Wealth Management
Discretionary Portfolio Management
Our portfolios are designed to match your investment objectives and meet your financial needs — built around you, your risk tolerance, and your goals for the future.
Start a ConversationThe Path to Future Wealth
It starts with understanding you
Every portfolio begins with your financial goals, risk tolerance, and preferences — that personalized approach is what ensures we select a solution that actually fits your needs. From there, we build an asset allocation strategy tailored to your risk profile, drawing on investments carefully vetted by our Investment Committee, all within a disciplined approach to growth and risk management.
Individual Portfolios
A portfolio for every stage
Portfolios designed around your financial needs, managed by our team of experienced discretionary Portfolio Managers.
Protect
A lower-risk approach focused on income above inflation, favouring fixed income securities over higher-volatility investments. Capital preservation comes first.
Retire
Built for retirees and those approaching retirement who need a diversified income stream. A low-to-medium risk mix with more modest equity exposure.
Build
For medium-risk investors with a long time horizon who want to build wealth steadily, with larger allocations to equities and alternatives targeting risk-adjusted returns.
Grow
For medium-to-high risk investors focused on long-term net worth growth, with greater exposure to growth assets and capital appreciation.
Investment Management Process
Client-driven, results-oriented
- 01
Investment Objectives
We translate your financial goals into clear investment objectives, so every decision stays aligned with what you’re actually working toward.
- 02
Asset Allocation & Construction
Your dedicated Portfolio Manager sets your asset allocation, while our Investment Committee selects the products that deliver efficient, risk-adjusted returns.
- 03
Risk & Performance Management
We regularly check that your portfolio’s risk still fits your long-term strategy, and track performance against your targets.
- 04
Accountability & Transparency
Regular portfolio reviews keep you informed, aligned with your goals, and clear on performance and the decisions behind it.
Fieldhouse Proprietary Funds
Explore the funds behind your portfolio
Fieldhouse Capital Management Inc. is registered as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer in British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario. Full details on our portfolio solutions are available on Fieldhouse's portfolios page.