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Prioritizing You Through
Personal Financial Services

Virtual & In-Person Guidance

Work with Us

Welcome to Terra Nova Asset Management

We are a partner-owned investment advisory firm that manages individual portfolios for our clients. As an independent firm, we are proud to be client-focused—our interests are always aligned with yours. When we started our firm in 1998, we wanted to follow our investment philosophy and put our clients' needs first, rather than push products and cater to a mass market. That’s why you can expect personalized service from us as we work to understand your goals, build a portfolio aligned with them, and manage your assets over time.

We Believe in Long-Term Relationships

Our client relationships are long lasting and based on a commitment to your goals.

What It’s Like to Work With Us

You always
come first.

We put the client before the product. You can rest assured knowing that your best interests are our top priority.

Our process is transparent.

This means straightforward solutions and no hidden fees. We don’t invest in mutual funds, structured products or anything that can’t be explained in a simple way.

We offer comprehensive services.

Your requests will be responded to almost immediately. We are also pleased to offer free-of-charge ancillary services.

Whom We Serve

High Net Worth Individuals

Business Entrepreneurs

Business Executives

Retirees

Widows and Widowers

Families

Trusts

Think We Would Be a Good Match?

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