Focus Asset Management

Founded in 2009, Focus Asset Management is a multi-generational partnership dedicated to long-term capital growth, capital preservation via asset class diversification, and world-class financial advice. Our team of professionals has managed investment portfolios through the most turbulent periods of the last 30 years, and we are passionate about helping our clients find the best solutions to meet their financial needs.

Our Team

The Focus team represents diverse experience and broad expertise, resulting in a dynamic mix of talent that is focused on a single goal: achieving results. Our team includes dedicated financial planners, world-class asset managers, and experienced professionals from various fields, all working together to help our clients meet their financial goals.

• James Stellick, Managing Director, Client Advisory
• Andreea French, Managing Director, Strategy & Operations
• Ted Conrod, President
• Greg Thompson, Executive Chairman
• John Kustec, Senior Vice President, Client Advisory
• Ling Chhor, Senior Manager, Client Advisory
• Jeff Hales, Managing Director & Portfolio Manager, Investment Management
• Winnie Tong, Associate Vice President, Client Advisory
• Michael Kosmalski, Managing Director & Portfolio Manager, Investment Management
• Nick With-Seidelin, Analyst, Investment Management
• Yuliya Hrymaliuk, Manager, Operations
• Ryan Falcone, Associate Vice President, Client Advisory
• Sinead Quinless, Office Manager
• Stephen Joakim, Director, Operations & Compliance
• Olivia Tsetsos, Associate, Client Advisory
• Justin Ferlito, Associate, Investment Operations
• Sabrina Medeiros, Associate, Investment Operations

Investment Strategies

We offer a diverse mix of investment strategies across multiple asset classes. An investment portfolio can be customized to meet your specific financial targets, volatility tolerance, and liquidity preference. Our investment strategies include:

• Infrastructure & Real Assets
• Private Debt
• Absolute Return
• Core Equity
• Dividend Equity
• Fixed Income
• Credit Opportunities

Our team of world-class asset managers has the expertise and experience to manage investment portfolios across various asset classes, providing a broad range of advice and investment products. We are stewards of capital with an evolving view of the world and the factors that impact your investments.

Insights

Keep up to date with unique perspectives on the latest market trends, strategies, and more. Our team regularly shares insights and market updates to help our clients stay informed about the investment world. Our insights include market analysis, economic forecasts, and investment strategies, as well as articles and commentary on timely topics.

At Focus Asset Management, we are committed to building wealth quietly, providing world-class financial advice, and long-term growth of capital. Our team of experts have helped individuals, families, and foundations achieve their financial goals and find the best solutions for their unique needs for over 30 years. Trust is at the core of every decision, and we work with families and foundations in one of three capacities: full range of family office services and advice, including investment portfolios, investment portfolios diversified across multiple asset classes, or access to any one of our individual investment funds.