The late market cycle presents a difficult challenge. Current investment solutions offered by private banks and traditional investment advisors are anticipated to deliver low returns and high volatility, while also charging tall fees for a non-customized solution.

Heirloom offers flexible, institutional-quality investment solutions to help family offices and high net-worth individuals meet their goals, with investor friendly approaches & strategies to give them peace of mind.

Originally the in-house investment function for a Canadian family, Heirloom Investment Management can help families and UHNWIs preserve and grow their capital over the long-term through its flexible, institutional-quality investment solutions designed for families.

Heirloom’s macro-thematic investment strategy invests across assets classes and geographies and its approach has been used by leading pension plans and sovereign wealth funds for 20+ years. This strategy has been advocated by McKinsey & Company as how all investors should manage their money to generate the best returns over the long-term, offering investors stability and peace of mind.

Find The Investment Solution That Is Right For You

Heirloom supports its clients to create diversified portfolios that preserve and grow their capital. We offer flexible solutions to meet your specific needs. The investment strategy we deploy has been advocated by McKinsey as how all investors should manage their money to preserve and grow their capital over the long-term.

Click on the profile that best describes you and find out more about our different supports.

Meet The Team

Heirloom’s senior management team is comprised of professionals with deep investment, operations, governance and compliance experience with major Canadian, UK and Swiss firms.

Our senior team has experience across Canada, Europe and Asia, with top-tier investment firms, providing us with a global perspective and network, and knowledge of best-in-class operating processes.

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