Yorkville Sponsors Drinks on the Links Golf Classic
On Wednesday, June 25th, Yorkville sponsored West Lincoln Memorial Hospital Foundation's Annual Drinks on the Links Golf Classic. Yorkville's sponsorship included Tournament Sponsor, Drinks on the Links Sponsor, and also having the very enjoyable task of manning a wine and cheese table at one of the holes.
The West Lincoln Memorial Hospital Foundation operates exclusively as a non-profit, charitable foundation, raising funds to support the hospital’s medical programs and health services. Their goal is to enable West Lincoln Memorial Hospital to provide quality healthcare services to the 65,000 residents of west Niagara and to meet west Niagara’s changing health care needs now and in the future.
For more information on this foundation and ways to donate, please visit http://www.wlmhfoundation.ca/ee/.
YAM News - March 2014
The March 2014 Newsletter is now available. Enclosed within you will find an interview with Yorkville President & CEO Hussein Amad as he discusses the power of word-of-mouth and strong client relationships in the business development of a boutique. Also discussed is Yorkville's new product development in the upcoming 2014 Calendar year.
A bed of roses: Yorkville’s first annual Ottawa Investment Forecast at the Museum of Nature
This February 26, 2014 marked Yorkville’s first annual Ottawa Investment Forecast, held at the renowned Museum of Nature. Yorkville has been busy working diligently to build a reputation for investment and client service excellence in the Ottawa community since the opening of our office there in 2012.
The evening was a testament to the incredible strides we have made in the area, and to the extraordinary calibre of clients and friends we are fortunate enough to have attracted. Individuals in the room included team members of such invaluable organizations as United Way Ottawa and Algonquin College of Applied Arts and Technology and Queensway Carleton Hospital Foundation.
The night included presentations President & CEO Hussein Amad, Deputy Chief Investment Strategist Raphael Aronowicz and Southbridge Capital Inc’s President Mike Petersen. These discussions covered our overarching investment goals in 2014 and addressed specifically four investment themes Yorkville is positioning to take advantage of:
1. US Banks
2. The US Consumer
3. Luxury Goods
4. Health Care
For a more in-depth review of the core investment themes covered in Yorkville’s 2014 Investment Forecast, please click below to read Yorkville’s March 2014 Perspective by Raphael Aronowicz.
Yorkville celebrates its fourth annual Toronto Investment Forecast at the Gardiner Museum
On February 6, 2014, over 120 influential members of the Ontario community including clients, friends and family of Yorkville gathered at the Gardiner Museum on Queens Park for Yorkville’s fourth annual Investment Forecast.
With a menu designed by the well-known Chef Jamie Kennedy, the evening was one with superior food, libations and live entertainment accompanied by a presentation of Yorkville’s core investment strategies by our portfolio management team. These included discussions by President & CEO Hussein Amad, Deputy Chief Investment Strategist Raphael Aronowicz and Southbridge Capital Inc’s President Mike Petersen. The evening included a market review of 2013 and an insightful examination of Yorkville’s investment focus and plans as we proceed into 2014.
For a more in-depth review of the core investment themes covered in Yorkville’s 2014 Investment Forecast, please click below to read the most recent issue of Yorkville Perspective, by Raphael Aronowicz.
Yorkville the title sponsor for Toronto Rehab Foundation’s On Track to Cardiac Recovery
On Saturday February 22, 2014, Yorkville’s staff, friends and family arrived at Toronto Rehab’s Rumsey Centre in Toronto to sponsor the Foundation’s 11th Annual On Track to Cardiac Recovery walk.
With a welcoming atmosphere and host of activities for children, including face painting and a magician, the event was truly a family affair. Almost $150,000 was raised to contribute to funding Canada’s first Cardiac College– An educational curriculum for those living with Heart Disease at Toronto Rehab’s Cardiovascular Prevention and Rehabilitation Program.
Toronto Rehab Foundation’s aim is to raise funds to support research and inter-professional education for adult rehabilitation in the Canadian Community. For more information on the foundation and how you can support, please visit their website.
Yorkville the VIP Reception Sponsor for Laugh Out Loud
On Saturday, February 8, 2014 Yorkville joined almost 1000 other supporters for Trillium Health Partners Foundation’s Laugh Out Loud Comedy Gala at the International Centre inMississauga.
Yorkville, the proud supporter of numerous organizations across Ontario, committed in July 2013 to becoming the VIP Reception Sponsor for Trillium’s Laugh out Loud event for the next three years, ending 2016.
Yorkville staff, clients and friends gathered for a night of laughter and music, emceed by “Mr. D” star and comedian Gerry Dee, and headlined by the notable Martin Short.
Thanks to the support of many, the event was a tremendous success, raising almost $2.9 million for the Emergency and Urgent Care Program at Trillium Health Partners.
For photos of the evening and for more information on Trillium Health Partners Foundation and the work they are doing to improve health care in Mississauga and the surrounding area, please click here.
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.
Hussein Amad and Yorkville Featured in the Canadian Business Journal
Hussein Amad and Yorkville Asset Management is featured in February's issue of Canadian Business Journal. To see the article, please click here.
Yorkville Asset Management Inc. solidifies its support of the Credit Valley Hospital Foundation
Yorkville Asset Management Inc., a proud supporter of numerous organizations across Ontario, formalized its support of Trillium Health Partners Foundation (formerly The Credit Valley Hospital Foundation and Trillium Health Centre Foundation) this week. Over the next three years, Yorkville has committed to becoming the VIP reception sponsor at Credit Valley Hospital Foundation’s five-star Laugh out Loud event, ending 2016.
For more information, and to view this announcement in full, please click below:
Yorkville Asset Management Inc. solidifies its support of the Credit Valley Hospital Foundation
This offering is for accredited investors only. For information related to the Fund please contact Ralph Desando, Managing Director of Private Investments (rdesando@yorkvilleasset.com / 647-776-7481).
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Operational Review to June 30, 2022
Operational Review to March 31, 2022
Operational Review to December 31, 2021
Operational Review to September 30, 2021
Operational Review to June 30, 2021
Operational Review to March 31, 2021
Operational Review to December 31, 2020
Operational Review to September 30, 2020
Operational Review to June 30, 2020
Operational Review to March 31, 2020
Operational Review to December 31, 2019
Operational Review to September 30, 2019
Operational Review to June 28, 2019
Operational Review to March 29, 2019
Operational Review to December 31, 2018
Operational Review to September 28, 2018
Operational Review to June 30, 2018
Operational Review to March 31, 2018
Operational Review to December 31, 2017
Operational Review to September 30, 2017
Operational Review to June 30, 2017
Operational Review to March 31, 2017
Press Release Re. Acquisition of Provincial Long Term Care's Nursing Home & Retirement Portfolio
Operational Review to December 31, 2016
Operational Review to September 30, 2016
Operational Review to June 30, 2016
Operational Review to March 31, 2016
Operational Review to December 31, 2015
News Release - Southbridge Group of Companies Appoints New CEO
Operational Review to September 30 2015
Operational Review to June 30 2015
Operational Review to March 31, 2015
Operational Review to December 31, 2014
News Release (11/07/2013): Southbridge Health Care Fund Now Available on Canaccord Genuity Platform
News Release (09/04/2013): Southbridge Expands Presence with Eighth Acquisition
News Release (03/01/2013): Southbridge Acquires Seventh Long-Term Care Home in Four Months
News Release (12/05/2012): Southbridge Health Care Fund Acquires Four Additional Homes
News Release (11/13/2012): Southbridge Acquisition of Craiglee and West Park Health Centre Homes
On May 1, 2013, Yorkville announced the forging of an exciting new relationship with Aegon-owned company World Financial Group (WFG). A leading financial services organization in North America, WFG and its thousands of independent advisors offer financial services and solutions from top product providers to individuals and families from all walks of life. Yorkville could not be more pleased that we have been chosen as one of WFG’s product providers, and together we have embarked on an ambitious $1-billion campaign. Please see the attached news release for further details.
If you have any questions regarding the company or the attached information, please don’t hesitate to contact Jillian Wade at jwade@yorkvilleasset.com or 647-776-2007
Yorkville is pleased to announce that the first quarter results of the Southbridge Health Care Fund have been published (please follow the link below). This was the first full quarter the fund has been in operation and results are exceeding expectations. If you are interested to learn more, please contact Ralph Desando at rdesando@yorkvilleasset.com or 647-776-7481.
Southbridge Health Care Fund First Quarter 2013 Update
Yorkville is pleased to now offer client name mutual fund account applications. Please follow the links below to download a PDF version of these forms.
Application For Investment, Retirement Savings & Retirement Income Accounts
Application for Tax Free Savings Accounts
Transfer Authorization for Registered Investments Form
Transfer Authorization for Non-Registered Investments Form
If you have any question on these forms or our funds, please email info@yorkvilleasset.com or call 1-855-776-7480.