About Fieldhouse
For over 10 years Fieldhouse has delivered our clients tailored investment solutions guided by our global market knowledge.
Our Mission
A passion to perform and protect
We put your trust and investment needs first. Between our client focused approach, and our investment know-how, you can expect portfolio solutions that focus on your personalized investment needs and objectives.
Fieldhouse provides you with viable wealth management solutions. We help individuals and families execute financial plans to protect and grow their wealth.
Our adaptive, hands-on, portfolio management style means we can offer you investment solutions ranging from those focused on principal protection to those seeking above average risk adjusted returns.
Your Trusted Partner
We value our client’s trust in Fieldhouse above all else. Through teamwork, integrity and hard work we strive to repay that trust with excellent customer service, intelligent advice and consistent risk adjusted returns.
Personalized Solutions
We value the wealth you’ve worked hard to achieve. We combine portfolio management, financial planning, and estate planning into a seamless, integrated solution tailored for our clients specific goals and objectives.
Excellent Service
Investing should be simple. We’ve invested in technology and a dedicated client service team to provide a seamless, efficient experience, empowering you to easily monitor and manage your investments.
Consistent Returns
Your success depends on more than consistent service—it requires consistent performance. We strive to deliver consistent, risk-adjusted returns to grow and safeguard your wealth.
No-Nonsense Approach
We focus on what matters—clear communication, transparent investment strategies, and reliable results. Our solutions prioritize your best interest and are designed to meet your investment needs and objectives
Our Investment Teams
Our qualified portfolio managers deliver wealth management guidance tailored to your unique needs. Whether you’re focused on growing your wealth or preserving a lasting legacy, we prioritize principal protection while striving to achieve consistent, risk-adjusted returns.
Our Beginnings
In 2016, with nearly 30 years of renowned industry experience, our founders formed Fieldhouse Capital Management, a firm dedicated to serve the complex needs of wealthy individuals, families & professionals.
Bringing together several key partners and market specialists, we built a boutique wealth management practice. To compliment our practice, we launched our innovative investment funds through Fieldhouse Pro Funds Advisor Series to provide clients access to the full risk and asset class spectrum.
Become a Partner
As an entrepreneurial firm we are always looking for investment professionals who want to have a larger say in how they take their practice to another level for their clients.
If you want to grow your client relationships with a firm that believes in technology and innovation, run by investors who understand the complexities of managing money then we should meet.
Safeguarding your Investments
We have trusted relationships with CIRO regulated investment dealers to open and administer your investment accounts. These custodians provide us with access to manage your accounts. Additionally, Fieldhouse Pro Funds is supported by independent valuation, pricing, and audits from third-party institutions.
Aviso Correspondent Partners
Our trusted custodial partner for traditional wealth management accounts types
Interactive Brokers
Our custodial relationship for investment accounts with complex securities like derivatives.
SGGG Fund Services
Fieldhouse Pro Funds Trust funds use SGGG services for independent fund pricing and valuation.
Doane Grant Thornton LLP
Fieldhouse Pro Funds Trust funds are audited annually by Doane Grant Thornton.
Industry Resources
Fieldhouse holds memberships with key institutions to ensure we stay on top of the latest compliance trends, industry technologies, and portfolio management topics so that we continue to deliver trust and success to our clients
Portfolio Management Association of Canada
Fieldhouse is a member of the Portfolio Management Association of Canada. Learn more about the value of working with a Portfolio Manager.
Ombudsman Members
We are members of the Ombudsman for Banking Services and Investments. The OBSI provides independent dispute resolution to our clients at our expense.
Canadian Association of Alternative Strategies & Assets Members
CAASA represents Canada’s alternative investment industry that includes over 400 members from managers to pension plans across all alternative investment vehicles.