Office address: 150 King St W, Suite 306-01, Toronto, ON M5H 1J9
Website: https://faircourtassetmgt.com
Year established: 2002
Company type: investment management
Employees: 5-25
Expertise: finance, investment management
Parent company: N.A.
CEO and key people: Charles Taerk, President and CEO
Financing status: corporation
Faircourt Asset Management is an employee-owned investment counsel firm that specializes in tax-efficient investment solutions for Canadian retail investors. The company was founded in 2002 and is widely recognized as an innovator in the Canadian fund industry. It was the first to launch Canada’s first split trust structure in 2003.
Charles Taerk and Douglas Waterson founded Faircourt Asset Management in 2002. Their vision was to create a leading investment counsel firm that would offer tax-efficient investment solutions to Canadian retail investors.
The company quickly gained a reputation for its innovative products and services, and it has since grown to become one of the leading investment counsel firms in Canada.
Faircourt offers a wide range of products and services to Canadian investors, including:
The company's mutual funds and ETFs are all designed to be tax-efficient, and its closed-end funds and segregated funds offer investors a variety of tax-advantaged investment options.
Faircourt is a values-driven company that is committed to providing its clients with superior investment advice and service.
It takes pride in its reputation for building innovative investment solutions. Each client is unique, requiring a customized portfolio. The team at Faircourt takes the time and effort to know its clients’ goals. Faircourt requires a minimum of $1 million to implement their investment programs.
Charles Taerk is a well-respected finance executive with 30 years’ experience in banking and investment management. He held leadership positions at CIBC, Charles Schwab, Misty Creek Records, and UIT Fund Corporation before starting Faircourt in 2002.
In his role as President and CEO, Taerk leads on business development, marketing, and fund development. He also serves as the firm’s Chief Compliance Officer.
Faircourt Asset Management is a leading investment counsel firm that offers tax-efficient investment solutions to Canadian investors. The company is committed to providing its clients with superior investment advice and service. Faircourt has a strong track record of success – now and in the years to come.
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