BCV Asset Management

BCV Asset Management Inc. is a portfolio management firm founded in 2007 by Tony Demarin. Headquartered in Winnipeg, Manitoba, the firm specializes in discretionary asset management services for high-net-worth investors, corporations, and institutions across Canada, offering an alternative to mass-market investment products.

The company's business model is centered on providing customized investment portfolios within Separately Managed Accounts (SMAs). This structure allows for a direct relationship between the client and their Portfolio Manager, who has a fiduciary duty to act in the client's best interest. BCV's investment philosophy follows a value-based style, focusing on undervalued or fairly-valued, dividend-paying, blue-chip companies and investment-grade bonds to achieve its primary objectives of capital preservation and income generation.

Significant milestones include the 2021 acquisitions of two Winnipeg-based firms, Antares Investment Management Inc. and Nelson Financial Consultants, which expanded its team and service offerings. In November 2024, BCV was acquired by ATB Financial, the largest financial institution headquartered in Western Canada, and now operates as a wholly-owned, standalone subsidiary. Despite the acquisition, BCV has retained its brand identity, leadership team, and Winnipeg headquarters to ensure service continuity. As of late 2024, the firm managed assets exceeding $5.8 billion.

Keywords: discretionary asset management, portfolio management, separately managed accounts, value investing, capital preservation, income generation, high-net-worth investors, investment management, Canadian wealth management, blue-chip stocks, dividend growth, fixed income, financial services, investment-grade bonds, ATB Financial, wealth preservation, customized portfolios, investment strategy, fiduciary duty, institutional investors