WhiteHaven was founded in 2014 with the sole belief that we can make a difference in our clients’ lives. We believe in challenging the status quo, in being different and in leading by example. “CHALLENGING EVERYTHING” is part of our DNA. We are a culture rooted in deep fundamental research, the pursuit of investment insight, the understanding of risk management and continuous innovation on behalf of our clients, all of which is facilitated by the collaborative discussions and input of our teams across the organization.
Over the years, our passion to challenge the status quo has benefitted our clients and afforded them unique investment opportunities. Our team’s drive and dedication is still just as dynamic as it was when we first started many years ago.
As a private, independent investment group, WhiteHaven is structurally aligned with the long-term interests of our clients. We have no external parent company or public shareholders to serve, nor other lines of business to distract us from our core mission. And with our employees, their families and our friends invested alongside our clients — coupled with our values and commitment to transparency — we are truly in this together.
From offices across Canada, WhiteHaven offers a range of financial products from equity and fixed income to alternative investments through our vast network of representatives. In addition, we offer discretionary portfolio management services and implement strategies for using leverage in our clients’ portfolios.
WhiteHaven has built a diverse team of individuals united in their commitment to challenging the status quo while continually working towards their goal of meeting client outcomes and achieving investment excellence.
Tommy Baltzis – WhiteHaven CEO
He who has a why to live can bear almost any how
– Friedrich Nietzsche –
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Investing for you and with you
WhiteHaven is a private, independent, employee-owned investment firm, a rare structure in an industry where almost all other investment firms are either public or owned by other financial institutions.
This independence along with our diversified business line focus allows us, both as an organization and as individuals, to commit ourselves fully to our clients’ long-term interests. With no external parent or public shareholders to serve, we are empowered to run our business with a lasting, client-centric perspective.
As such, our representatives, employees and portfolio managers have the freedom to concentrate their efforts on our firm’s core competency of investment management. This advantage enables us to work with and for our clients in a way that other firms cannot. Moreover, our employees and their families have significant personal capital invested alongside that of our clients.
We are truly in this together.
Our values and commitment to transparency are aligned with the long-term interest of our clients
Independently owned, no external parent or public shareholder
Challenging the status quo
As a private and independent investment firm, WhiteHaven has the freedom to focus exclusively on investing for our clients for the long term. As such, we are deeply attuned to each client’s unique combination of investment goals/needs and we are dedicated to making them materialize regardless of market conditions.
Our team’s dedication on a daily basis is rooted in the belief that challenging the status quo as well as thinking and acting differently enables us to enhance our offering and surpass our clients’ expectations. Inherent in this challenge culture is a commitment to innovation and a firm-wide drive to uncover new opportunities as markets and client needs evolve.
Since our founding, we have been on the forefront of a number of industry trends and foresights, from offering unique alternative investments through the exempt market to shifting wealth management decisions away from the traditional 60/40 portfolio. WhiteHaven has thus emerged as a leader in this changing landscape.
Our commitment extends beyond our lineup of investment products. We continuously strive to collaborate with our clients in order to overcome a variety of challenges, be it a taxation minimization plan or an investment advisor helping in other financial aspects. We are proud to be a thought leader not only in our industry but for our clients, offering access to our investment professionals, both in person and through our network.
WhiteHaven Securities obtains its license to operate as an exempt market dealer, mutual fund dealer and portfolio manager, opening an office in Laval, Québec, aiming to become a multi-licensed investment firm by offering unique investment opportunities to retail clients.
WhiteHaven Securities gains traction across Canada with its unique offerings in the exempt market industry along with its client-tailored approach to wealth management, expanding to Ontario, Alberta and British Columbia.
WhiteHaven Securities’ portfolio management division is spun off into a separate entity, entirely focused on expanding the wealth management division, WhiteHaven Asset Management.
Due to the growing prospects on the venture capital side, WhiteHaven Ventures comes to life with one goal in mind: to achieve superior returns for our investors by targeting opportunities that have great growth potential when bundled with an outside catalyst. Our aim is to create real added value for these opportunities.
WhiteHaven Asset Management obtains its IFM license and sets its sights on launching its first fund family in the near future.
With the growing demand and need for alternative financing along with financial guidance, WhiteHaven Corporate Finance is formed to address these market demands.
With more people on the move than ever before in history, WhiteHaven Securities launches OpenGate, the world’s largest immigration by investment portal.
WhiteHaven has established a relationship with the Bank of Montreal (BMO) for a retail lending referral program.
There will always be rocks in the road ahead of us. They will be stumbling blocks or stepping stones; it all depends on how you use them
– Friedrich Nietzsche –
A firm-wide responsibility
Risk management has been central to WhiteHaven’s investment culture since our early beginnings. Each and every team at WhiteHaven is dedicated to identifying and managing risk; risk to our clients, risk to our portfolios, risk to our reputation.
We believe that fostering an environment of strong internal control is vital. To this end, we have established a rigorous enterprise risk management framework (ERM) that focuses on both investment and operational risks, in order to protect client assets and our reputation.
Together, we make a difference
At WhiteHaven, building relationships is at the root of our success as a leading investment firm in Canada.
Building strong communities takes more than writing a cheque: it takes participation. Our management team, advisors and employees show their support by contributing their time towards several non-profit organizations throughout the year. This connects WhiteHaven through a shared sense of responsibility to give back, to help and care for our community. Together, our goal is to make a positive impact on society, bring people together and make a difference in the communities we live in and serve.
We focus our social responsibility efforts on five key issues affecting the mental, physical and financial well-being of Canadians: education, health and wellness, arts and culture, social services and community development.
To ensure that our efforts create positive change for the well-being of our society, we work with organizations like Le tour cycliste des policiers de Laval, 24h Tremblant, Annual Tournoi Kristopher Letang, Games for Hope Foundation and others, who share our values of H.O.P.E:
H – Honour and Compassion
O – Openness and Integrity
P – Partnerships and Community
E – Excellence and Passion
July 17, 2021 – WhiteHaven is proud to support the 19thannual Olympia Charity Golf Classic as a Gold sponsor. Funds raised are donated to charities chosen by the Olympia Charitable Foundation. The tournament was a great success in spite of these uncertain times, with 134 golf participants, 40 sponsors, and a very successful silent auction.
August 12, 2019 – Kris Letang, along with NHL players (past and present) including former teammates Max Talbot and David Perron, participated in the 3rd annual “Tournoi Kristopher Letang.” The proceeds from the hockey tournament benefit local Quebec children’s charities.
Following the tournament, the hockey star was on hand for a trophy presentation and meet and greet with fans and players. A special guest, Kris’ son Alex, presented the trophies to the winning teams!
For more details, please visit: http://krisletang.org/
August 05, 2018 – WhiteHaven is proud to take part in this event which raised $120,000 to help sick children at the Ste-Justine Hospital. The Three-time Stanley Cup champion and Montrealer Kris Letang was part of the WhiteHaven hockey team once again.
To read the full article, please visit: cbc.ca
June 19, 2018 – WhiteHaven is proud to support this event as the “Hole in one” sponsor. Funds raised in the Charity Golf Classic are donated to the Olympia Charitable Foundation. The 17th Annual Golf Tournament was one of the biggest the foundation has had to date, with 144 golf participants, 30 sponsors, and a very successful silent auction.
For more details, please visit: The Olympia Charitable Foundation
August 07, 2016 – The 14th annual Games for Hope corporate sports fundraising event raised a record $375,000 for three Montreal children’s charitable organizations: Starlight Children’s Foundation Québec, Leucan and Breakfast Club Canada.
The event, held June 18, 2016 at Le Complexe Sportif Bell in Brossard, was attended by close to 1,200 people including WhiteHaven Securities President and CEO Tommy Baltzis. Asked why it was important to support the event, he said “It’s unbelievable what people can do when they put their minds to things and, in this case, a direct impact on children lives.” The WhiteHaven Securities team, which raised $40,000, won the Top Team Fundraising Trophy.
To read the full article, please visit: montrealgazette.com
August 29, 2015 – The 2015 Games for Hope event, a Montreal corporate sports tournament that drew nearly 1,000 people to the Complexe Sportif Bell in Brossard on June 13, raised about $300,000 for three children’s charities: the Starlight Children’s Foundation of Quebec, the Juvenile Diabetes Research Foundation and the Missing Children’s Network Quebec. WhiteHaven was proud to participate by raising $20,000 for this event.
For more details, please visit: montrealgazette.com
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