We connect great people with great investments –our systems and processes help advisors put their best foot forward in every aspect of their business.
10+
In-House
Funds
4+
Countries
Served
Turnkey practice management with fair compensation for advisors.
Manage your own autonomous advisory practice using cutting edge practices.
Wealth Management
Family Office
Customized offering for your multi-family office driven by entrepreneurs, and industry leaders.
Wealth Management
Great product access and support don't have to come at a price - focus on what you do best, and let us deal with the rest.
Don't settle for less. There's a better way to practice and you've found it. Learn about working with HFI today.
Private Wealth
We built HFI as an extension of our values to serve the people around us. We started with investing our own money, then created investments for our extended families, business partners, and eventually the general public.
Maximize your personalized value to clients
Our Teams
We value people above all else because we have built our business to serve others. We are entrepreneurs that have built something for other entrepreneurs.
Our financial advisory teams are ambitious, curious, and intelligent - learn more about them here.
Our Funds
We look for great investment strategies and make them available to our advisors and investors.
It takes more than simply identifying great investments. We add value in our work of structuring, ongoing due diligence, and oversight to ensure that each fund performs as intended.
Technology
How can we empower you?
short summary like this OR break into individual sections like below
We believe that everyone deserves to have the same access to the high quality investments as do institutional investors.
2/3
New clients are referrals
Private Wealth
Family Office
Build your own product, control your fee structures, and grow your book with our modern systems and flexible infrastructure.
Foundational infrastructure to support your personalized investment initiatives.
A boutique experience
About Us
Build the financial practice you've always wanted
People
Processes
Save time and stay organized with modern technology that we have set up to help you.
Our team is small - that means you know us, and you can reach us at anytime.
We've removed archaic barriers and built processes that make sense.
Hoovest Financial Inc. (“HFI“) is registered with the British Columbia Securities Commission as an Investment Fund Manager, Portfolio Manager, and Exempt Market Dealer. It is also registered in the same categories in Alberta, Saskatchewan, Manitoba, Ontario, and Québec.
Hoovest Financial Inc. (“HFI“) is registered with the British Columbia Securities Commission as an Investment Fund Manager, Portfolio Manager, and Exempt Market Dealer. It is also registered in the same categories in Alberta, Saskatchewan, Manitoba, Ontario and Québec.
© 2022 Hoovest Financial Inc. All Rights Reserved.
We connect great people with great investments –our systems and processes help the advisor put their best foot forward in every aspect of their business.
Maximize your personalized value to clients
Hoovest Financial Inc. (“HFI“) is registered with the British Columbia Securities Commission as an Investment Fund Manager, Portfolio Manager, and Exempt Market Dealer. It is also registered in the same categories in Alberta, Saskatchewan, Manitoba, Ontario, and Québec.
10+
In-House
Funds
4+
Countries
Served
2/3
New clients are referrals
Wealth Management
Great product access and support don't have to come at a price - focus on what you do best, and let us deal with the rest.
Private Wealth
Build your own product, control your fee structures, and grow your book with our modern systems and flexible infrastructure.
Family Office
Foundational infrastructure to support your personalized investment initiatives.
Technology
A boutique experience
People
Processes
Save time and stay organized with modern technology that we have set up to help you.
Our team is small - that means you know us, and you can reach us at anytime.
We've removed archaic barriers and built processes that make sense.
We built HFI as an extension of our values to serve the people around us.
We believe that everyone deserves to have the same access to the high quality investments as do institutional investors. Therefore, we source unique investments that ordinarily have high entry thresholds and provide our clients with access to these investments through our proprietary funds.
About Us
Our Teams
We value people above all else because we have built our business to serve others. We are entrepreneurs that have built something for other entrepreneurs.
Our financial advisory teams are ambitious, curious, and intelligent.
Our Funds
We look for great investment strategies and make them available to our advisors and investors.
It takes more than simply identifying great investments. We add value in our work of structuring, ongoing due diligence, and oversight to ensure that each fund performs as intended.
Don't settle for less. There's a better way to practice and you've found it. Learn about working with HFI today.
Build the financial practice you've always wanted
Hoovest Financial Inc. (“HFI“) is registered with the British Columbia Securities Commission as an Investment Fund Manager, Portfolio Manager, and Exempt Market Dealer. It is also registered in the same categories in Alberta, Saskatchewan, Manitoba, Ontario and Québec.
© 2023 Hoovest Financial Inc.
All Rights Reserved.
