Focus Asset Management is an independent, privately owned investment management firm, founded in 2009. They manage segregated portfolios and pooled funds of public equities, fixed income, securities, and private investments for high net worth individuals, families, and foundations. Their team of professionals has managed investment portfolios through the most turbulent periods during the last 30 years, and for decades they have helped their clients navigate across a wide range of wealth management needs. They are passionate and single-minded about managing their clients’ wealth and believe that their experience pervades everything they do.

Investment Management

Focus Asset Management

Focus Asset Management's headquarters in Toronto, Canada

Ted Conrod

Andreea French

James Stellick

Michael Kosmalski

Greg Thompson

The Client Advisory Team at Focus Asset Management is responsible for providing personalized investment advice and wealth management solutions to high net worth individuals, families, and foundations. They work closely with clients to understand their financial goals, develop tailored investment strategies, and ensure the effective management and growth of their assets. This team leverages decades of experience navigating complex market conditions to deliver exceptional client service and optimal financial outcomes.

Client Advisory Team

The Leadership Team at Focus Asset Management is responsible for shaping the firm's strategic vision and ensuring the integrity of its investment management practices. Comprising experienced professionals from various backgrounds in investment management and client advisory, the team collaborates to guide portfolio strategies, foster client relationships, and uphold the firm's commitment to delivering exceptional wealth management solutions. Their combined expertise drives the firm’s ability to navigate complex market environments and meet the diverse needs of their high net worth clientele.

Leadership Team

The Operations Team at Focus Asset Management is responsible for ensuring the seamless and efficient administration of the firm's daily activities, including processing transactions, maintaining compliance with regulatory standards, managing client documentation and records, and overseeing the execution of various operational procedures. This team supports the investment professionals by streamlining workflows and ensuring that all processes adhere to the highest standards of precision and compliance.

Focus Asset Management

Org chart

Board & advisors

Teams

Client Advisory Team

Leadership Team

Operations Team

Offices

Focus Asset Management

Org chart

Board & advisors

Teams

Client Advisory Team

Leadership Team

Operations Team

Offices

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