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.