We don't answer
to anyone except you.

 

Independent. Unique. Proven.

Investing seeks balance. It is a combination of science, art, strategy and discipline.

Our unique investment process has been developed and refined over the course of twenty years. It is a structured process that allows us to carefully measure the risks and rewards of our investment decisions in order to preserve and grow our clients’ assets, even through those inevitable moments of challenge and uncertainty.

Our strategies are shaped by:

  • Rigorous research
  • A fundamental commitment to continually develop and implement innovative and unique solutions
  • Our ability to access and utilize an open architecture investment platform

The outcome? An incredibly powerful and thoughtful approach to asset and portfolio management. Proven in its results.

Are you too busy creating
wealth to manage it?

 

THE APPROACH

At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and foundations throughout the world. With our collective sixty years of experience, our clients benefit from disciplined independent thinking. We don’t answer to anyone, except our clients.

With our clients’ objectives in mind, we incorporate our proprietary analysis with third party investment research to maximize risk-adjusted returns regardless of capital market conditions. Our clients capitalize on our ability to utilize an open architecture investment platform. In a word: our clients have access to the best possible investment solutions given their objectives. Unlike many of our competitors, we develop unique capital management strategies based on our consideration and evaluation of the potential and risks of all assets classes – including: equities, fixed-income instruments, commodities, currencies, private equity, and hedge funds. We also enable our clients to participate in private placements and utilize tailored volatility-based strategies as portfolio protection.

We are guided by our assurance and determination to preserve and grow our clients’ assets in challenging market conditions while ensuring that they participate in the returns generated during full market cycles. We continually refine our investment solutions to prepare our strategies for potential market volatility and tax implications while ensuring that we achieve our client short- and long-term objectives. That’s the advantage of independent thinking.

Money management
is in our DNA.

 

THE ADVANTAGE

We offer:

  • A proven and rigorous process which allows clients to achieve their tailored investment objectives
  • Investment experts who structure the portfolio – a rare commodity in the investment world
  • A comprehensive open architecture solution that ensures our clients’ investments are perfectly aligned with their objectives, thereby avoiding all conflicts of interest
  • A strategy focused on maximizing risk-adjusted rates of return
  • A risk management infrastructure with meticulous monitoring of limits and exposures
  • Strategies that are diversified across markets, asset classes and sectors
  • A strong technical team of experts with over sixty years of experience in the asset management industry
  • A rigorous selection process of complimentary third-party asset management providers
  • Custody and security of client assets held by a Tier 1 Canadian bank
  • A commitment to investor transparency and comprehensive reporting
  • The highest level of personalized client service

 

Lawrence Ullman

CHIEF EXECUTIVE OFFICER

Lawrence Ullman is the founder of Ullman Wealth Management, an independent provider of strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and foundations throughout the world.

Lawrence is a proven and accomplished strategist and investor. Prior to establishing his company, he led his team for 9 years with RBC Dominion Securities in Toronto, where he was consistently recognized for his performance within the elite Chairman’s Council. In 2001, Lawrence was named the firm’s top producer, the youngest person ever to achieve that honour. He retained that ranking until his departure to Richardson GMP Limited, where he was a successful Portfolio Manager for more than 11 years.

An active member of his community, Lawrence has served on the boards of several local and national charities, including Weizmann Canada – one of the world’s leading multidisciplinary scientific research institutions – and the Arthritis Society where he was also co-founder and co-chair of the All-In For Arthritis gala event, which to date has raised more than $4 million for arthritis research and development. Lawrence was a founding member of the New Group at the Art Gallery of Ontario. He is also a member of the Investment Committee of the Mount Sinai Hospital Foundation.

Lawrence is fluently bilingual and is a graduate of McGill University, where he earned both his Bachelor of Science and MBA degrees. Living with his family in Toronto, he’s a member of the Toronto Lawn Tennis Club and the Granite Club.

 

Craig McGee

PORTFOLIO MANAGER

Craig McGee is a Portfolio Manager with Ullman Wealth Management, responsible for portfolio construction, security research and model development.

Prior to joining Ullman Wealth Management, Craig worked for one of Canada’s leading independent equity research firms, implementing and researching factor-based investing strategies and providing investment consulting services for institutional and retail money managers. He advised many of the largest institutions in the country and has seen factor investing transform the way they manage assets – helping to build more robust, better diversified portfolios with the potential for seeking outperformance and reducing risk.

Craig is a Chartered Financial Analyst (CFA) charter holder and received a Bachelor of Business Administration degree and a Bachelor of Science degree from Wilfrid Laurier University.

 

Jonathan Tang

Jonathan Tang is an Associate at Ullman Wealth Management, responsible for portfolio trading and operational strategy.

He graduated from the University of Toronto with a Bachelor of Arts in Economics & Political Science, and has passed level 1 of the CFA program.

Jonathan has 9 years of experience in the financial service industry. Prior to joining Ullman Wealth Management, he worked for one of the largest banks in Canada where he gained significant experience in personal finance and trade execution. He also led the establishment of the Business Process Management practice within the firm’s Direct Investing arm, responsible for standardizing and streamlining operational efficiency across the business segment.

 

Fernando Moleirinho

Fernando Moleirinho is an investment industry veteran with over 25 years’ experience in brokerage operations, trading, business development, and marketing. He has held senior positions with TD Bank and National Bank of Canada including Vice President, Business Development.

Previously, as Regional Vice President, he oversaw a broad portfolio of Canada’s leading wealth managers, brokers and investment funds. In this role, he was responsible for maintaining a strong business relationship and all service levels.

In his earlier career, he held positions in securities administration and oversaw the portfolio administration of private clients and mutual funds.

 

 

CONTACT US

Lawrence Ullman
416 927 0000
lawrence@ullmanwealth.com

ULLMAN WEALTH MANAGEMENT
135 Yorkville Avenue, Suite 405
Toronto, Ontario M5R 1C4
info@ullmanwealth.com