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Enriched Investing Incorporated

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Overview

$1,000+

Min Project Size

2 - 9

Employees

1989

Year Founded

ABOUT ENRICHED INVESTING INCORPORATED

Enriched Investing Incorporated

Enriched Investing Incorporated is a Canadian investment management company that offers discretionary portfolio management services to both institutional and private clients. Our portfolios are actively managed, with investment choices made through a logical and transparent process that employs established risk management strategies. Our investment team possesses considerable experience, credibility, and effectiveness, starting with a thorough analysis aimed at identifying value in publicly traded companies within our research scope. Each client receives a personalized portfolio tailored to their distinct long-term objectives and individual preferences. Our core strength lies in crafting sophisticated stock and bond portfolios designed to deliver a reliable and growing income stream, all while considering each client's specific situation. Our management team is experienced, accountable, and committed, implementing a success strategy that aligns with the firm's strengths. We maintain excellent prime brokerage and custodial relationships that are of the highest institutional caliber, diversified among various parties and consistently monitored. All policies, procedures, and disaster recovery plans are documented and understood by our entire staff.
LANGUAGES SPOKEN
EnglishFrench
HIGHLIGHTS

$1,000+

Min Project Size

2 - 9

Employees

1989

Year Founded

Services
Focus
Industries
Clients
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting

About the Team

OUR STORY
Enriched Investing Incorporated, founded in 1989, is a privately owned investment management firm dedicated to acting as fiduciaries with the highest legal and ethical standards. Led by a seasoned team including President Margaret Samuel, CFA, and Executive Vice President Darryl Cailes, the company emphasizes disciplined portfolio management and independent decision-making free from external influences. With decades of experience, their professionals manage assets conservatively to help clients achieve peace of mind and personal financial goals. Their culture values clarity, integrity, and transparency, reinforced by adherence to strict regulatory compliance and high-quality custodial relationships. Through focused expertise in investment strategies, Enriched Investing strives to enrich clients' lives by removing stress from investment decisions.

Projects & Clients

Project Size & Rate
Minimum Project Size

$1,000+

Locations

Headquarters

PO Box 1016, TD Centre

Toronto, Ontario, Canada M5K 1A1
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