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Thornmark Asset Management Inc.

Address

119 Spadina Ave, Suite 701
Toronto, Ontario M5V 2L1
(416) 204 - 6200
Toll Free: (877) 204 - 6201
info@thornmark.com
www.thornmark.com

Principal Contacts

Daniel Bain
CEO / Chief Investment Officer
Tel: (416) 204 - 6211
dbain@thornmark.com

Client Minimums

Private: $150,000
Institutional: $3,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • New Brunswick
  • Ontario*
  • Quebec

* indicates a physical location in this province

Thornmark Asset Management Inc. is an independent wealth manager focused on North America asset management for individuals and institutions.  Over 25-years of experience uniquely qualifies Thornmark to balance wealth creation with capital preservation.  Thornmark provides highly personalized client service along with strong risk-adjusted returns.

 

Investment Philosophy Protects Wealth

Developed in the early 1990’s, Thornmark’s tactical Value-ShiftTM investment philosophy is designed to reduce risk (equity exposure) around recessions and increase risk during economic expansions.  This tactical approach helps to avoid large larges associated with strategic or index investing, providing clients with smoother wealth accumulation.

 

Client Services are Personalized

Every client has unique goals and priorities.  We work with clients to build personalized wealth management plans.  Realistic and achievable plans allows clients to sleep soundly with confidence in their financial outlook.  Thornmark doesn’t provide tax, insurance and legal advice but relationship with experts in those fields ensures a holistic approach to wealth planning and management.  Quarterly consolidated household reporting provides comprehensive information to gauge performance and progress towards plan goals.

 

Client’s Investments are Secure

All clients’ assets are held in trust with an independent third party custodian (usually National Bank of Canada). Thornmark never takes custody of client assets and indeed, clients do not write cheques to Thornmark.  The Thornmark Investment Funds are audited by Deloitte Global, a leading global audit company.  Independence provided by segregation of client assets and audit accountability by a global leader provide the highest level of protection for clients’ assets.

 

Thornmark Interests Aligned with Clients

Thornmark’s investment interests are properly aligned with our clients.  Thornmark’s management team invests in the Thornmark Investment Funds collectively with our clients and is incentivized to growth wealth and penalized for losses.  At Thornmark the client always comes first.