Advisors - Yorkville Asset Management

June 22, 2016

Yorkville Fund Fact Sheets for CRM-2 Requirements

The Canadian Securities Administrators have implemented amendments to mutual fund prospectus disclosure rules for pre-sale delivery of Fund Facts. Under the amendments, the most recently filed Fund Facts will have to be delivered to a purchaser before a dealer accepts an instruction for purchase. This delivery requirement will apply to all initial purchases, including both full service accounts and order execution-only accounts.

Advisors can click the link here to access all Yorkville Fund Fact Sheets and print the appropriate documents as required.

Published in News

March 01, 2016

Yorkville Sponsors 4th Trillium Health Partner Foundation's LOL Gala

Yorkville Asset Management joined almost 1,000 other supporters, on Saturday February 27th , as the VIP reception sponsor for the Trillium Health Partners Foundation’s annual Gala in Mississauga.

This is Yorkville’s 4^th consecutive year sponsoring the foundation gala, dating back to 2013, when Yorkville became the VIP Reception Sponsor for Trillium’s Laugh Out Loud event. This year’s event was hosted by acclaimed hometown comedian Russell Peters and Jessica Holmes who managed to lead a successful night of laughter and music. The event raised almost $950,000 for the Mental Health Program at Trillium Health Partners. To date, the Laugh Out Loud event has raised over $7.5 million in support of Trillium Health Partners Foundation.

To find out more about Trillium Health Partners Foundation, the work they are doing to improve health care in Mississauga and the surrounding area, please visit trilliumgiving.ca

To see more photos of the evening please visit LOL Flickr gallery.

For more details on Yorkville’s commitment to Trillium and for commentary by Yorkville President CEO Hussein Amad on Yorkville’s dedication to charitable giving, please see the 2013 announcement here.

Published in News

March 31, 2016

News YHCOO

Written by Super User

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Published in Investments and Funds Articles

March 31, 2016

News YHCOF

Written by Super User

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2016-03-30 - Government Budget Implications -Mutual Fund Corporation

Published in Investments and Funds Articles

March 31, 2016

News YHCOA

Written by Super User

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Published in Investments and Funds Articles

October 28, 2015

Celebrating Yorkville's 5th Anniversary in the Nation's Capital

Celebrating the company’s 5^th Anniversary, Yorkville Asset Management wanted to recognize the contribution of its clients in Ottawa. An important market for the company, several Yorkville’s loyal charitable foundation clients call Ottawa their home base.

The prestigious E18hteen Restaurant, located in the Byward Market in downtown Ottawa, created a spectacular pairing menu to be accompanied by fine wines selected from Bordeaux, Burgundy and Champagne. Guests heard Hussein Amad, Yorkville’s CEO, address market conditions and were treated to an exquisite violin performance.

Prominent local members of Yorkville’s Business Advisory Group such as Gary Seveny, Jeffrey Dale and Stephen McDermott were happy to share their thoughts on Yorkville and discuss the charitable contributions the company has made locally. Since 2010 Yorkville's collective national charitable contributions and bursaries have exceeded $500,000.

Published in News

September 17, 2015

Celebrating Five Years at Yorkville's Third Annual Wine Tasting

Hosting its third annual Vintage Wine Tasting at Toronto'a Shangri-La Hotel, Yorkville again created an atmosphere for clients to share, connect and learn more about financial markets, and to celebrate its fifth anniversary. Offering a mid-year update on Yorkville’s Portfolios, CEO Hussein Amad was joined onstage by Fixed Income Portfolio Manager, Robert Featherby, and Investment Analyst, Jillian Wade, in a light-hearted and entertaining panel discussion.

Many special guests such as Dr. Lyle Oberg (past Minister of Finance, Alberta and member of Yorkville's Business Advisory Group) were in attendance, as Yorkville presented its latest approach to investing in healthcare opportunities. In addition to the stunning atmosphere provided by the Shangri-La Hotel, three expert wine hosts were onsite specifically to match food station selections with exclusive vintage wines and to offer food pairing advice. Featured wine included rare “grower-champagnes” and rare single vineyard Burgundy selections. This special evening featured several wines of which only a few cases were imported to Canada.

Published in News

November 13, 2015

Yorkville Sponsors WLMH Foundation's National Philanthropy Day Celebration

Yorkville sponsored and attended for the fourth year in a row the West Lincoln Memorial Hospital (WLMH) Foundation's National Philanthropy Day Celebration which took place on Thursday November 12 at the Casablanca Winery Inn in Grimsby, ON. With over 100 guests in attendance the Hospital and Foundation were honoured to pay tribute to the community philanthropists supporting WLMH.

Yorkville also provided the keynote speaker for the evening, Ms. Hélène Campbell. At only 24 years of age, she is a double lung transplant recipient and told the audience her ‘lung story’ and her appreciation and deep gratitude for donors … organ donors but also donors who enable medical research, advanced equipment and technology, and the many tools needed by a healthcare team to save a life such as hers.

To read more about the foundation and ways to donate, please visit http://www.wlmhfoundation.ca/ee/

To read more about Hélène's incredible story and her cause, please visit https://www.facebook.com/alungstory/

And finally, to learn more about how you can register as an organ donor, please visit https://beadonor.ca/

Published in News

November 16, 2015