First Asset
Overview
First Asset is an independent investment firm dedicated to offering smart, low-cost solutions that address the real-world investment needs of Canadians, including capital appreciation, income generation, and risk mitigation. The firm specializes in exchange-traded funds (ETFs) and financial advisory services, aiming to deliver better risk-adjusted returns than the broad market while helping investors achieve their personal financial goals. Established in 1996, First Asset has grown to become a leading provider of ETFs in Canada, offering a comprehensive suite of ETF solutions. The firm's diverse and specialized lineup of ETFs strives to deliver better risk-adjusted returns than the broad market, while helping investors achieve their personal financial goals. In 2015, First Asset was acquired by CI Financial Corp., a Canadian wealth management company. This acquisition expanded First Asset's capabilities and resources, allowing it to enhance its investment offerings and continue serving the Canadian market effectively.
Investment Focus
- Focus on Canadian and U.S. markets
- Interest in technology, healthcare, energy, infrastructure, and financial services sectors
Portfolio Companies
Reach First Asset directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about First Asset
What sectors does First Asset invest in?
First Asset invests in Financial Services, Technology, Healthcare, Energy and Infrastructure, and is based in Toronto, Ontario, Canada. First Asset is listed as a private investment firm in the ConnectSafely investor database.
What stage does First Asset invest at?
First Asset backs companies at Early Stage, Growth and Buyout, writing cheques of 1M - 50M.
Which regions does First Asset invest in?
First Asset invests across United States and Canada.
Who are the partners at First Asset?
Team members listed for First Asset include Karen Wagman (Chief Financial Officer).
What companies has First Asset invested in?
First Asset's portfolio includes Schneider Power and Covington Capital Corporation.
How do I contact First Asset?
First Asset's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
