Coleford provides discretionary wealth management services to private clients, charitable foundations and institutions.
Founded in 1989, we employ a conservative, low-risk investment approach to enable our clients to achieve their personal financial objectives.
What distinguishes us from other private wealth management companies?
- We have a strong record of meeting the investment goals of our clients
- We use a consistent investment approach
- We invest only in a small number of high quality stocks and highly rated Canadian bonds carefully selected to generate a tax efficient, absolute return
- Over the past 10 years, we have successfully transitioned our business from the founders to the next generation of leaders with diverse skill sets and experience
- We are employee owned and operated and our compensation is based solely on the net asset value of each client’s portfolio, giving us a vested economic interest in your success
- In investment management, nothing takes the place of experience. Members of the firm’s Advisory Counsel have on average 40 years of investment management experience
- Our Portfolio Managers serve clients directly – so the bond is always a personal one