Our Guiding Principles:

Trust

Integrity

Performance

Our Continuing Mission:

"To provide first-class investment management services with skill, professionalism and the highest ethical standard "

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Our People

Jim Huang, CFA, CPA, President

Mr. Huang is a senior investment industry executive with over 30 years of experience in financial management, operational oversight and regulatory compliance. He is a energetic, strategic, results-driven team player and leader with excellent communication, inter-personal and decision-making skills.

Having graduated from the University of Toronto with a Bachelor of Commerce (High Distinction), Jim started his career in Calgary, Canada with BBN James Capel Inc. (part of HSBC Group) and FirstEnergy Capital Corp. He returned to Toronto to join the investment division of Sun Life of Canada.  Later he became a Vice President and Portfolio Manager at Natcan Investment Management Inc. and its predecessor Altamira Management Inc. (part of National Bank of Canada). Most recently he successfully founded and grew an independent asset manager serving institutions and high net worth individual clients.

Jim has developed strong relationships in the Canadian market, particularly within the resource and energy sectors.  A number of the investment funds he managed achieved  industry-leading performance and won positive press coverage. As lead or co-manager while working at Natcan/Altamira, Jim has managed over $2 billion in mutual funds and institutional assets, including all of the resource and equity income products in the firm. He has also managed numerous resource flow through funds, mutual funds, pooled funds, hedge funds  and a Labour Sponsored Investment Fund. 


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