Conservative. Consistent. Committed.
Coleford is one of Canada’s leading boutique wealth management firms. For 33 years, families, charitable foundations and institutional clients have chosen us because we are Conservative, Consistent and Committed to their financial well-being.
A Different Mindset, a Better Outcome
We have a conservative mindset and a consistent investment process that does not deviate based on temporary trends. We first and foremost focus on preserving our clients’ capital while investing in structurally advantaged companies with an emphasis on patiently holding for the long term. Since we are employee owned, we have complete independence which allows us to select the best investments - not those that are pre-approved by a parent company with products to sell.
Our client service mindset is family oriented. We enjoy working with all members of the family or organization whether in a group or one-on-one. To create more value, we provide in-depth strategic financial planning, for families and organizations, that lays out the steps required to achieve their financial goals.
Our clients tell us that the outcome of our Conservative, Consistent and Committed approach is peace of mind.
Who we are
At Coleford, we take the lead from our clients. We continually gather feedback and insights from our clients about all aspects of our service. In particular, our clients help us tailor our communications to maximize their understanding and to ensure full transparency.
Alain Agostini, MBA, CFA
Robert Hill, MBA, CFA
Bryan Houston, B.Comm, CPA (CA)
James Leo, MBA
Craig Middaugh MBA, CFA
Kenneth Wong, CFA
What We Do
The Coleford Promise is our pledge and commitment to our clients. It guides what we do and how we do it.
As conservative investors, we leverage time to compound wealth with low portfolio turnover. For equities, we identify structurally advantaged business models, evaluate quantitative and qualitative characteristics, determine the value of future earnings power relative to the current market price and build a concentrated portfolio of large, market-leading public companies (20-30 holdings). We apply a consistent approach to stock selection and to ensure each company remains a good fit. This disciplined approach also guides our selling decisions.
To complement our equity portfolio and rising dividends earned from it, we select high quality (single “A” or higher) fixed income securities issued by a Canadian or US government or a corporation.
If you value a conservative, consistent approach to investing from an independent firm that is committed to helping you achieve your financial goals, then Coleford is the right firm for you.
44 Victoria Street, Suite 1701
Toronto, Ontario M5C 1Y2
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