Get Charged Up!

History

2017

• Firm claims compliance with the Global Investment Performance Standards (GIPS®)


2016

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

• Assets under management – $350 million


2015

• Skyelar Siwak joins firm


2014

• Assets under management over $300 million


2011

• Assets under management – $250 million

• Firm 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

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


2005

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


2004

• Assets under management – $100 million


2003

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


2002

• Rick Riffel joins Hemisphere in June.

• Firm 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


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