Forstrong Global Asset Management Inc. (Toronto, Ontario)


Forstrong Global Asset Management Inc. is an adviser based in Toronto, Ontario. It manages $397.28 million of regulatory assets for 3,651 client accounts. It has been registered with the SEC as an adviser since 2015.

Forstrong Global Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Forstrong Global Asset Management: assets under management

The assets under management (AUM) of Forstrong Global Asset Management Inc. is $397.28 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $397.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $108.81 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Forstrong Global Asset Management Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Forstrong Global Asset Management Inc.

Gerry Deboer joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Jovian Capital Corporation Shareholder 1 Mar 2011 50% - 75% 88864 8821 rc0001
Wilfred Johannes Hahn Shareholder, co-chief investment officer, chairman, and chief compliance officer 1 Mar 2011 Other 1611023
Tyler Bruce Mordy Shareholder, president, and co-chief investment officer 1 Mar 2011 Other 5898291
Mark Leslie Arthur Chief executive officer 1 Mar 2011 Other 4984423
Mulberry Press Inc Shareholder 1 Mar 2011 Other 125170639
8689784 Canada Inc. Shareholder 1 Mar 2011 50% - 75% 868978-4
Robyn Elizabeth Graham Vice president, institutional services 1 Oct 2013 Other 6262197
Francis O D'andrade Vice president, private client service 1 Oct 2013 Other 6262198
Manon Gauthier Chief financial officer 1 Oct 2013 Other 6262638
Kevin Allan Side Vice president, administration 1 Oct 2013 Other 4539266
Francis Orlando Martin D'andrade Vice president, private client service 1 Oct 2013 Other 6262198
Joseph John Pochodyniak Vice president, private client 1 Jan 2015 Other 6520111
Robert Gaal Vice-president, business development 1 May 2015 Other 6551160
John Teskey Vice-president, business development 1 May 2015 Other 6551161
Krystian Urbanski Senior vice-president, associate portfolio manager, business development 1 May 2015 Other 6551162
John Crosby Brady Teskey Vice-president, business development 1 May 2015 Other 6551161
Krystian Roman Urbanski Senior vice-president, associate portfolio manager, business development 1 May 2015 Other 6551162
Gerry Deboer Chief financial officer 1 Feb 2016 Other 6631559
Gerry Henry Deboer Chief financial officer 1 Feb 2016 Other 6631559

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Joyce Ellen Hahn Owner 1 Mar 2011 50% - 75% 5898292
Industrial Alliance Insurance And Financial Services Inc. Owner 1 Oct 2013 75% - 100% 98-0018913

Based in Toronto, Ontario

The principal office where Forstrong Global Asset Management Inc. performs its advisory services is located at 26 Wellington Street East, Toronto, Ontario, M5 E 1 S2, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 888-419-6715 or by fax 877-342-4246. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at forstrong.com.