About Us

Wealhouse is a Toronto based global investment firm. We comb the globe for businesses with great long-term growth potential in earnings and free cash flow. We only invest in businesses where we have the opportunity to meet management to discuss some of our checklist questions that we feel are most relevant to our mutual success as potential long-term shareholders. We look for management teams that have the ability to build businesses with loyal customers, employees and shareholders.

Investment Philosophy

Our investment philosophy is based on a fundamental bottom-up approach. We look for companies with proven business models, strong balance sheets, above market profitability and best in class management teams. We look for companies with compelling growth stories, but don’t want to pay for it. We believe our edge stems from our meetings with global management teams, allowing us to obtain key industry and company insights.

Investment Research

Scott Morrison, CFA

Chief Executive Officer & Chief Investment Officer

Scott Morrison is a founding partner, Chief Executive Office & Chief Investment Officer of Wealhouse Capital Management. Scott has over 20 years of experience in the public and private global capital markets. Scott began his investment career as a research analyst at Mackenzie Financial in 1994. Since that time, Scott has worked as a senior portfolio manager for a variety of investment management firms including:
Mackenzie Financial, CI Funds, and Investors Group.

From June of 2003 through to February 2011, Scott was the lead manager of the Empire Small Cap Fund generating first quartile performance for the Fund in relation to its peer group over that time period.

In July of 2008, Mr. Morrison co-founded Wealhouse Capital Management and simultaneously launched the Panorama Fund. The Fund enables Scott to take advantage of all the investment tools and investment opportunities that he believes provide the greatest possibility for generating positive long-term returns for clients.

Mr. Morrison sits on the Finance Committee of the Centre for International Governance Innovation. In that capacity Scott oversees the investment firms entrusted with managing CIGI’s endowment funds. From 2005 to 2009 Scott was a member of the board of directors for Timbercreek REIT.

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Colin McPherson, CFA

Portfolio Manager

Colin McPherson is a Portfolio Manager focusing on the Financials, Oil & Gas, and Clean Tech sectors. Colin received a Bachelor of Commerce degree from Dalhousie University in 2007 and became a CFA charter holder in 2012.

Prior to joining Wealhouse Capital Management in 2009, Colin worked at Standard & Poor’s focusing on rating Collateralized Debt Obligations.

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Justin Anis, CFA

Portfolio Manager

Justin Anis is a Portfolio Manager here at Wealhouse. Justin rejoined Wealhouse in August 2016 after starting his career with the firm in September 2008. Prior to rejoining the firm, Justin managed a family office in Oakville, Ontario and prior to that was an Associate Portfolio Manager at SW8 Asset Management in Toronto. Justin became a CFA Charterholder in 2012.

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Warren Yee

Senior Investment Analyst

Warren Yee is a Senior Investment Analyst focusing on Semiconductors, Industrials, Paper and Forest, and Digital Entertainment sectors. Warren received an Honours Economics and Financial Management degree from the University of Wilfrid Laurier in 2007.

Prior to joining Wealhouse Capital Management in 2009, Warren worked at State Street as a Compliance Analyst.

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Operations & Compliance

Lydia Ching

Director of Operations and Chief Compliance Officer

Lydia Ching joined Wealhouse Capital Management in 2008 as a founding member of the firm. She holds the position of Director of Operations and Chief Compliance Officer. Lydia has over 15 years in the investment and banking industry and is responsible for policy development and implementation, compliance matters and regulatory filings along with the review and monitoring of the firm’s financial and operational systems controls.

Prior to joining Wealhouse Capital Management, Lydia was at HSBC Securities and HSBC Bank Canada where she managed personnel teams responsible for delivering a variety of complex financial services to high net worth individuals. Lydia obtained a Bachelor of Science degree from the University of Waterloo and is fluent in English and Cantonese. She has also completed the Canadian Securities Course and the Partners, Directors and Senior Officers Course.

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Alan Moore

Director of Client Services

Alan brings over 20 years experience in the financial services industry to his role as Director of Client Services.

Prior to joining Wealhouse Capital Management in 2011, Alan began his career in the Isle of Man where he held positions at Barclays, Fortis and Bank of Bermuda. In 2001 he moved to Bermuda where until 2008 he held the positions of Manager and General Manager of the fund services subsidiary of Bermuda Commercial Bank, and positions on the board of directors for each entity. Moving to Canada in 2008 Alan was appointed as Director of Operations at Commonwealth Fund Services.
Alan qualified as a Chartered Secretary with the Institute of Chartered Secretaries and Administrators in 2004.

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Chloe Leung

Administrator

In her role as Administrator, Chloe Leung supports the Director of Operations in the Operations department. Chloe received a Bachelor of Administrative Studies degree with Specialized Honours in Business Research from York University in 2009 prior to joining Wealhouse Capital in 2010.

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