Individuals & Families
Our relationships span years and cross generations. They are built on trust, investment excellence and client service.
Customized Investment Counselling
Hillsdale is an independent Investment Manager. We provide customized investment counselling to help individuals and families meet their financial and retirement goals.
Since 1996, our clients have benefited from our independent approach, personal service, trusted relationships, and comprehensive financial planning. Many clients confidently refer friends and family to us – a clear measure of their trust in us and our investment strategies.
- Your own investment counsellor and in-house portfolio management team
- Actively managed investment solutions, with a 20+ year track record
- Value and performance through global diversification
- Customized Retirement Planning Solutions
Facts at a Glance
* After-fees annual returns from equal allocation in Hillsdale Equity Funds:
1996 – 2013: 50% Allocation to 2 Equity Funds managed by Hillsdale (50% Canada, 50% US Equities)
2013 onwards: 25% Allocation to 4 Equity Funds managed by Hillsdale (50% Canada, 35% US, 15% International Equities)
After all fees and expenses for $2mn portfolio
US$ Investments converted to C$ at the end of each month
As of December 31, 2018
Hillsdale Puts You in Control of Your Investments
As a Hillsdale client, you have access to a dedicated Investment Counsellor and in-house Portfolio Managers – an entire team working diligently to deliver performance excellence in line with your goals and risk appetite.
By clearly establishing accountability and avoiding intermediaries, Hillsdale’s integrated approach puts you firmly in control of your investments.
Existing clients may access their portfolio statements at My Hillsdale.
As a Hillsdale client, you have access to a diversified mix of actively-managed Canadian, U.S. and international investment solutions and global currencies.
We focus on areas of the financial markets that are generally inaccessible to individual investors and that respond well to active management. For our clients, this means being able to take maximum advantage of market opportunities, while working within a clearly defined risk budget.
Retirement & Succession Planning
As a Hillsdale client, you will receive a comprehensive financial plan, one that encompasses all stages of your life and provides for inter-generational wealth transfer.
Where applicable, we will design the plan in collaboration with your other advisors – accountants, lawyers, financial or estate planners. Hillsdale also has its own network of experts to help with your taxation, estate planning, wealth transfer and philanthropic initiatives.
Whether you wish to support an established cause or explore a new area where you can have an impact, we can help you create the optimal philanthropy strategy. With intimate knowledge of your investment portfolio, we can integrate your financial plans with your philanthropic goals and timelines.
Over the years, we have also partnered with our clients to support and contribute to the causes that are meaningful to them. We aim to continue this journey. We believe that together, we make the world a better place!
Acting in Your Interests
Hillsdale follows CFA© Institute’s Code of Ethics and Standards of Professional Conduct.
As fiduciaries, we abide by the following duties of care:
- Loyalty, Prudence, and Care: Acting with reasonable care and exercising prudent judgment.
- Fair Dealing: Acting for clients’ benefit and placing clients’ interests before ours.
- Suitability: Making only those investment recommendations that are consistent with the stated objectives and constraints of your portfolio.
Portfolio Review and Communication
Your dedicated Investment Counsellor continuously monitors your portfolio for opportunities and communicates with you regularly. At a minimum, he or she will review your detailed portfolio and financial plan with you once a year.
In between meetings, you can easily access your portfolio, transactions, performance and asset mix reports electronically or in print, as you wish. You will also receive Headlines, Hillsdale’s Monthly Newsletter, as well as semi-annual Market Outlook reports.
You may read more about our research in our Research section.
For more information about Investment Counselling and Family offices, please contact Amit Goel.
Where luck is rampant,
we must think of skill in
terms of process, because
the results by themselves
do not provide clear feedback.