Yorkville Asset Management

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Yorkville provides an array of boutique services that are centered around investments and estate and trust planning.

Toronto Rehab Foundation is proud to partner with Yorkville Asset Management Inc., evening sponsor of the Harvey’s Back Gala. Yorkville is a client-focused investment firm that offers portfolio and wealth management, financial planning and related advisory services to institutional and accredited investors. They are committed to philanthropic contributions to organizations that are important to them, and that mirror their philosophy and values, like Toronto Rehab.  

Their team of experts tailors investment solutions to meet immediate and long-term financial client needs. They offer access to a full complement of traditional and non-traditional asset classes, through segregated portfolios and mutual funds. By combining best-in-class analytics with insight and ongoing communication with clients, Yorkville’s investment professionals have the experience to provide effective solutions to meet the complex needs of sophisticated investors. 

They are an investment firm that sees every client as unique, echoing Toronto Rehab’s individualized treatment plans for each patient we see. Yorkville believes in discovery through analysis, like Toronto Rehab focuses on discovery. By treating clients as partners in the investment management process Yorkville mirrors how Toronto Rehab collaborates with patients and families to maximize the health care experience.

“We support Toronto Rehab because of their innovative work in stroke rehabilitation. Harvey Strosberg’s incredible recovery is a wonderful example of the vital services Toronto Rehab provides. Harvey overcame incredible challenges through personal determination, but it simply could not have been possible without the exceptionally compassionate and dedicated care he received at Toronto Rehab. The Harvey’s Back Gala was a wonderful celebration of rehabilitation and hope. We were very pleased to partner with the Foundation to help add years to the lives of countless patients.”
– Hussein K. Amad, President and CEO.

Toronto Rehab Foundation is immensely grateful to Yorkville Asset Management for their leadership and support of our successful Harvey’s Back Gala.

Yorkville Asset Management celebrated the launch of Heritage Yorkville Mutual Fund Corporation September 20th with an event at Copper Creek Golf and Country Club.  This golf event recognized the many contributions from the advisor community who offered insight and suggestions into the design of the mutual fund earlier in 2011.  With the valuable contribution of these industry leading advisors, Yorkville has been successful in integrating features and benefits that will appeal to broad range of retail investors.  In addition, the golf event recognized the efforts of several major partners in creating the mutual fund including operational support providers, law firms, and major banks.  This years event was graciously sponsored by National Bank, RBC Dexia, Bank of America Merrill Lunch, BLG, Southbridge , KPMG, J.P. Morgan, CanOne Resource Fund, and Garfinkle Biderman LLP.

Beginning now, you can offer your retail clients the kind of sophisticated asset allocation and risk management strategies that institutions and high net-worth individuals have relied on to grow their wealth. Yorkville Asset Management’s principals collectively bring years of successful wealth management experience serving institutions, mutual funds and affluent investors.

Ruben is the Portfolio Manager for Yorkville's equity portfolios and a member of the Investment Committee.  He brings over fifteen years of investment and banking experience at major Canadian banks and financial institutions.  Most recently Ruben was the Investment Strategist at a medium sized hedge fund in Toronto, and prior to that role had worked for a leading wealth management firm advising high net worth families on portfolio investment strategies.  

Ruben is a graduate of Schulich School of Business at York University with a major in Finance.  He holds the Chartered Investment Manager (CIM) designation and has successfully completed his Derivatives Fundamentals and Options Licensing course.  

Hussein Amad is co-founder of Yorkville Asset Management and serves as President and CEO. Hussein brings over 20 years of investment and banking experience in senior positions at major Canadian and international banks. Prior to joining Yorkville, Hussein was the Chief Investment Strategist and member of the Board of Directors at UBS Investment Management Inc. Hussein has also served as National Director of the Institutional Portfolio Group at Scotia Cassels Investment Counsel, a subsidiary of Scotiabank. Hussein is an award winning instructor at the University of Toronto where he lectures in the area of Enterprise Risk Management.

 

Gary has been Chairman since October 26, 2012. Gary is best known as a visionary and a builder of top management teams. Among his many accomplishments, Gary spearheaded the creation of Alterna Bank of Canada, and the successful merger of CS CO-OP and Metro Credit Union to create the new entity Alterna Savings and Credit Union. Under his stewardship, Alterna rose to 'top of mind' recognition nationally, as an industry leader.

Gary was instrumental in achieving legislative change at both the provincial and federal levels as it
pertains to the financial services industry. He has been an active spokesperson for industry vision and regulatory change, and has appeared before House of Commons Committees and Senate Committees.

In March 2007, Gary Seveny retired as President and Chief Executive Officer of Alterna Bank of Canada and Alterna Savings and Credit Union, both headquartered in Ottawa with operations in west Quebec and throughout Ontario; a career that spanned 35 years. Gary remains active in business, currently a founder of the Odawa Group Inc., actively planning the creation of a new Canadian bank that will be focused on infrastructure lending. His devotion to community work remains impressive, having added additional Boards and Foundations to his roster.

Gary’s awards and industry recognitions include the Community Builder Recognition (United Way Ottawa, 2007), the Business Person of the Year – Silver Award (Ottawa Chamber of Commerce, 2002), the Co-operative Lifetime Achievement Award (Ontario Co-operative Association, 2003) and the Angel Award (Fay Bisaillon Memorial Fund, 2004).

Gary has been an active member of his community. Professional, philanthropic and board affiliations include:

  • TelPay Board of Directors, 2007 - current
  • Excellence Canada, Board of Directors 2001 - current
  • Bruyère Foundation Board 2008 - current
  • Cooperative Development Foundation, 2007 - 2013
  • Funeral Co-operative of Ottawa 2010 - 2012
  • 3Vista Board of Directors, 2007 - 2008
  • Ottawa Cancer Survivor Park 2005 - 2008
  • University of Ottawa, Telfer School of Management Adv. Board, 2002 - 2008
  • United Way Ottawa Board of Directors, 2000 - 2007
  • Ottawa Regional Cancer Foundation, 1998 - 2007
  • Rideau Club, Membership Committee, 2003 - 2005
  • Canadian Payments Association, 1988 - 2004
  • Association of Ontario Credit Unions, 1990 - 2004
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