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Gluskin Sheff + Associates Inc.


Bay Adelaide Centre, 333 Bay Street, Suite 5100
Toronto, Ontario M5H 2R2
(416) 681 - 6000

Principal Contacts

Jim Bantis
Executive Vice-President, Client Wealth Management
Tel: (416) 681 - 6000

Client Minimums

Private: $3,000,000
Institutional: $3,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - Other

Provinces of Business

  • Alberta*
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Quebec
  • Saskatchewan
  • Northwest Territories
  • Yukon
  • United States
  • International - Non-North American

* indicates a physical location in this province

Firm Overview

Gluskin Sheff is an independent wealth management firm that manages portfolios for high net worth investors, including entrepreneurs, professionals, family trusts, private charitable foundations, and estates. We also serve a select number of institutions as clients.

Founded in 1984 and focused primarily on high net worth private clients, Gluskin Sheff is dedicated to meeting the needs of our clients by delivering strong, risk-adjusted investment returns together with the highest level of personalized service. Since 1984, Gluskin Sheff has pursued investment strategies that set us apart from other investment firms. Today, we offer a diverse platform of investment strategies across equity, alternative, credit and fixed income asset classes.

Our investment interests are directly aligned with those of our clients, as Gluskin Sheff’s management and employees are collectively among the largest client of the Firm’s investment portfolios.


Gluskin Sheff became a publicly traded corporation on the Toronto Stock Exchange (symbol: GS) in May 2006 and remains 17% owned by its senior management and employees. We have public company accountability and governance with a private company commitment to innovation and service.

Investment Philosophy

Today our investment philosophy is rooted in the following principles:

Diverse investment strategies. We build client portfolios that are diversified across asset classes and geographies, with a complementary mix of Canadian, U.S. and international equity alternative and global  fixed income investment strategies.

Focus on absolute returns. Rather than focusing on benchmarks and relative returns, our investment approach seeks to deliver positive returns with low volatility over an investment cycle.

Factor in “bottom-up” and “top-down” analysis. We have a history of insightful bottom-up security selection based on fundamental analysis and in-depth research. We marry this rigorous security analysis with the top-down macroeconomic analysis of our Asset Mix Committee and our Chief Economist & Strategist, David Rosenberg.

Invest with conviction. We build concentrated portfolios that reflect our best thinking so that our clients benefit from the ideas in which we have the highest conviction.


What Sets Us Apart

A history of excellence  Since 1984, Gluskin Sheff has strived to provide discerning investors with an exceptional level of personalized service and strong risk-adjusted investment returns. Pursues a bottom-up approach to investing Customizes investment plans to our clients’ needs.

Our culture of innovation  We pursue innovative approaches to wealth management and offer a diverse platform of investment strategies.

Long-term track record  Our long-term record has inspired the trust and confidence of our clients.

Prudent risk management   We take a holistic approach to risk management, with our Client Wealth Management and Investment Management teams managing investment risk on behalf of our clients in different yet complementary ways.

Aligned with our clients  Our management and employees invest a substantial portion of their own wealth alongside that of our clients.  Collectively, we are among the largest investors in our own portfolios. We are also the shareholders of our Firm. Finally, we partner with our clients through performance-based fees, which are earned only when we exceed pre-specified performance benchmarks for their investments.

Attentive service, tailored to our clients’ needs  Each client relationship and portfolio is managed by a devoted group of individuals from the Client Wealth Management team who are always available to answer questions about our clients’ portfolio.

Industry leaders Gluskin Sheff has a well-earned reputation for leadership and innovation founded on the deep talent, ideas and experience of our Investment Management and Client Wealth Management teams, which includes former CEOs presidents of established financial institutions.


Reporting & Communication with Clients

Each client relationship and portfolio is managed by a devoted group of individuals from the Client Wealth Management team who are always available to answer questions. In addition, we offer:

  • One-on-one portfolio review meetings with our Client Wealth Management team and members of our Investment team;
  • Detailed monthly and quarterly portfolio reporting via our online Client Portal;
  • Quarterly conference call and webcast updates;
  • Educational events and semi-annual investor presentations;
  • Written market commentary from David Rosenberg, Chief Economist & Strategist, and our portfolio managers.


Safeguarding of Investor Assets

All client assets are held in trust at an independent third party custodian. Gluskin Sheff never takes custody of any client assets.