ABOUT STONEBROOKE ASSET MANAGEMENT LTD.

Stonebrooke Asset Management Ltd. is a privately held investment firm providing discretionary portfolio management services in Ontario & Alberta. Our personalized and common-sense approach to preserving and growing capital means we can deliver a solid investment management experience for our clients. With well-developed capital market experience and high-quality independent research, we make sound investment decisions on our clients’ behalf.

OUR INVESTMENT APPROACH

To successfully manage an investment portfolio, a disciplined, balanced approach to control portfolio risk is essential for long term growth and downside protection. With access to both public and alternative market investment opportunities, we offer a range of investment options tailored to our clients’ risk tolerance.

We structure client portfolios to do three things:

• produce consistent investment returns over the long term,
• preserve capital in down markets, and
• smooth out the ups and downs in volatile times.

Our investment approach has proven to achieve those objectives over the two decades we have been serving our clients.

OUR COMMITMENT TO OUR CLIENTS

We care deeply about forming lasting relationships and building trust with our clients, our team, and our business associates. We are committed to helping our clients achieve their financial goals. Through our relationship with Stonebrooke Private Wealth Management Ltd., we are able to offer complete wealth planning services to help our clients organize and optimize their assets to obtain financial wellbeing.