Fieldhouse Capital Management Inc.
Wealth Management should be full service.
Our objective is to generate absolute returns for clients by using all the tools at our disposal for conservative wealth creation and wealth preservation. Our team is always accessible.
Wealth Management Services
An integrated approach to your financial future
By bringing these services together into one financial plan, our goal is to address every part of your financial future in one place.
Discretionary Portfolio Management
As registered Portfolio Managers, we take direct responsibility for your investment decisions, building portfolios designed around your specific needs and objectives.
See our portfoliosFinancial Planning
Through careful analysis, we pinpoint your goals, identify potential shortfalls, and design a tailored plan built for long-term confidence.
Meet JohnInsurance & Estate Planning
We help protect what you’ve built by pairing insurance solutions with strategic estate planning, so your legacy transfers smoothly to the next generation.
More on FieldhouseTax Planning
We build strategies aimed at improving your tax efficiency, reducing liabilities, and helping you keep more of what you earn.
Severance & tax planningLifestyle & Philanthropic Planning
We help align your wealth with what matters most to you — supporting the lifestyle you want and creating room for meaningful charitable giving.
More on FieldhouseFieldhouse Proprietary Funds
Fieldhouse manages its own suite of proprietary investment funds, giving investors direct access to our team’s own strategies and expertise.
Explore our fundsThe Kason Point
A disciplined, six-step investment process
We take an innovative and disciplined investment approach based on income generation, offering investors a high level of diversification across multiple asset classes. Our team gets to know your situation, discusses your investment options, and provides access to a wide range of financial products — making recommendations based solely on your personal investment goals.
- 01 Needs Analysis
- 02 Asset Allocation
- 03 Portfolio Design
- 04 Investment Manager Selection
- 05 Portfolio Construction and Monitoring
- 06 Risk Management
Prince George Family Office
The people behind your portfolio
Meet the full Prince George Family Office team on Fieldhouse
Our Family Office Approach
Wealth management built around you
As a family office, our goal is to simplify complex financial decisions by aligning your strategy with your personal goals — bringing an abundance of dedicated resources and a long-term perspective to your wealth planning.
Client-Focused
Every strategy is built around your specific circumstances and goals, with the aim of delivering a genuinely personal client experience at every step.
Investment Expertise
Our team brings years of hands-on experience, professional certifications, and deep market knowledge to every client relationship.
Accountability
Clear, transparent reporting and consistent monitoring keep your investment plan on track and aligned with your goals over time.
Advisory Advantage
Over a decade of industry experience and strong community ties give you access to a trusted network of analysts, lawyers, accountants, and insurance specialists.
Severance Plan
Be sure you talk to a Certified Financial Planner before making any decisions.
Who we work with