Profile
Mr. Trevor McHaney, CFA, is a Chief Executive Officer & Chief Portfolio Strategist at Vestcap Investment Management, Inc. He set the firm’s overall investment strategy and help portfolio managers develop tailored solutions that meet clients’ needs and expectations.
Early in his career, Mr. McHaney worked as a teller and personal banker for one of Canada’s big banks before joining HSBC’s alternative fund services division.
While with HSBC he gained significant international experience as a technology superuser in Bermuda and India and was an AVP on the bank’s £20 million global “big data” initiative.
After returning to Canada, Mr. McHaney took senior investment positions with two of Canada’s premier institutional investment management providers before launching his own private client wealth management platform, which he eventually sold to a local hedge fund manager and successfully exited in 2018.
He received his undergraduate degree from The Schulich School of Business.
Former positions of Trevor McHaney
| Companies | Position | End |
|---|---|---|
Vestcap Investment Management, Inc.
 Vestcap Investment Management, Inc. Investment ManagersFinance Vestcap Investment Management, Inc. is a Canadian independent investment management company that has been operating for over 30 years. The private company is based in Toronto, Canada. The company does not sell products or make commissions, and are fully aligned with their clients. The company was founded in 1988 by Mowbray Nugent Schneider. The CEO is Robert Douglas Furse. | Chief Executive Officer | 31/12/2021 |
LifeWorks Investment Management Ltd.
 LifeWorks Investment Management Ltd. Investment ManagersFinance LifeWorks Investment Management Ltd. (LWIM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 2012 as Morneau Shepell Asset & Risk Management Ltd. and changed their name into LifeWorks Investment Management Ltd. in 2021. They are a subsidiary of LifeWorks, Inc., which is owned by TELUS Corp. (TSX: T; NYSE: TU). LWIM provides investment advice to individual and institutional investors. | Corporate Officer/Principal | 30/11/2014 |
Artemis Investment Management Ltd.
 Artemis Investment Management Ltd. Investment ManagersFinance Artemis Investment Management Ltd. (Artemis IM) is an investment management firm headquartered in Toronto, Canada. The firm is a subsidiary of Artemis Investment Management Corp. Artemis IM offers a diverse suite of products designed to meet the unique needs and risk-return profiles of various groups of investors. | Corporate Officer/Principal | 31/03/2011 |
Northwater Capital Management, Inc.
 Northwater Capital Management, Inc. Investment ManagersFinance Northwater Capital Management Inc (Northwater capital) is a venture capital subsidiary of Northwater Capital Inc. founded in 1989 by David G. Patterson. The firm is headquartered in Ontario, Canada. | Corporate Officer/Principal | 31/12/2007 |
Training of Trevor McHaney
| The Schulich School of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Vestcap Investment Management, Inc.
Vestcap Investment Management, Inc. Investment ManagersFinance Vestcap Investment Management, Inc. is a Canadian independent investment management company that has been operating for over 30 years. The private company is based in Toronto, Canada. The company does not sell products or make commissions, and are fully aligned with their clients. The company was founded in 1988 by Mowbray Nugent Schneider. The CEO is Robert Douglas Furse. | Finance |
LifeWorks Investment Management Ltd.
LifeWorks Investment Management Ltd. Investment ManagersFinance LifeWorks Investment Management Ltd. (LWIM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 2012 as Morneau Shepell Asset & Risk Management Ltd. and changed their name into LifeWorks Investment Management Ltd. in 2021. They are a subsidiary of LifeWorks, Inc., which is owned by TELUS Corp. (TSX: T; NYSE: TU). LWIM provides investment advice to individual and institutional investors. | Finance |
Artemis Investment Management Ltd.
Artemis Investment Management Ltd. Investment ManagersFinance Artemis Investment Management Ltd. (Artemis IM) is an investment management firm headquartered in Toronto, Canada. The firm is a subsidiary of Artemis Investment Management Corp. Artemis IM offers a diverse suite of products designed to meet the unique needs and risk-return profiles of various groups of investors. | Finance |
Northwater Capital Management, Inc.
Northwater Capital Management, Inc. Investment ManagersFinance Northwater Capital Management Inc (Northwater capital) is a venture capital subsidiary of Northwater Capital Inc. founded in 1989 by David G. Patterson. The firm is headquartered in Ontario, Canada. | Finance |
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