Welcome to Coleford Investment Management

Conservative.  Consistent.  Committed.

 

Coleford is one of Canada’s leading boutique wealth management firms. For 30 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

We are an investment management firm that is committed to listening and improving in everything we do. We continually gather client feedback and insights and by taking the lead from our clients, we are able to tailor our communications to maximize understanding and deliver full transparency.

Alain Agostini MBA, CFA

Managing Director

Dyra Coronado

Operations Analyst

Julie Crothers MBA

Sr. Vice President & Portfolio Manager

Robert Hill, MBA, CFA

Managing Director

James Leo MBA

Vice President

Craig Middaugh MBA, CFA

Managing Director

Nicole Naval

Client Service Associate

Shandi Tocheri

Manager Client Services

Melissa Williamson

Client Service Associate

Kenneth Wong, CFA

Vice President

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.

Why Coleford

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.

Contact Us

44 Victoria Street, Suite 1701
Toronto, Ontario M5C 1Y2
Phone 416.864.1233
Toll-Free 877.813.8883
Fax 416.867.9706

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