Highstreet Asset Management Inc.
Income Options with the Highstreet Dividend Income Fund

Foundations

Highstreet's investment philosophy and personalized approach are well suited to foundations, endowments, and trusts across Canada with over 1M in investable assets. We combine discretionary money management services with an exceptional level of service. Highstreet offers a comprehensive investment program that addresses your organization's distinct investment, distribution and capital preservation needs.

Highstreet offers foundations:

  • A direct relationship with the investment manager - this is essential to creating a focused and disciplined investment strategy - while paring away the layers of fees inherent in mass-market funds a dedicated, and experienced relationship manager who offers personalized service and guidance
  • Clear reporting & communications including:
    • Concise, easily understood quarterly performance reporting
    • Access to our portfolio managers and investment team
    • Regular attendance by Highstreet personnel at your organization's meetings
    • Invitations to special client events, including annual Investor Conferences, etc.
  • Quarterly and monthly reports from our trustee, RBC Investor & Treasury Services

Portfolios are created using the Highstreet pooled funds. Where the portfolio is $25 Million or more, discretionary segregated accounts are offered.

TEAM

Hodgson
Michael Hodgson, Hons BA, MBA, TEP 
Managing Director, Private Client
Bio

Bruce Sayers
Bruce Sayers, CIM,
Director, Private Client
Bio

Hammond
Mike Hammond, B.Sc., CIM,
Director, Private Client
Bio

 Hammond 
Larry Hazel, CFA., 
Director, Private Client 
Bio

COMMUNITY PARTICIPATION PROGRAM

Highstreet manages investment portfolios for registered charitable organizations and foundations. For each qualifying charitable client over $1 million, Highstreet contributes a donation equal to 10% of our investment management fee. We also participate in many charitable events hosted by our clients as well as other valued community organizations.

We are also committed to increasing capacity within your organization by providing investment education opportunities for staff and volunteers.

 

To learn more about how we help foundations and charitable organizations, contact:

  • Michael Hodgson / (519) 963-8218 / (877) 850-9500 Ext. 8218

  • Bruce Sayers / (519) 963-8237 / (877) 850-9500 Ext. 8237

  • Mike Hammond / (519) 963-8219 / (877) 850-9500 Ext. 8219

  • Larry Hazel / (519) 963-8253  / (877) 850-9500 Ext. 8253