Innovative Investment Solutions since 2009

The Heirloom Story

Built for a Canadian Family Office in 2009, Heirloom now works with a select group of clients to deliver investment excellence through its institutional-quality investment solutions.

2009

Geoff Dover builds Family Office for Canadian Field-Marsham family

2010

Cross-asset thematic investment strategy deployed

2015

Heirloom spun-out to offer strategy to other family offices

2016

Launched OCIO and Heirloom Fund solutions

2017

Awarded “Hedge Fund Manager of the Year”

2018

Launched Ethical Investing Solution

Awarded “Hedge Fund Manager of the Year”

2019

Launching of Co-Investment solutions