At Hemisphere Capital Management Inc., we recognize that investment management goes beyond simply managing your wealth. It is about empowering you to achieve financial freedom at every stage of your life. Whatever that may be.
Independent Investment Management in Calgary
Hemisphere Capital Management Inc. is an independent and employee-owned investment firm in Calgary. We provide discretionary investment management services. For over 30 years, our financial advisors in Calgary have helped individuals, families and foundations across Canada manage their assets.
A Proudly Canadian Investment Manager.
Our history shapes who we are and how we do business. As a Canadian investment firm, we make decisions that help drive Canadian business and positively impact our clients and the communities where we live and work. Being a Canadian investment manager is something we are proud of. We embrace the opportunities this country offers and work to help our clients invest in a brighter future for generations to come.
Building Success Stories. Together.
“We want to offer an exceptional level of personalized service. We strive to deliver the most independent and unbiased portfolio management service in today’s financial industry.”
Building long-term relationships through highly personalized client service is the cornerstone of our business. Hemisphere was founded in 1993 by current president Jim Aronitz. He was driven by a passion for the financial markets and a belief that wise investing can make a difference in people’s lives. “I wanted to build an investment company singularly dedicated to clients and to serve clients without distraction from the political and organizational pressures often encountered in larger firms.” This belief remains at the core of Hemisphere’s focus, having helped numerous clients achieve an enjoyable retirement. As Hemisphere transitions through its succession plan, our client-first mentality and focus on providing an unbiased service remains the same.
Explore Your Wealth Journey.
You are building your path to retirement, even if it may not be top of mind. You may even just be starting on your path and are looking for direction. Let us help you build your wealth.
Retirement is just around the corner. You have worked hard for your money and want to ensure you have enough to enjoy retirement. Let us help you get there.
You are enjoying retirement or have enough assets to retire but do not want to yet. Wealth protection is a priority. You may be focused on estate planning and leaving a lasting legacy. We can help.
No matter what stage you are at, you want to make a difference by helping others. The Hemisphere Foundation lets us help our clients with their private charitable giving through a Donor-Advised Fund.
Your Investment Success. Our Passion.TM
Unbiased Investment Firm in Calgary
Not all financial advice is the same. Many financial advisors are brokers or sales-focused people that are looking to sell a product on behalf of a large institution. Other financial advisors may buy a large number securities, making it difficult to track what is actually in your portfolio or what their strategy is.
As an employee-owned investment group in Calgary, we are committed to your best interests. Our focus is on providing truly unbiased advice and helping you grow your wealth. We manage your assets as if they were our own. We are invested in the same securities as you and closely follow these securities. This way we are fully aligned with your success. We call this ‘Eating Home Cooking.’
Transparent Wealth Management
Many top investment companies in Calgary use mutual funds or externally-managed funds. There can be a tendency for these funds to offer one-size-fits-all solutions that may not align with your goals or risk level. The fees associated with these funds can be layered and complex. This can make it difficult to know how much you are paying and how it impacts your overall returns.
Our investment strategies are tailored to meet your unique needs. We understand the need to adapt and evolve with your goals and market conditions. We provide clear communication about all fees, ensuring you know exactly how your portfolio is performing. With Hemisphere, you benefit from a personalized approach that is supported by an open and honest fee structure.
Private Portfolio Management >
– For portfolios greater than $750k.
– For portfolios between $250k and $750k.
A focus on Steady Investment Growth
Successful Calgary wealth management comes from steady compounding over time. Allowing your wealth to grow while protecting your capital is important for financial success. Although market timing and speculative strategies might promise quick returns, they often suffer in the long-run. These can also introduce unnecessary volatility into your portfolio.
At Hemisphere, we know you have worked hard for your money. We understand that your hard-earned money deserves careful stewardship. Our focus is on delivering steady results rather than chasing high-risk opportunities that could jeopardize your investments. We make all of our decisions with this mindset.
Our Insights.
We stress the importance of education in each of our client’s wealth journey. Discover our latest newsletters and insights.
American Exceptionalism
December 2024 Last month, a massive $140 billion flowed into US equity funds as investors embraced the re-election of Donald Trump. This “Trump trade” was driven by investor expectations that
Intel and Reshoring
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Pay Down Mortgage or Invest? – Which Strategy is Better for Canadian Homeowners
Many Canadians who secured low mortgage rates during the pandemic are now facing higher monthly payments, as they renew at current elevated mortgage rates. At the same time, with the
Preferred Shares: Enhancing A Portfolio’s Fixed-Income Investments
What are Preferred Shares? Companies raise capital primarily through common equity offerings (stocks) and debt offerings (bonds). Preferred share offerings, however, provide companies with another source of financing with characteristics