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History

2022

• Hemisphere is named one of the 8 Best Financial Advisors in Calgary by Advisory HQ for 2022-2023.

• Hemisphere claims compliance with the Global Investment Performance Standards (GIPS®) for 2021 and is independently verified.


2021

• Skyelar Siwak is selected as one of Wealth Professional Canada’s “Rising Stars” for 2021.

• Dylan Assen earns the Chartered Financial Analyst (CFA) designation.

• Hemisphere claims compliance with the Global Investment Performance Standards (GIPS®) for 2020 and is independently verified.


2020

• Rick Riffel is wished a happy retirement after 18 years with Hemisphere.

• Hemisphere claims compliance with the Global Investment Performance Standards (GIPS®) for 2019 and is independently verified.


2019

• Skyelar Siwak becomes a Partner at Hemisphere.

• Hemisphere is named in the Top 8 Best Wealth Advisors in Calgary by Advisory HQ.

• Hemisphere claims compliance with the Global Investment Performance Standards (GIPS®) for 2018 and is independently verified.


2018

• Hemisphere celebrates 25 years of success and passionate service to clients.

• Hemisphere is named in the Top 8 Best Wealth Advisors in Calgary by Advisory HQ.

• Hemisphere claims compliance with the Global Investment Performance Standards (GIPS®) for 2017 and is independently verified.


2017

• Hemisphere is named in the Top 8 Best Wealth Advisors in Calgary by Advisory HQ.

• Hemisphere claims compliance with the Global Investment Performance Standards (GIPS®) for 2016 and is independently verified.


2016

• Hemisphere is named in the Top 8 Best Wealth Advisors in Calgary by Advisory HQ.

• Hemisphere claims compliance with the Global Investment Performance Standards (GIPS®) for composite performance since 1993 and is independently verified.

• Assets under management – $350 million


2014

• Assets under management over $300 million


2011

• Assets under management – $250 million

• Hemisphere ends year with 7 employees. API Asset Performance Inc. engaged for Core Balanced Composite performance reporting.


2010

• Assets under management – $200 million


2009

• New strategic alliances with three high profile financial planning firms


2007

• Assets under management – $135 million

• Hemisphere introduces the Select Managed Portfolios offering with two pooled funds: Hemisphere Canadian Value Fund and Select Shares U.S. Fund.


2005

• Hemisphere registers as an investment counsel/portfolio manager with the Ontario Securities Commission.


2004

• Assets under management – $100 million


2003

• Hemisphere registers as an investment counsel/portfolio manager with the British Columbia and Manitoba Securities Commissions.


2002

• Rick Riffel joins Hemisphere in June.

• Hemisphere merges with Loucks, Lee & Associates in December; Tom Loucks joins Hemisphere.


2001

• Assets under management – $20 million

• Hemisphere Value Fund is wound down in June with a Financial Post five star rating.


1998

• Assets under management – $ 15 million

• Firm is renamed Hemisphere Capital Management Inc.


1997

• Firm relocates to Calgary and registers as an investment counsel/portfolio manager in Alberta.

• Shares office with Tom Loucks and Loucks, Lee & Associates


1995

• Assets under management – $4.5 million


1994

• Firm creates Hemisphere Value Fund, the first mutual fund managed in the Province of Saskatchewan.

• First strategic alliance with Regina based financial planning firm.


1993

• Founded by Jim Aronitz, Hemisphere Capital Corp. begins operations in Saskatoon.

• Firm registers as an investment counsel/portfolio manager with the Saskatchewan Securities Commission.