Investment Partners is an independent money management firm based in Ottawa with clients across Canada. Investment Partners aspire to generate efficient, risk-controlled, and non-correlated results.
The management of Investment Partners are personally invested in the IP Fund, its sole product, and are focused exclusively on its success. Our interests are acutely aligned with those of our clients.
In operation since October 2009, we have deployed our present strategy since 2018. We have built a strong team of highly skilled business professionals and third-party vendors as a foundation for the Fund’s success.
Philip has been active in global financial markets for almost 30 years. He spent over a decade with J.P.Morgan & Co., structuring and trading risk management products across a variety of asset classes. He subsequently managed macro and commodities strategies as an asset manager and fund-of-funds manager.
Philip was also a founding investor in BetaPro Management, which eventually became Horizons Exchange-Traded Funds and grew to over $5 billion in assets under management.
Philip earned a Bachelor of Economics from Mount Allison University in 1989 and a graduate degree from the Georgetown University School of Foreign Service, in Washington, DC, in 1991.
James brings an impressive business and entrepreneurial background to Investment Partners Fund Inc. (IPF), including successfully building a large automotive distributor in Central and Southern Ontario. James retired as Chairman of Max Auto in April 2014.
James has spent his career assisting business owners in achieving their financial goals.
He is also active in the community with a number of philanthropic interests. James earned a Bachelor of Business Administration from Bishops University (1985).
Chris is responsible for managing the firm's relationships. Prior to joining the IP Fund, Chris founded Coffee Booster, where he is still actively President. He has an accomplished career in Sales & Marketing, helping businesses from startups to big business.
Chris earned a Bachelor of International Business from Carleton University (2010).
Alex is responsible for supporting the firm's investment research and corporate development efforts. Alex earned his bachelor of commerce with a major in finance at Ryerson University's Ted Rogers School of Management in 2021. Prior to attending school in Toronto, he played hockey competitively, including a season at the RedBull Academy in Salzburg, Austria.
Leslie currently provides operational and financial oversight for the company and fund. An accomplished administrator, manager, and director with more than 20 years representing global defence and security firm, Saab AB, and several years as Director of Special Projects for a Canadian EV infrastructure pioneer, Sun Country Highway. Leslie has two bachelor's degrees from the University of Ottawa, in Business Administration and Commerce/Marketing.