Launch of Heritage Yorkville Mutual Fund Corporation
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.
Additional Info
- Credentials CIM
- Telephone 647.776.0468
- Email rkamhi@yorkvilleasset.com
- Title Portfolio Manager
Additional Info
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Title
TelPay Inc., Excellence Canada
Retired President and CEO, Alterna Bank
Additional Info
- Credentials CFA MBA P.Eng.
- Telephone 647.776.0730
- Email rfeatherby@yorkvilleasset.com
- Title Fixed Income Portfolio Manager
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Meet the Yorkville team and see what we can do for you.
We look for the very best to add to the Yorkville Team – those who will grow with us over the long term, are driven to excel, thrive in a team environment and can do what it takes to get the job done.
Suite 1240 - 100 Wellington Street West
Toronto, ON
Toronto, ON
For all mutual fund "account-level" inquiry calls (i.e. transfers, account inquiries, etc.) and processing, please contact:
RBC Investor Services Transaction Processing
Tel: 1-888-223-5511
Fax: 1-866-716-2977
Email: cusconc@rbc.com
Mailing Address:
RBC Investor Services
Attn: Shareholder Services
155 Wellington Street West, 3rd Floor
Toronto, ON M5V 3L3
Yorkville’s investment process takes a top-down, macroeconomic driven approach that is supplemented by bottom-up research to locate the best investment opportunities for allocating our clients’ valuable capital.
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