Overview

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.

Why Coleford?

  • 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