Independent & Employee-Owned

Purposeful
Portfolio Construction

Newhaven Asset Management Inc. is a leading Canadian investment management firm dedicated to providing advisory services within a separately managed account structure — unbiased advice and exceptional service from an experienced portfolio management team.

Speak With Our Team Our Investment Strategy

<1%

Management Fee, Never More

20–30

Concentrated Holdings Per Client

100%

Independent & Employee-Owned

“

Risk is managed through careful security selection — not asset allocation shortcuts.

Our Approach

Fundamentals first, income always in focus

Our investment approach is fundamental in nature and focuses on identifying high-quality, dividend-paying securities where portfolio income represents a meaningful share of expected total return.

Risk is managed at the security level rather than through broad asset allocation, and portfolios are built to be tax-efficient, with minimal turnover and a deliberate emphasis on dividend growth over time.

High-quality, dividend-paying securities with durable advantages
Risk managed through security selection, not indexing
Tax-efficient portfolios with minimal turnover
Direct, ongoing access to your portfolio manager

What We Offer

Service built around the client, not the product

Three principles guide every relationship we build — from the first consultation through decades of ongoing management.

Customized Portfolios

One of our key differentiators is the initial consultation and review process. Clients are strongly encouraged to participate in shaping their portfolio. Our Portfolio Managers meet with each client to discuss current circumstances and future goals, then use these considerations to construct a personalized portfolio.

Communication

Regular update meetings and ongoing communication ensure clients are always up to date with portfolio and market developments. We strive to connect clients to their portfolio — building trust in our process when markets turn sour, and staying conservative when markets are overly exuberant.

Cost Control

Management fees never exceed 1% and are tax-deductible. We minimize transaction costs and manage portfolios strategically to defer capital gains taxes wherever possible, keeping more of what you earn working on your behalf.

Client Success

Relationships measured in decades

Long-term client relationships built on care, communication, and steady, risk-conscious returns.

★★★★★

“We are extremely appreciative of the care and respect that Newhaven has given us with regard to our financial affairs, especially given the sometimes difficult market environments we have been dealing with in the past decade.”

Retired Physician

★★★★★

“I wanted a manager that had complete integrity, prioritized client interests and charged reasonable fees, while generating steady returns with a minimum amount of risk. Newhaven has provided for my needs over the last 15 years and I wholeheartedly endorse them.”

Retired CEO, Big Five Canadian Bank

★★★★★

“The level of communication and clarity are terrific, which is great for us as we are not overly knowledgeable in the world of finance. Responses are prompt and we get steady reporting of everything that is going on. Our accounts are performing well.”

Screenwriter

As Featured In

BNN Bloomberg The Globe and Mail CNBC Yahoo Finance Reuters CBC

Leadership

An experienced, credentialed team

Meet The Full Team

Stephen T. Moore

Founder, Executive Chairman & Portfolio Manager

40 years in the securities industry, formerly VP at Burns Fry, Lancaster Financial and TD Securities.

Ryan Bushell

Chief Executive Officer, Portfolio Manager & CCO

Co-head of the investment team for private and institutional clients. CFA, CIM.

Nancy Sicurella

Operations Manager

With Newhaven since 2010, overseeing day-to-day operations across the firm.

PurposefulPortfolio Construction

Fundamentals first, income always in focus

Service built around the client, not the product

Customized Portfolios

Communication

Cost Control

Relationships measured in decades

An experienced, credentialed team

Stephen T. Moore

Ryan Bushell

Nancy Sicurella

Let’s build a portfolio around you

Purposeful
Portfolio Construction