Gluskin Sheff + Associates Inc. is a Canadian wealth management firm specializing in investment advisory and portfolio management services for high-net-worth individuals, families and select institutional clients. Founded in 1984 by financial entrepreneurs Gerald Sheff and Ira Gluskin, the company has built a reputation for its disciplined value-oriented investment approach, combining fundamental equity research with a focus on capital preservation. Headquartered in Toronto, Gluskin Sheff also maintains offices in Montreal and serves clients across Canada with select relationships in the United States.
The firm offers a comprehensive suite of wealth management solutions, including discretionary and non-discretionary investment mandates, customized portfolio construction, and access to a range of proprietary mutual funds. Gluskin Sheff’s product lineup spans Canadian and global equity strategies, fixed income mandates and alternative asset exposures designed to enhance diversification. Clients benefit from the firm’s in-house research team, which conducts deep fundamental analysis to identify undervalued securities and manage risk over market cycles.
Over its history, Gluskin Sheff has expanded its service capabilities to include estate planning coordination, tax-efficient investment strategies and philanthropic advisory services. The company leverages strategic partnerships and alliances to provide clients with access to specialized managers in areas such as private equity, hedge funds and real assets. This integrated approach allows the firm to address complex wealth planning needs within a unified framework.
Leadership at Gluskin Sheff comprises industry veterans with decades of experience in investment management, capital markets and client service. The senior management team is supported by an advisory board drawn from finance, legal and accounting disciplines, ensuring robust governance and adherence to regulatory standards. Following its acquisition by Onex Corporation in 2019, Gluskin Sheff continues to operate as a distinct brand, retaining its entrepreneurial culture and commitment to delivering tailored investment solutions.
AI Generated. May Contain Errors.
Free GLUSF Stock Alerts