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COLEFORD is an independent, private wealth management firm, based in Toronto, serving the special investment needs of high net worth Canadians and charitable foundations. For more than a decade, we have provided proven, discretionary management of segregated portfolios for private investors with minimum aggregate family investable assets (taxable accounts, RRSPs, RRIFs, estates, trusts, and personal corporations) of $1,000,000. Our bottom-up "value approach" to investing and our extremely low manager to client ratio make Coleford a logical choice for the discerning, long-term investor. Coleford is a member of the Investment Counsel Association of Canada.

The Coleford Cottage

Coleford is the name of a village in the Forest of Dean Region in England. Our cottage logo reflects our straightforward and conservative approach to the investment management process.

Our History

Todd Edgar, Bill Fillmore and Roger Wilson founded Coleford in 1989 based on the belief that high net worth individuals deserve personal service from a dedicated, professional investment manager. A manager who is responsible not only for client service and reporting – but who is directly involved in portfolio strategy and investment decision-making. Today, our founders, along with other well-tenured, resident portfolio managers, continue to provide this unparalleled level of personal service for some of Canada’s most successful entrepreneurs and their families.

Our Points of Difference

Clients tell us there are four points of difference between Coleford and other private wealth managers. The first is our size. We are a boutique that does not believe in the practice of separating client service from portfolio management. Rather, by eliminating the layer commonly found in other organizations between investment decision-making and client reporting, we achieve better communications. To ensure continuity and depth of management, we work as a team. Each managing partner is intimately familiar with the background and holdings of each client account. In turn, each account has a primary and backup portfolio manager.

The second difference is our investment approach. We are value managers who eschew small cap stocks, gold stocks, initial public offerings, private placements, tax-structured investment vehicles, options and derivatives. Instead, we concentrate on owning high quality companies and fixed income instruments. The third difference is that all investment accounts are separately managed in segregated portfolios, tailored to meet each client’s specific objectives. We do not group client funds based on a one-size fits all strategy. The fourth difference is that Coleford enjoys long-term relationships with clients who value the consistency of approach and investment return that we can deliver.


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