Your Investment Success.
Our Passion.TM
At Hemisphere, 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 Wealth Management
Hemisphere Capital Management Inc. is an independent and employee-owned investment firm. We provide discretionary investment management services. For more than three decades, our wealth managers have proudly served individuals, families, corporations and charitable entities across Canada – helping them build, grow, and manage their financial legacies with care and expertise.
WHY WORK WITH US?
- Independent Advice - We are not tied to any other firms or specific products. Our actions are based solely on what is best for you.
- Personalized Service – We are accessible, responsive, and committed to building long-term relationships. You receive direct attention and ongoing communication to support your financial goals.
- Direct Portfolio Management - You work directly with the portfolio manager overseeing your investments. There are no layers of relationship managers between you and your wealth.
- Fiduciary Duty - As registered portfolio managers, we are legally and ethically bound to put your interests first.
- Fully Customized Portfolios - Your portfolio is built around your specific goals and restrictions.
- Transparent Investments - We specialize in managing diversified portfolios of publicly-traded and high-quality equities, bonds, and preferred shares - not illiquid or opaque alternatives and private investments.
- Competitive Fees - Our fees are based on assets under management, are clearly disclosed, and are tax-deductible for non-registered accounts.
- Clear Reporting - We report performance net of fees using a Time-Weighted Rate of Return (TWRR). This is the standard recommended by the CFA Institute.
- Segregated Assets - Your assets are held with our custodian, National Bank, and are fully segregated under your name.
- Tax-Efficient Strategies - We optimize security placement across registered and taxable accounts to minimize your overall tax burden.
Building success Stories. Together.
We want to offer an exceptional level of personalized service. We strive to deliver the most independent and unbiased wealth 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 Hemisphere’s core, as we continue to help our clients achieve financial success. 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. Whether you have your own private foundation or are looking to setup a Donor-Advised Fund, we are here to help.
OUR SERVICES
Built on Trust. Driven by Discipline. Focused on You.
Transparency is not just a value, it is a fundamental part of how we operate. We believe that clients should be able to know exactly what they own, why they own it, and how each investment fits within their broader strategy.
At Hemisphere, we focus on delivering steady returns through proven asset classes. We specialize in managing publicly-traded fixed-income and equity portfolios, building tailored strategies that carefully balance risk and reward. As an independent firm, we stand apart from many of the top investment companies in Calgary. Free from ties to other financial companies, we have the flexibility to access a wide range of investment securities — without being restricted to or incentivized to promote specific products. This approach gives our clients greater transparency and eliminates any layered management fees. With Hemisphere, you benefit from a personalized approach that is supported by an open and honest fee structure.
High-Net-Worth Wealth Management
Our Private Portfolio Management service offers a highly flexible, discretionary approach to high-net-worth wealth management. This is a tailored private wealth service that is typically best suited for those that have accumulated sizeable investable assets.
Select Managed Portfolios
Our Select Managed Portfolios service is a more structured discretionary investment management solution. Many clients who benefit from this service are professionals and families actively building their wealth. We also work with many retirees whose pensions provide their core retirement income, allowing their investments to continue growing for the future.
PERFORMANCE
Measured Strategies. Meaningful Results.
Our focus is on delivering steady, reliable investment results – rather than chasing speculative opportunities that could jeopardize our clients’ financial well-being. Every decision we make is grounded in this mindset.
Successful private wealth management comes from steady compounding over time. Allowing your wealth to grow while safeguarding your capital is key to lasting financial success. Although market timing and speculative strategies might offer the promise of 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 and a fiduciary responsibility.
THE HEMISPHERE DIFFERENCE
Invested With You. Literally.
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.’
As an employee-owned investment firm in Calgary, we are dedicated to acting in your best interests. Our focus is on providing truly unbiased advice and helping you grow your wealth. As the decision-makers behind every investment, our investment advisors are fully accountable for every holding in your portfolio. We can clearly explain what each company does and the rationale behind owning each company. This transparency builds trust and ensures your portfolio reflects your values and long-term goals. With Hemisphere, there are no hidden layers and no unanswered questions — just clear, direct access to your portfolio and the thinking behind it.
A proudly Independent 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. We are proud to be a Canadian investment manager. We embrace the opportunities this country offers and help our clients invest in a brighter future for generations to come.
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
July 2024 The Russian invasion of Ukraine in February 2022 essentially marked the end of a thirty-year peace dividend. During this relatively stable geopolitical period, major conflicts were regional (Afghanistan,
Time Weighted vs Money Weighted Return: What is the Difference?
When reviewing portfolio performance, investors often encounter two different return figures: Time Weighted Return and Money Weighted Return. These metrics can tell different stories about how an account has performed
Pay Down Mortgage or Invest? – Which Strategy is Better for Canadian Homeowners
Pay Down Debt or Invest Calculator Many Canadians who secured low mortgage rates during the pandemic are now facing higher monthly payments, as they renew at current elevated mortgage rates.