Business Details
18 Years
experience
Your Trusted Investment Partner in Toronto
Ridgewood Capital is a distinct investment management firm founded in 2008, built on principles of growth, client-centric relationships, and conservative financial strategies. Our team of seasoned professionals brings decades of industry experience, offering personalized investment solutions tailored to high-net-worth individuals, foundations, institutions, and Indigenous clients. We prioritize long-term capital protection and growth, maintaining a hands-on approach through direct client engagement and active portfolio management. Our expertise spans equity and fixed-income portfolio management, with a focus on aligning investment strategies with individual client goals.As a firm, we limit client relationships to ensure dedicated service, combining traditional investment approaches with modern market insights. Our commitment extends beyond finance through community initiatives, including scholarships and partnerships supporting Indigenous education and financial literacy. With over $1.9 billion in assets under management, we remain dedicated to transparency, ethical practices, and delivering consistent value to our clients.
Services
Investment Management
Portfolio Management
Equity Portfolio Management
Fixed-Income Portfolio Management
Indigenous Community Investments
Foundation & Institutional Services
Mutual Fund Management
Client Mandate Planning
Details
- Year established: 2008
Highlights and features
- We offer over 20 years of combined leadership experience in investment management.
- Our team includes CFA Charterholders with expertise in equity and fixed-income portfolios.
- We maintain a client-first approach with personalized investment strategies.
- Our firm manages $1.9 billion in assets with a focus on conservative growth.
- We provide tailored financial solutions for Indigenous communities since 1998.
Services
Investment Management
Ridgewood Capital provides comprehensive investment management services focused on long-term growth. Our approach combines conservative financial strategies with active market analysis to optimize client portfolios. We tailor solutions for high-net-worth individuals, foundations, and institutions, ensuring alignment with specific financial goals and risk tolerance levels.
Indigenous Community Investments
Specialized investment services for Indigenous communities since 1998, combining financial management with cultural understanding. We offer capacity-building programs, educational support, and customized portfolio strategies to help communities achieve sustainable financial growth and independence through long-term partnerships.
Mutual Fund Management
Active management of mutual funds including the Ridgewood Tactical Yield Fund and bond funds. Our strategies focus on income generation and capital appreciation through diversified Canadian and international securities, with transparent reporting and risk-adjusted investment decisions tailored to investor profiles.
Equity Portfolio Management
Expert equity portfolio management led by CFA Charterholders with decades of experience. We employ fundamental analysis and market trend evaluation to build diversified equity positions, balancing growth potential with risk management for both individual and institutional clients.
Fixed-Income Portfolio Management
Comprehensive fixed-income solutions managing over $1.9 billion in assets. Our team specializes in bond market analysis, credit evaluation, and interest rate forecasting to create stable, income-generating portfolios that preserve capital while meeting clients' liquidity needs.
People
John H. Simpson
Founding Partner and Managing Director
Co-founder with 40+ years in investment management, former Fidelity Canada president. CFA Charterholder holding MBA from University of Windsor, actively supports breast cancer charities and serves on university advisory boards.
Paul W. Meyer
Founding Partner and Managing Director
Co-founder and investment leader with 20+ years' experience from CT Investment Counsel and Mulvihill Capital. CFA Charterholder graduated from University of Toronto, actively involved in Parkinson's Canada fundraising.
Mark J. Carpani
Partner and Senior Vice President, Fixed Income
Fixed income expert with 20+ years in bond markets, former Mulvihill vice president. CFA Charterholder specializing in money market investments and portfolio management strategies for institutional clients.
Jennifer Zabanah
Vice President Equities
Portfolio manager with extensive structured products experience, former Canada Trust Treasury department member. CFA Charterholder from University of Toronto, specializing in equity analysis and client-focused investment solutions.
Robert Cruickshank
Vice President
Investment industry veteran with 30+ years' experience, former portfolio manager at Canada's oldest investment counseling firms. Holds CFA and CIM designations, specializing in high-net-worth client solutions and institutional investments.
Questions
What investment services does Ridgewood Capital offer?
We provide equity and fixed-income portfolio management, mutual fund services, Indigenous community investments, and tailored solutions for foundations and high-net-worth individuals.
What is the minimum investment requirement?
Our minimum relationship requirement is $1 million for private investor portfolios, ensuring personalized service and dedicated portfolio management attention.
How does Ridgewood approach risk management?
We employ conservative growth strategies with active portfolio adjustments based on market conditions, using client-specific risk profiles to guide investment decisions.
Do you serve Indigenous communities?
Yes, we've specialized in Indigenous community investments since 1998, offering financial literacy programs, capacity building, and customized portfolio strategies.
What experience does your team have?
Our leadership team includes CFA Charterholders with combined decades of experience from major institutions like Fidelity Investments and Canada Trust subsidiaries.
