The Heitner Group

What The Heitner Group does

The Heitner Group is the family-owned investment office of Canadian entrepreneur Bernard Heitner, based in Toronto. The firm manages the personal investments of its founder and serves as the holding structure for the Heitner family's wealth, with no external fee-paying clients and no publicly disclosed pricing. Its primary operating affiliate is Reddick Wellington, an investment platform founded and led by Bernard Heitner that focuses on asset management, real estate investments, and private equity, positioning itself around partnerships with "visionary business leaders." A secondary entity, The Heitner Charitable Foundation, supports mentoring programs and community giving.

The group is closely associated with the 1992 founding and 2017 sale of Cambridge Global Payments, which Bernard Heitner built into the largest private foreign exchange house in North America before divesting it for $900 million. That exit underpins the family's investment capacity and is the primary signal of principal-level operating experience. Headcount is reported at 11–50 employees, consistent with a small private investment office rather than an operating business. No technology stack, products, pricing models, or commercial go-to-market motion are disclosed, reflecting the entity's nature as a personal family office rather than a revenue-generating enterprise.

From a business-model standpoint, The Heitner Group does not appear to generate conventional revenue. It is funded by the family's investment returns and any economics associated with Reddick Wellington's co-investment activity. There are no disclosed funding rounds, institutional investors, M&A activity, regulatory actions, or strategic transactions beyond the historical Cambridge divestiture, leaving the entity effectively a wealth-preservation and capital-allocation vehicle with full key-person dependency on its founder.

Name

The Heitner Group

Legal name

The Heitner Group

Website

https://heitnergroup.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

The Heitner Group is the Toronto-based family-owned investment office of entrepreneur Bernard Heitner, managing the Heitner family's wealth through asset management, real estate, and private equity via its affiliate Reddick Wellington, with no external fee-paying clients.

Ownership category

akta.pro rank

Product category

Family Investment Office & Private Equity

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industry

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)

Keywords

• Family investment office
• Asset management services
• Private equity investments
• Real estate investments
• Wealth management

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

The Heitner Group is a family-owned investment office that manages and deploys capital through its affiliated platform Reddick Wellington, focusing on asset management, real estate investments, and private equity. The firm partners with visionary business leaders to build successful organizations and long-term value. The group also operates The Heitner Charitable Foundation, supporting mentoring programs and community giving.

Product overview

The Heitner Group operates as a family-owned investment office led by Bernard Heitner. The primary offering is Reddick Wellington, a platform focused on asset management, real estate investments, and private equity. Additionally, The Heitner Charitable Foundation represents the family's community engagement and mentoring programs. Note: Cambridge Global Payments, which Bernard founded and sold for $900 million in 2017, is a former business venture and not a current product.

Differentiator

Problem solved

Functional benefit

Products and services

• Reddick Wellington An investment platform focused on asset management, real estate investments, and private equity, led by Bernard Heitner as founder and CEO. It deploys capital and partners with business leaders to build successful organizations.
• The Heitner Charitable Foundation A charitable initiative by Bernard Heitner and his family, supporting mentoring programs and ongoing community giving efforts.

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.

• Reddick WellingtoncoreOthersReddick Wellington is the investment vehicle founded and led by Bernard Heitner, where he leads a team of experts focused on asset management, real estate investments and private equity. The Heitner Group and Reddick Wellington operate in conjunction, with Bernard serving as founder and CEO of Reddick Wellington.

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Onex Corporation: Onex is a Toronto-headquartered private equity and investment firm founded by Gerald Schwartz. While far larger and a public entity, it operates a comparable model of acquiring and partnering with operating companies with long-hold patient capital, serving as a Canadian benchmark for the same owner-operator family-office track.
• Power Corporation of Canada: Power Corporation is a Montreal-based diversified investment and holding company controlled by the Desmarais family. It is a comparable Canadian family-controlled investment platform with exposure to financial services, asset management, and private equity, although at substantially greater scale.
• Weston Family Office (George Weston Limited): The Weston family's holdings and investment activities through George Weston Limited represent a Canadian single-family investment platform spanning operating businesses, real estate, and private investments. It is comparable to The Heitner Group as a domestic family-owned investment vehicle, though at a meaningfully larger scale.

Direct peers

• Romspen Investment Corporation: Romspen is a Toronto-based private investment manager focused on real estate debt and equity, as well as select private equity investments. It is highly comparable as a Canadian private-investment platform deploying partner and family capital across real estate and PE, mirroring The Heitner Group's Reddick Wellington structure.
• Thomvest Asset Management: Thomvest is a Toronto-based family office of the Thomson family that invests in private equity and venture capital, with a focus on founder-led and growth-stage companies. It is a direct parallel to The Heitner Group in mandate, structure (single-family office), and Canadian entrepreneurial-investment orientation.
• Mount Kellett Capital Management: Mount Kellett is a Toronto-based alternative investment manager with PE and opportunistic credit funds. Comparable to The Heitner Group because it deploys pooled private capital into direct PE-style transactions from a Canadian base, often partnering with founders and management teams.

Emerging players

• ICONIQ Capital: ICONIQ is a global multi-family office and private investment firm serving founders and executives with wealth management, direct investing, and venture/private equity. It parallels The Heitner Group in serving wealthy founders with integrated personal investment and partnership-style private investing, although it serves many families rather than one.

Regional players

• Mawer Investment Management: Mawer is a Calgary-based discretionary investment manager serving institutional and private-wealth clients across global asset allocation. Comparable to The Heitner Group as a Canadian private asset manager with multi-asset class expertise serving long-term investors, though Mawer's business is primarily third-party fee-based rather than single-family balance-sheet investing.
• Canso Investment Counsel: Canso is a Canadian independent investment manager focused on fixed-income and credit mandates for institutional and family-office clients. Comparable as a Canadian private-investment firm managing long-horizon pooled wealth, though its specialization is narrower than the multi-strategy Heitner platform.

Others

• Reddick Wellington: Reddick Wellington is the affiliated investment vehicle founded and led by Bernard Heitner, operating asset management, real estate, and private equity strategies in conjunction with The Heitner Group. Listed here because it shares the same founder, mandate, and capital base, although it is a sister entity rather than an independent competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments3 records

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

Frequently asked questions about The Heitner Group