Kolona Capital Management Inc. is registered with the Ontario Securities Commission as a Portfolio Manager (PM), Investment Fund Manager (IFM) and Exempt Market Dealer (EMD).
The firm’s clients are ultra-high net worth families, discretionary investment advisors and investment funds.
We built Kolona Capital on the principles of transparency, accountability and flexibility. With a background in risk management and trading, we differ from traditional sales-driven firms. Keeping our clients’ best interests in mind, we provide direct access to the portfolio managers.
Our flexible, data-driven approach towards financial markets sets us apart from traditional firms. We have a unique ability to trade across multiple markets, including equities, fixed income, currencies, commodities and OTC structured products.
The founding partners of Kolona Capital Management Inc. have over 30 years of combined experience in managing risk and trading investment portfolios.
- Portfolio Manager for a multi-family office’s core fund managing $300MM+ in AUM.
- President of an alternative hedge fund posting positive returns over 4 years under operation.
- VP of proprietary and agency trading at Canada’s largest independent financial advisory firm.
- Bachelor of Economics from the University of British Columbia.
- Portfolio Manager for a multi-family office’s core fund managing $300MM+ in AUM.
- Investment Committee Member for a large Canadian multi-family office.
- Private Equity Associate for large Canadian multi-family office.
- Trader and Associate Portfolio Manager at Canada’s largest independent financial advisory firm.
- Bachelor of Commerce in Finance and Accounting from the University of Ottawa.