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Yorkville Asset Management

Verified Job Source

Portfolio Management for Institutions, Professional Athletes, and High Net Worth Clients.

Toronto, Ontario

Investment Management
11–50 people

About

Founded in 2010, Yorkville Asset Management began operations by way of a joint venture between Hussein Amad and Hailus Financial Group Ltd. (formerly Heritage Financial Group Ltd.). The premise in establishing Yorkville was to have an unbiased commitment to our clients’ success with a strong commitment to risk management. Offering private wealth solutions to clients with accounts of $1 million or more, Yorkville now has approximately $3 billion in assets under management and administration in assets across a diversified range of securities, products, and asset classes. We are a focused independent investment management firm, providing clients intimate access to our portfolio management team. Our portfolio management team is accompanied by our leading customer service and sales group, committed to ensuring that our clients receive the dependable, clear, and significant counsel they need to make informed investment decisions. Yorkville has expanded from its Toronto head office to offices in Ottawa and London, in addition to a significant presence in Calgary and Vancouver.

Open positions

Director, Tax & Financial Planning

On-site · Toronto

The role focuses on helping families protect estate value and minimize taxes through share reorganizations, trust creation, and insurance solutions. It also involves business development and designing governance for philanthropic plans.