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Checkmark Investing™
Heathbridge Capital Management believes in a long-term approach to portfolio management. We call our investment philosophy "Checkmark Investing™". The firm's founders distilled this discipline from first-hand observation of the best and worst practices of the money management industry in North America.
Our approach to investing is conservative. While preservation of capital is a prime consideration, we have generated excellent long-term returns.
Heathbridge Capital Management provides discretionary money management to individuals and foundations. Our clients range from successful entrepreneurs to retirees to Bay Street professionals who admire our investment discipline. In Canada, our clients reside in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick and Nova Scotia.
We offer customized, segregated portfolio management tailored to each client's requirements and risk tolerances. We review and rebalance each portfolio at least quarterly.