Legal
Focus Wealth Management is a division of Focus Asset Management Ltd. Focus Asset Management Ltd., based in Toronto, Canada, is an independent, privately-owned investment counselling firm. Focus manages segregated and pooled funds for high net worth investors.
By accessing this website and any pages thereof, you agree to be bound by the terms of the Legal Notices set out below. If you do not agree with the terms of these Legal Notices, do not access this website or any pages thereof.
Legal Disclaimer
No Advice
The information provided on this website is intended for informational purposes only and is not intended to constitute financial, accounting, legal or tax advice. Many factors unknown to us may affect the applicability of any statement or comment that we make on our website to your particular circumstances.
Accuracy and Changes
Facts and information provided on this website are believed to be accurate at the time they are posted. However, this website could include inaccuracies, typographical errors or out-of-date information. Changes may be made at any time to the information on this website without prior notice. Please contact Focus Asset Management Ltd. directly for complete and up-to-date information.
No Solicitation
Nothing on this website constitutes a solicitation or offer by Focus Asset Management Ltd. to buy or sell products or services of any kind whatsoever including without limitation securities or any other financial instrument of any issue.
Applicable Agreements
The services of Focus Asset Management Ltd. are available, where registered, in various provincial jurisdictions across Canada according to the terms of applicable agreements that can be obtained by contacting a Focus representative.
Applicable Jurisdiction
The information on this website is intended for use solely by persons resident in jurisdictions where Focus Asset Management operates. Any products or services mentioned on this website are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.
Material to be Consulted in its Entirety
All materials on this website are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures and any copyright or proprietary 2 notices. Any disclaimers, restrictions or disclosures apply to any partial document or material in the same manner as they do the whole, and will be deemed incorporated in the portion of any material or document that you consult or download.
Focus Asset Management Ltd. grants to you a limited license to display the content of this website on your computer and print the content on your printer solely for your own personal non-commercial use provided that you do not modify the content and that you do not delete any of the proprietary notices.
Investment Strategy Performance
Focus Asset Management Ltd. (Focus) is registered with the Ontario Securities Commission as an investment fund manager, portfolio manager and exempt market dealer. It is registered with other provincial regulators from time to time. This information is provided for general informational purposes only. It is not intended as investment, financial, legal, or tax advice and you should not construe it or rely upon it as such. Professional advice should be obtained with respect to any investment.
The charts are for illustrative purposes only and are not a guarantee of future results. This not a recommendation of, nor an offer to sell or buy, the securities described herein.”
Certain information contained in the charts is obtained from third parties. Focus believes such information to be accurate and reliable as of the date hereof, however, we cannot guarantee that it is accurate or complete or current at all times. The information provided is subject to change without notice.
All returns are presented in CAD.
Any indicated rates of return are the historical annual compounded total returns gross of fees and expenses meaning they do not reflect the impact of fees and expenses that would have reduced returns such as management fees and performance fees, as applicable. The performance returns assume the reinvestment of all dividends and distributions. The rates of return do not take into account any income taxes payable by the account holder, where applicable.
Jeff Hales was appointed Lead Portfolio Manager of the Concentrated Equity strategy on May 1, 2020. Performance prior to Feb 1, 2023, is based on the change in value of a representative account following the strategy. Performance thereafter represents the change in Net Asset Value for the pooled fund.
The investment objective of the majority of the portfolios managed by Focus Asset Management Ltd. (Focus) is to provide long-term appreciation through a combination of dividends, income and capital gains. Focus may invest in a broad range of assets that include cash, money market instruments, fixed income securities and common stocks of corporations incorporated or carrying on business in any jurisdiction. Assets may also include commodities or financial instruments with exposure to commodities, including investment funds managed by Focus.
Focus Multi-Asset Composite is comprised of various Focus investment strategies and represents the investment experience of a client who was following Focus’ investment strategy evolution. It represents a diversified investment portfolio across The Focus Core Equity Fund, Focus International Equity Fund, Focus Fixed income Fund, Focus Credit Opportunities Fund, Focus Absolute Return Fund, Focus Concentrated Equity Fund, Focus Real Estate Fund LP, Focus Infrastructure & Real Assets Fund LP, and Focus Private Debt Fund LP. The composite incorporates an investment in each of the funds as they were launched from 2020 to 2024.