The Heirloom Story
Built for a Canadian Family Office in 2009, Heirloom now offers its Alternative Investment expertise more broadly to help investors strengthen their portfolios.
2009
Geoff Dover builds Family Office for Canadian Field-Marsham family
2015
Heirloom spun-out to offer investment strategy to external investors
2016
Launched Alternative Investment Capability
2018
Awarded “Hedge Fund Manager of the Year” by MEA Markets.*
2019
Launched Co-Investment solutions Awarded “Hedge Fund Manager of the Year” by M&A Today.*
2020
Launched Alternative Yield + Legal Lending Funds. Awarded “Best Boutique Investment Firm” by MEA Markets.*
2021
Awarded “Hedge Fund Manager of the Year” by Global 100.*
2021
Received Performance Awards from Preqin and Barclayhedge in August, October and November 2021.*
2022
Received Performance Awards from Preqin and Barclayhedge in January and December 2022.*
*No compensation was paid to any entity to be considered for any of the above-mentioned awards.