A passion to Serve & Empower
At Hoovest, we empower people to create value for each other
Introduction
Hoovest is an integrated financial group with diverse businesses across investments, insurance, fund managemenet and administrations, corporate advisory, real estate and family offices services.
Responsibility Conference
This is a non-profit event co-sponsored by Hoovest will take place in Hong Kong. Attendees discuss the impact of our current social construct on inter-generational relationships and attitudes toward social cohesion, human rights, governments, and personal responsibilities.
AI, a bubble?
The current predominant driver of global financial market growth is AI. What is our long-term view and short-term view of this unique technological advancement? What does it mean for our own business?
Advised assets include assets under management for all discretionary accounts, segregated funds, fund assets, and group pension assets under advisory of Hoovest Group member entities and joint venture partners.
Clients include persons and entities holding managed accounts, advised discretionary or non-discretionary accounts, online advisor accounts, as well as group pension plan holders and plan sponsors.
Regulatory jurisdictions include all provinces and territories in Canada, as well as the regions of the United States and the Cayman Islands where various Hoovest Group member entities legally operate regulated businesses.
We believe in a set of principles that guide our actions in our personal and professional life
- A passion to serve and empower
- Act with joy and enthusiasm
- Be open-minded and curious
- Do unto others as you would have them do unto themselves
- Cultivating meaningful work and meaningful relationships
What solutions do we create together?
Wealth Management
We understand that managing wealth is beyond delivering the appropriate risk-adjusted returns for a given set of financial objectives. It is often a representation of one's values and identity that requires understanding and respect.
Asset Management
We developed unique fund mandates to meet the needs of our clients and advisors. Our funds span across index, structured products, real estate, venture capital, and income-generating alternative strategies.
Group Retirement
We offer high-quality solutions for corporations that care about the well-being of their team members while balancing the financial and human resources demand on their businesses to perform in the reality of their industries.
Real Estate
Real estate consulting, real estate investments, and transaction services. We act as principal on certain real estate transactions or assist family offices in matters of acquisition, rezoning, financing, and development consulting.
Insurance
We develop customized fund mandates to meet the needs of our clients and advisors, and collaborate with fund sponsors to launch joint mandates.
Family Office Services
We establish dedicated fund vehicles for family offices, offering consolidated reporting on acquisition holdings, managing tax filings, audits, and ongoing diligence.
Corporate Advisory
We offer corporate advisory transaction services, helping originate and broker the sale of businesses. Our team brings a combined track record of over US$100 billion in M&A transaction experience.
Philanthropy and Social Responsibility
Gifting and estate planning. We connect people with philanthropic organizations or social businesses to put capital to work in improving the well-being of humanity and our planet.
Private Credit
Businesses require liquidity to thrive. We have a dedicated team that help source private credit opportunities for businesses and business owners, whether through direct lending from financial institutions or creative insurance or reinsurance solutions.
Independent Advisor Platform
For advisors who manage their own book of investment or insurance clients, we provide a platform for you to manage your own clients under co-branding with the backing of Hoovest’s credibility and infrastructure.
Online Advisor Solutions
Insurance advisory teams, professional firms, and advisory firms can benefit from our OnniVest Online Advisor Platform.
Fund Creation & Administration
Insurance advisory teams, professional firms, and advisory firms can benefit from our OnniVest Online Advisor Platform.
Partnered with Other Financial Institutions to Provide Safety of Assets and Internal Control
Hoovest and its regulated entities are clients of third-party custodians such as National Bank of Canada and Aviso to provide additional safety for client assets. Banking relationships for fund and corporate assets span across institutions such as Deutsche Bank, Royal Bank of Canada, Bank of Montreal (Harris), and Hang Seng Bank (HSBC), each specializing in specific banking solutions to support our businesses and particular fund mandates.
Hoovest works with auditors KPMG and Grant Thornton on its various regulated entities and funds.
Mission
Connecting people with great investments™
Vision
To create a global financial platform that provides universal access to financial services and products to achieve financial freedom for all.
Social Responsibility
We extend our vision of financial freedom for all to support socially beneficial ventures using our own capital. We also contribute to the larger society by the business decisions we make in the businesses that we choose to create.
Member of the Global Family Office Syndicate
Hoovest is proud to be a member of the Global Family Office Syndicate (“GLOFOS“), a non-profit alliance of multi-family offices and financial services providers where Member Firms operate under their own brands while acting as one cohesive team to collectively serve ultra-high-net-worth families.
We believe GLOFOS can be an organization that facilitates change, uniting like-minded families to use their financial and political resources to serve the greater good of society.
Explaining Reinsurance
Reinsurance plays an important role in the financial ecosystem. Reinsurance can be a channel for investments where investors provide the regulatory capital to support the underwriting of insurance companies for a stable return. Hoovest has built a unique financial product that brings this institutional-grade investment to the general public.