77 Bloor Street West, Suite 1104 Toronto, Ontario M5S 1M2
Bridgeport Asset Management is an independent wealth management firm that offers comprehensive planning advice alongside best-in-class discretionary investment management services.
Access to a Whole New World Of Investing
We offer our clients access to a truly diversified and innovative asset mix with the aim of maximizing investment returns, while minimizing portfolio volatility. Providing access to a whole new world of investing allows our clients to lessen their reliance on publicly traded stock and bond markets and plan for the future with confidence.
We have a team of professionals dedicated to helping meet your goals.
In 2007, after spending over a decade as a principal at a Toronto-based private equity firm, I founded Bridgeport Asset Management.
A chartered accountant by trade with several years of experience in investment banking and business valuation, I launched Bridgeport with one simple but foundational idea: the firm would manage other people’s wealth the exact same way I wanted my own wealth to be managed.
What does this approach to wealth management look like? Here are the three key principles that guide Bridgeport:
We’re an independent firm: our sole obligation is to help our clients succeed. We provide conflict-free and objective wealth management advice.
We align our interests with our clients by investing with them in Bridgeport’s portfolios.
We are first and foremost investors. We take a long term, fundamental approach and conduct rigorous research for all our investments, whether they are individual stocks and bonds or investments in private assets.
With these guiding principles in mind, I started managing my own personal capital in 2007. Gradually, business colleagues, friends and family came forward and asked if I would manage their wealth using the same philosophy. At that point, the seeds were sown for Bridgeport. For 15 years, Bridgeport’s investment approach has resonated with other like-minded investors.
Through word of mouth and referrals, Bridgeport has continued to grow its client base and investment team, providing exceptional service, conducting in-depth investment research, and generating strong risk-adjusted returns.
As an investment boutique catering to high-net-worth individuals and families, Bridgeport remains firmly committed to the principles behind its inception. By helping investors build long-term wealth through our highly focused, research-driven mandates, we help our clients approach their financial future with confidence.
A paradigm shift in wealth management.
Over the years we have evolved our investment offerings. Today we are on the forefront of wealth management in Canada by providing our investors with access to both public and private assets. Our extensive private asset offerings, previously reserved for large institutions, enable our investors to diversify in a meaningful way and reduce risk and volatility.
President & Chief Investment Officer
WHO WE WORK WITH
We are committed to providing you with
the highest level of service through our
strong relationships with leading
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