BEYOND INVESTMENT
We leverage strategies across public and private markets seeking to achieve superior risk-adjusted returns. By optimizing asset allocation in public markets and capitalizing on unique opportunities through asymmetric information and exclusive deal flow in private markets, we aim to deliver exceptional value.
We are committed to continuous innovation and improvement, providing you with access to the most advanced tools, insights, and strategies in wealth management. Our open architecture allows us to integrate internal strategies, develop specialized products, and pursue unique opportunities—all while maintaining our independence.
- Some Unique Solutions
TRUSTED
We have been independently owned and operated for over 30 years. We don't sell products and are not commission based. We are 100% aligned with our clients.
CLIENT FOCUSED
Every client is unique and deserves a portfolio that reflects their specific objectives and risk tolerance.
DISCIPLINED
We are laser-focused on delivering the results that our clients hire us to provide, whether that's growth, income or capital preservation.
Vestcap Investment Management was founded in 1988 with the goal of providing clients with highly personalized investment management services. Today, we are proud to say that we help more than 150 families achieve their personalized investment objectives.
Provincial registered Investment Management Firm under the Canadian Securities Administrator (CSA) and the Ontario Securities Commission (OSC).
Tailored Portfolios
A customized investment strategy designed specifically to meet the unique financial goals, risk preferences, and values of an individual or family. Unlike standardized investment products, tailored portfolios are carefully constructed to align with the client’s distinct objectives, financial situation, and time horizon. These portfolios offer flexibility, control, and a higher level of personalization to ensure that each client’s investment strategy is built to suit their needs.
SMA Solutions
Separately Managed Accounts (SMAs) are individualized investment portfolios managed on behalf of clients by professional asset managers. Unlike mutual funds, where many investors pool their money into a single fund, SMAs are unique to each investor, allowing for greater customization, transparency, and control over investment decisions.
Alternative Investments
Encompassing both the public and private markets.
In the public markets, we devise an asset allocation targeted to outperform benchmarks on a risk adjusted basis.
In the private markets, we identify asymmetric information which provide opportunity for investment.