T.I.P. Wealth Manager was founded in 2006, with a focus in institutional advisory, hedge funds, and tax-efficient products

 

Our traditional fund management and sub-advisory platform Will include shariah compliant funds, credit assets with capabilities across middle market direct lending, CLOs, real estate debt, opportunistic solutions, infrastructure and broadly syndicated credit strategies. Our breadth of services also includes corporate finance.

T.I.P. Wealth Manager Inc. is registered with the Ontario Securities Commission (OSC) as a Investment Fund Manger (IFM), Portfolio Manager (PM) , and Exempt Market Dealer (EMD)

 

Our Expertise

 

Institutional Advisory Service - Led by a portfolio management team with extensive investment experience and long term track record, T.I.P. provides investment sub-advisory service to financial institutions such as mutual funds, close end funds, private debt and equity, and structured products. Our areas of expertise include Energy, Resource, Dividend / Income and diversified Canadian/North American Equities.

Hedge Fund - T.I.P has launched two Canadian based long/short equity hedge funds. Diversified across economic sectors and market capitalization, the T.I.P. Opportunities Fund and the T.I.P. Performance Fund seeks to generate superior long term return while limiting downside to investors.

Tax-Advantaged Products - Building on the manager's past experience and contacts in the business community, T.I.P. offer management service for tax-advantaged products, such as resource flow-through funds and labour-sponsored funds.

Private Investment Account Management - Bespoke investment solutions. Every Individual requires a unique solution, we insure your investment portfolio reflects your current and future goals.

 

Investment Solutions

 

Our clients’ success is our guiding principle. With this in mind, our investment solutions are a function of investor feedback, forecasting and active portfolio management. Our separate business units act in unison to ensure that our offerings are relevant and appropriate.

Our institutional clients benefit from customization and our unique ability to develop special purpose investments, pooled funds, structure products, and provide innovative solutions to complex issues.

Our in-house retail investors benefit from our dynamic fund line-up on a Separately Managed Accounts (SMA) platform, while our external distribution network ensures our funds are easily available to accredited investors. 

 

Key People

 

Jim Huang - President:

Equity portfolio manager with a multi-disciplined background.  Jim has over 20-years of investment experience. Having started his career in Calgary as a brokerage research associate, Jim returned to Toronto to become a buy side investment analyst and over the years progressed to be a highly successful portfolio manager. Most recently he was with Natcan Investment Management Inc. and its predecessor Altamira Management Ltd.

Jim has developed strong relationships in the Canadian oil patch from the beginning of his career. As lead or co-manager, Jim has managed over $2 billion in mutual funds and institutional assets, including all of the resource and equity income products in the Altamira and National Bank mutual fund families. In particular, Altamira Energy Fund, Altamira Resource Fund, Altamira Precious and Strategic Metals Fund and AltaFund (a Canadian Equity fund focusing on Western Canada) had industry-leading performance and won awards and positive press coverage.

Jim holds the Chartered Financial Analyst and the Certified General Accountant designations, and a Bachelor of Commerce (High Distinction) degree from the University of Toronto. 

Alice Tsang – Vice President & Portfolio Manager:

A seasoned portfolio manager with over 20-years of experience in the investment industry. She started out in 2005 as an equity analyst and was quickly promoted to a portfolio manager role in 2006 due to exceptional performance. She was responsible for dividend and growth fund mandates at the firm. Both funds were ranked top quartile on the Globe and Mail’s database.  One of the funds significantly outperformed its benchmark on a five-year basis. Alice was a regular guest on Market Call, as well as other segments of the BNN Bloomberg. Prior to joining the asset management firm, Alice was in a managerial role at a large financial institution. She graduated from the University of Toronto and holds a Chartered Financial Analyst designation.

John Sims – Vice President, Structured Products:

John spent most of his career with RBC Capital Markets. His first responsibilities were in sales and trading, eventually becoming the Director of Fixed Income where his involvement included covering top-tier institutional investors and borrowers from both the public and private sectors. His insights into Canadian Government Agencies market is another invaluable asset for T.I.P. as he has a knack for identifying and capitalizing on the needs and desires of issuers and lenders. He was responsible for advising some of the world’s largest institutional fixed-income asset managers on portfolio strategy, asset mix, and security selection. His position at RBC Capital Markets allowed him to understand complex fixed income investment structures, foreign exchange and currency hedging strategies involving interest rates and foreign exchange and swaps. His role at T.I.P. will be multifaceted; ensuring that we are originating timely and relevant investment structures, a key member of the global asset mix committee. He graduated with a Honours Bachelor of Business Administration degree from Ivey Business School at Western University.

Edward Jong - Vice President, Business Development:

Ed is currently responsible for business development at TIPWM. Most recently, a 5-star rated fund manager rated by Globe Fund, Edward started his investment career at Altamira Management Inc. in 1992, where he managed over $2.5 billion in both institutional and retail assets and was part of a team of managers who managed approximately $10 billion in total institutional and retail fixed income mandates.  During that period, Edward received the API Performance Achievement Award, and the COMSTAT Performance Achievement Award for specialty mandates under his direct management.

Edward’s responsibilities and proficiencies were along the entire yield curve, across the asset class spectrum, and different global markets. Other key responsibilities included portfolio management and client relationship with institutional pension, and endowment funds. His career spans from the most conservative immunization of insurance portfolios to managing leveraged hedge funds with multiple strategies for clients who desire unconstrained mandates.

Additionally, Edward has employed equity strategies within his non-constrained mandates as a novel approach to hedging portfolio volatility, whereas most managers would simply pair long/short positions of the same asset class. Markets are dynamic, and Edward’s investment philosophy is never static; his approach would be considered to be in the forefront, never taking on undue risk.

Throughout his 25-year career beginning with Altamira Management Ltd., Edward is comfortable in exploiting all the necessary tools (such as, derivatives, hedging strategies and private investments) to achieve the goal of capital preservation and a consistent and predictable income stream. Ed holds a Bachelor of Arts degree in economics from the University of Toronto.

 

Contact Us:

info@tipvest.com

70 University Ave, Suite 360

Toronto, ON M5J 2M4