Heathbridge’s investment objective is to generate long-term growth of capital. It manages a variety of equity and balanced mandates primarily for Canadian high-net-worth families, foundations and trusts. It focuses on managing individual segregated portfolios, which are more efficient for both taxes and returns. The principals believe it is important to align their interests with their clients and invest alongside. In effect, we “eat our own cooking”.
Heathbridge Capital Management Ltd. (Heathbridge) is an independent portfolio management firm founded by a highly ranked investment analyst, Rob Richards. The company is wholly owned by its six principals, Rob Richards, Rupel Ruparelia, Richard Tattersall, Dennis Ly, Sergio Di Vito and Antonii Cisneros who feel that employee ownership fosters both a culture of entrepreneurship and a focus on clients’ needs.
Performance results, which date back to March 1996, include the period from predecessor companies since the same managers managed the same portfolios for the same clients throughout all periods. Heathbridge Capital Management Ltd. claims compliance with the Global Investment Performance Standards (GIPS®). Heathbridge Capital Management Ltd. has been independently verified for the periods 2000 to 2021.
an investment counselor and portfolio manager
discretionary investment management for individuals and foundations
clients in all mainland provinces
a North American investment focus within a global scope