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Newhaven Asset Management Inc.

Address

141 Adelaide Street West
Suite 500
Toronto, Ontario M5H 3L5
(416) 815 - 2277
info@newhavenam.com
www.newhavenam.com

Principal Contacts

Nancy Sicurella
Operations Manager
Tel: (416) 815 - 2272
nsicurella@newhavenam.com

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor

Provinces of Business

  • British Columbia
  • Ontario*
  • United States

* indicates a physical location in this province

Newhaven Asset Management Inc. is an investment management company dedicated to providing specialized advisory services to individuals in Canada and the United States.  

Newhaven strives to develop strong and enduring relationships with its clients and encourages an open dialogue through personal interaction and regular portfolio reviews..  

Newhaven’s portfolio managers take a fundamental investment approach. Valuation, risk, diversification and income generation are the key parameters that Newhaven considers when constructing portfolios. Newhaven utilizes a broad range of investment options to deliver our investment strategy including equities, preferred shares, fixed income and exchange traded funds (ETFs) where appropriate.

Newhaven is keenly focused on working with its clients to help them achieve their financial goals. Each client has a unique financial circumstance and Newhaven’s Portfolio Managers seek to ensure our clients’ individual objectives are addressed by their portfolio construction.

Newhaven is sensitive to the costs associated with managing individual accounts.  We seek to minimize trading and custody costs and Newhaven’s management fees are reasonable.  Newhaven recognizes that all costs, including taxes, have a significant impact on the long-term returns for each client.

Please contact us by phone or email to request further information or to speak with one of our Portfolio Managers.