing risk, and delivering strong long-term investment returns over differing economic and market cycles.
Gluskin Sheff is a publicly traded corporation listed on the Toronto Stock Exchange under the symbol “GS”.
Source: Gluskin Sheff + Associates
Unique Value Proposition
What Sets Us Apart
Leading. Innovative. Personal. Aligned. Proven.
At Gluskin Sheff we have been thinking and investing unconventionally on behalf of our clients and ourselves since 1984.
Our team is built of leaders and innovative thinkers. From our focus on prudent wealth stewardship to exceptional client service and customized investment portfolios, we look after our clients in a way that is different from the rest of the crowd: separating asset allocation from security selection; building portfolios based on our unique marriage of rigorous company-specific analysis and top-down macroeconomic research; and introducing new strategies and asset classes before they are in vogue. We are aligned: we invest alongside our clients, and are, in fact, the largest investors in our investment models; we are the largest shareholders of our firm; and we partner with our clients, through performance-based fees.
This is what makes us unique. This is what sets us apart. In short, we are Stubbornly unconventional.
Source: Gluskin Sheff + Associates
AUM ($Bil)
9.0
Year Founded
1984
Key Personnel
Jeff Moody, President & Chief Executive Officer
Peter Mann, Co-Chief Investment Officer
Peter Zaltz, Co-Chief Investment Officer
Address
333 Bay Street, Suite 5100
Toronto, Ontario
M5H 2R2