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Welcome to Avenue

We are an independent investment counsel that exclusively manages Equity and Fixed Income portfolios on a segregated and discretionary basis for private clients.

Our focus is on achieving our clients' long-term financial goals by creating, preserving and protecting their wealth.

Our commitment is to offer the highest standards of ethical business conduct, professional investment management and personalized client service.

We are fully invested alongside our clients and focus on absolute return in our portfolios. We cut our fees when we do not achieve absolute return.

We aspire to build intergenerational client relationships by delivering upon a clearly articulated client promise which we call our "Ten Client Commitments".

 
Minimum Client Relationship $500,000 CAD.