Hillsdale Investment Management

What Hillsdale Investment Management does

Hillsdale Investment Management Inc. is a Canadian independent investment boutique founded in 1996 and headquartered in Toronto, Ontario. The firm provides a full range of traditional equity investment management services with a stated focus on Canadian capital markets expertise and innovative investment research. It serves institutional investors and asset managers seeking portfolio allocation, ETF investment access, and institutional asset management capabilities, addressing the primary problem of investment management research for Canadian capital markets and institutional portfolio allocation decisions.

The firm operates as a private limited company under the legal name Hillsdale Investment Management Inc. Its only confirmed operating geography is Canada (North America), and it maintains a small employee base in the 11-50 range consistent with a boutique asset manager. Disclosed operational activities are limited: the firm is confirmed operating as of 2026 via its CFA Society Toronto Research Award partnership, and in 2024 it was reported as an institutional investor increasing its position in the iShares MSCI India Small-Cap ETF (SMIN) alongside AllianceBernstein, Goldman Sachs, Bank of America, and Causeway Capital Management.

Core products, fee structure, AUM, client roster, and technology stack are not disclosed in available sources. The company's website (hillsdaleinv.com) did not render functional content at the time of source capture. No revenue, pricing model, certifications, leadership roster, or M&A activity is publicly disclosed. The firm appears to operate independently with no disclosed parent company, subsidiaries, or ownership structure beyond its corporate registration in Canada.

Name

Hillsdale Investment Management

Legal name

Hillsdale Investment Management Inc.

Website

https://hillsdaleinv.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Hillsdale Investment Management is a Toronto-based independent Canadian investment boutique founded in 1996 that provides traditional equity investment management and research to institutional investors, with a focus on Canadian capital markets.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

akta.pro secondary industries

Small-Cap Equity (Active) (FSAAAIAC), Global Equity (Active) (FSAAAIAD)

Keywords

• Investment management
• Equity research
• Portfolio management
• Institutional asset management
• Capital markets research

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Core offering

Hillsdale Investment Management is a Canadian independent investment boutique that provides a full range of traditional equity investment management services. The firm concentrates on Canadian capital markets and delivers institutional investment research and portfolio management expertise to institutional investors and asset managers.

Product overview

No specific product or service information was available in the provided source data. The sources contained only a research award announcement (2026 Hillsdale Investment Management – CFA Society Toronto Research Award in partnership with CFA Society Toronto), news about institutional investment activities, and a non-functional loading page for the company website (hillsdaleinv.com).

Differentiator

Problem solved

Functional benefit

Products and services

• Traditional Equity Investment Management

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• CFA Society TorontocoreStrategic or Co-development Partner · 8 April 2026Hillsdale Investment Management partners with CFA Society Toronto to sponsor an annual research award. The partnership recognizes innovative research in investment management with a focus on Canadian capital markets. The winning paper receives CAD $15,000 and visibility through the Society's press releases, website, social media channels, and quarterly publication.

Recent moves1 record

Expansion highlights2 records

Direct peers

• Letko Brosseau Asset Management: Montreal-based independent Canadian boutique focused on traditional equity mandates for institutional clients — directly comparable in size, ownership structure, and active equity discipline.
• Connor, Clark & Lunn Financial Group: Canadian employee-owned multi-affiliate investment manager offering traditional equity and fixed-income strategies to institutional clients — directly comparable independent Canadian active manager.
• Burgundy Asset Management: Toronto-based independent Canadian boutique specializing in global, U.S., and Canadian active equity for institutions and high-net-worth investors — directly comparable boutique active-equity peer.
• Mawer Investment Management: Calgary-based Canadian independent investment boutique managing diversified equity, fixed-income, and balanced mandates for institutional and private-wealth clients — directly comparable as a domestic independent active manager.
• Beutel Goodman & Co. Toronto-based employee-owned Canadian boutique managing fundamental equity and fixed-income for institutional clients — same mandate focus, ownership model, and geographic footprint.
• Guardian Capital Group: Toronto-based Canadian asset manager offering active equity and balanced mandates to institutional and retail clients — comparable traditional active equity product mix and Canadian institutional client base.

Broad incumbents

• AGF Management: Toronto-based Canadian asset manager with active equity, balanced, and alternative strategies distributed to institutional and retail investors — a larger incumbent in the same Canadian active-equity space.
• Fiera Capital: Montreal-headquartered Canadian asset manager offering active equity, fixed income, and alternative strategies across institutional and retail channels — broader scope and scale than Hillsdale but overlapping product set.
• Invesco: Global asset manager with significant Canadian institutional presence and active equity capabilities — co-holder of the SMIN ETF position alongside Hillsdale, illustrating the same institutional-investor competitive set.
• CI Global Asset Management: Toronto-based Canadian asset manager with diversified active equity and balanced mandates; broader product shelf and distribution make it a scaled incumbent versus Hillsdale's boutique scope.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/hillsdale-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hillsdale Investment Management