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First Avenue Investment Counsel Inc.
Address
1819 Yonge Street
Toronto,
Ontario M4S 1X8
(647) 933 - 0069
info@firstavenuecounsel.com
www.firstavenuecounsel.com
Principal Contacts
Kash Pashootan
CEO
Tel: (647) 933 - 0065
kpashootan@firstavenuecounsel.com
Client Minimums
Private: $1,000,000
Institutional: $5,000,000
Types of Accounts Managed
- Private Individual / Investor
- Family Office
- Institutional Investor - Other
Provinces of Business
- Alberta
- British Columbia
- Ontario*
- Quebec
* indicates a physical location in this province
About US
DIRECT RELATIONSHIPS
Our clients have outgrown working with financial advisors who recommend products and act as third-party distributors. When you work with First Avenue, you are hiring professionals with experience and distinct expertise for every aspect of your wealth. You work directly with the team responsible for making all investment decisions. We are available and accountable to you at all times. We do not receive commissions or trailer fees for investment management, eliminating any potential for conflicts of interest or biased advice.
ALIGNED INTERESTS
We have great conviction in how we manage portfolios. First Avenue employees invest alongside our clients, using the same investment strategy in their personal portfolios. Our own families’ financial security is directly aligned with our clients.
FIDUCIARY RESPONSIBILITY
Your portfolio manager at First Avenue is a fiduciary. That means we have a duty to act with care, honesty and good faith, always in the best interest of our clients. Investment decisions must be independent and free of bias. As fiduciaries, we are held to the highest professional standards, level of education and experience in the investment industry.
SECURITY & SAFEKEEPING OF ASSETS
First Avenue, its portfolio managers and all employees of the firm are registered with and monitored by the Ontario Securities Commission.
We have chosen Raymond James Ltd as our preferred custodian to provide safekeeping of assets, online access and audited account statements to our clients. The custodial firm reporting to you is independent of the firm managing your portfolio. Clients receive boutique investment management and family office services combined with the security of one of North America’s most sound financial institutions.