Our clients have outgrown working with financial advisors who recommend products and act as third-party distributors. When you work with First Avenue, you are hiring professionals with experience and distinct expertise for every aspect of your wealth. You work directly with the team responsible for making all investment decisions. We are available and accountable to you at all times. We do not receive commissions or trailer fees for investment management, eliminating any potential for conflicts of interest or biased advice.
We have great conviction in how we manage portfolios. First Avenue employees invest alongside our clients, using the same investment strategy in their personal portfolios. Our own families’ financial security is directly aligned with our clients.
Your portfolio manager at First Avenue is a fiduciary. That means we have a duty to act with care, honesty and good faith, always in the best interest of our clients. Investment decisions must be independent and free of bias. As fiduciaries, we are held to the highest professional standards, level of education and experience in the investment industry.
SECURITY & SAFEKEEPING OF ASSETS
First Avenue, its portfolio managers and all employees of the firm are registered with and monitored by the Ontario Securities Commission.
We have chosen Raymond James Ltd as our preferred custodian to provide safekeeping of assets, online access and audited account statements to our clients. The custodial firm reporting to you is independent of the firm managing your portfolio. Clients receive boutique investment management and family office services combined with the security of one of North America’s most sound financial institutions.