Business Details
20 Years
experience
Trusted Investment Management Services in Toronto
Newhavenam is a Canadian investment management firm dedicated to providing advisory services through separately managed accounts. Founded in 2006, we combine over four decades of industry experience with a focus on fundamental investment strategies to deliver stable, sustainable total returns. Our approach prioritizes high-quality, dividend-paying securities, emphasizing long-term income growth and risk-adjusted performance. We control risk through meticulous security selection rather than asset mix decisions, creating portfolios with similar risk levels but higher expected returns compared to traditional balanced portfolios. Our commitment to tax efficiency is demonstrated through minimal turnover and strategic dividend maximization, deferring capital gains taxes for clients.We maintain management fees below 1%, ensuring cost-effective solutions while maintaining exceptional service standards. Our personalized approach begins with comprehensive client consultations to align portfolio construction with individual financial goals. Regular communication and market updates keep clients informed, fostering trust during volatile periods. We measure success through client achievement of financial objectives, supported by a team of Chartered Financial Analysts and industry veterans. Our focus on Canadian equities with global exposure provides clients with diversified opportunities while minimizing currency risk.
Services
Investment Advisory
Portfolio Management
Tax-Efficient Strategies
Dividend Growth Strategies
Risk Control
Details
- Year established: 2006
Highlights and features
- We offer 40+ years of combined portfolio management experience
- Our tax-efficient strategies minimize capital gains through low turnover
- Personalized portfolio construction aligns with individual financial goals
- Management fees never exceed 1% with tax-deductible benefits
- Regular client communication ensures complete portfolio transparency
What people say
Exceptional service
Steady reporting
Prompt responses
Tax-efficient strategies
Personalized approach
Services
Investment Advisory
Our investment advisory services focus on creating customized portfolios aligned with client objectives. We employ fundamental analysis to select high-quality dividend-paying securities that provide stable income streams. Our approach emphasizes long-term capital preservation while maintaining competitive returns through strategic security selection rather than asset allocation shifts.
Portfolio Management
We offer comprehensive portfolio management with concentrated holdings of 20-30 equity positions. Our strategies emphasize Canadian equities with global exposure, focusing on companies with sustainable competitive advantages. This approach minimizes turnover while maximizing tax efficiency through deferred capital gains realization across market cycles.
Tax-Efficient Strategies
Our tax-efficient strategies leverage dividend income over interest income to reduce tax liabilities. We implement low-turnover portfolios that defer capital gains taxes indefinitely while maintaining competitive returns. This approach particularly benefits clients in taxable accounts seeking to maximize after-tax income.
Dividend Growth Strategies
We specialize in dividend growth strategies that prioritize companies with consistent dividend increases. Our focus on Canadian market leaders in financials, utilities, and consumer staples provides clients with stable income streams that grow over time. This approach delivers lower volatility compared to broad market indices.
Risk Control
Our risk control methodology focuses on security selection to maintain portfolio stability. We emphasize companies with strong balance sheets and sustainable business models to create portfolios with 10% average annual volatility. This approach preserves capital during market downturns while maintaining growth potential for long-term financial goals.
People
Stephen T. Moore
Founder and Executive Chairman
With 40 years in securities, Stephen founded Newhaven in 2006 after leadership roles at major firms. He holds economics and MBA degrees from Queen's University, bringing extensive industry expertise to our investment strategies.
Ryan Bushell
Chief Executive Officer
As CEO, Ryan leads our investment team with 15+ years of experience managing portfolios exceeding $1 billion. A CFA charterholder, he contributes regularly to major financial media outlets and holds finance credentials from Western Ontario University.
Frances Connelly
Portfolio Manager
Frances brings 40 years of investment experience, managing both institutional and individual portfolios. A CFA charterholder with Queen's University credentials, she specializes in risk management across multiple asset classes for our clients.
Rebecca Teltscher
Portfolio Manager
Rebecca contributes 15 years of global asset management experience, previously leading diversity initiatives in finance. A CFA charterholder from Concordia University, she focuses on multi-asset class strategies and responsible investing practices.
J. Patrick L. Magee
Portfolio Manager
Patrick manages dividend-focused portfolios with 20+ years of experience. A CFA charterholder holding economics and MBA degrees, he previously oversaw mutual funds specializing in income-generating equities for diverse client portfolios.
Questions
What investment approach does Newhaven use?
We focus on fundamental analysis of dividend-paying companies with sustainable business models and growth potential.
How are management fees structured?
Our fees never exceed 1% annually and are tax-deductible for taxable accounts.
What geographic markets do you focus on?
Primarily Canadian equities with strategic US exposure in underrepresented sectors.
How do you control portfolio risk?
Through security selection rather than asset allocation, maintaining 10% average annual volatility.
What services do you offer individual investors?
Customized portfolio management with personalized consultations and regular client communication.
How do you handle tax efficiency?
By minimizing turnover and prioritizing dividend income over interest income for tax advantages.
