Wyverstone Capital is a Maritimes based provider of portfolio management services and investment advice to institutional and high net worth clients.

 

THE PRINCIPALS AT WYVERSTONE CAPITAL HAVE BEEN DEDICATED PRACTITIONERs OF FACT-BASED FUNDAMENTAL COMPANY AND ECONOMIC ANALYSIS FOR OVER A DECADE.

Our investment style combines the tenets of both value investing and growth investing while our investment methodology utilizes a                       top-down /bottom-up approach backed by a rigorous research process.

 

We are proud to be associated with iA Private Wealth, which is a wholly owned subsidiary of iA Financial Group, which in turn is one of the largest public companies in Canada and has assets under management of over 102 billion dollars.

IAPW provides us with our trading platform, back-office support and compliance oversight.

 

Wyverstone Capital is fiercely independent in the design of client portfolios and the selection of individual securities and investment funds.

Portfolio Management for Institutions

We strive to over achieve our client’s expectations while strictly adhering to their investment mandate requirements.

We strongly believe, and have the research to back it up, that our focus on high quality dividend paying companies can be a meaningful differentiator.

We are defensive rather than aggressive fixed-income investors who focus more on yield than price appreciation.

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Portfolio Management for Individuals

We work with prosperous individuals, emerging affluent, pre and post retirees and their family members to construct a highly personalized long-term plan to achieve their financial and personal goals. 

We guide our clients through the accumulation, preservation and distribution phases of wealth management by providing customized financial solutions and active investment management utilizing either our discretionary or non-discretionary investment management platforms.


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Our Professionals

Our professionals have been providing comprehensive and effective investment management services to our clients for over a decade and are lead by our seasoned Portfolio Managers who have managed numerous equity and balanced mandates with various geographic, thematic, and sector focuses. 

Through Internship Programs with the University of New Brunswick and the University of Moncton our research team is augmented by outstanding students who focus on investment analysis.

Our team is under-pinned by our client service professionals who are driven to exceed our client’s expectations by being pro-active, highly attentive, and results-oriented advocates for our clients.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.