Faircourt Asset Management

Faircourt Asset Management

Faircourt Asset Management

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.

History of Faircourt Asset Management

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.

Products and Services of Faircourt Asset Management

Faircourt offers a wide range of products and services to Canadian investors, including:

  • Mutual funds
  • Exchange-traded funds (ETFs)
  • Closed-end funds
  • Segregated funds
  • Portfolio management services

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.

Culture at Faircourt Asset Management

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.

About Faircourt Asset Management President and CEO Charles Taerk

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. 

Future at Faircourt Asset Management

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.


Pot core drives fund's impressive November performance

Sub-advisor reflects on impact of election and explains why there are significant tailwinds for 2021

How U.S. pot firms have thrived under lockdown

Portfolio manager on encouraging numbers – and why Canadian companies are lagging behind

'There's room for more than one large-cap pharma winner'

CEO of asset manager tells WP that selectively owning a number of firms chasing a COVID-19 vaccine could pay off

Can pot stocks weather the COVID-19 hurdle?

Leading observers weigh in on what the pandemic era might mean for Canada's fledgling industry

Canadian pot industry is disappointing investors and itself

It's been a year since legalization but the black market remains

Pot investors’ patience wearing thin amid rising writedown prospects

As the high from the hype fades, Canadian producers are no longer able to get away with large losses

Why US pot firms are putting Canada in the shade

Fund manager explains shift and why valuations, regulation and marketing are proving critical

Why firing Linton could be good for Canopy investors

Fund manager says it appears entrepreneur paid for “financial weaknesses” but that pot firm’s decision reflects shift in industry

Pot potential to continue through 2019, says Ninepoint

Despite the severe volatility in the sector near the end of last year, the firm has predicted continued positive trends

2018 Year in Review

From rising interest rates to headline-grabbing cannabis stocks, 2018 had no shortage of events that impacted the financial world