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Tricycle Asset Management is Canada's leading provider of alternative investment products with a focus on managed futures.

The Tricycle products offer True Diversification to thousands of individual Canadian investors.

Managed Futures Notes, distributed by independent financial planners, investment advisors and insurance representatives across Canada, provide individual investors access to the attractive returns and diversification benefits of managed futures, without risking their original investment - Common Sense Investing.

Rob Bourgeois, Fred Hirshfeld and Jan Holland, Managing Directors of Tricycle Asset Management, have over a decade of institutional experience focused exclusively on managed futures and managing pension fund assets. Tricycle hires and manages external professional futures trading firms - large, well-capitalized organizations investing in global markets on up to 50 different futures exchanges. Tricycle manages approximately $900 million in assets through the Managed Futures Notes.

Retail Marketing

Tricycle's investment products are sold through financial advisors as a reflection of the company's belief that investors can benefit significantly from having the advice and guidance of a professional who can create investment plans to help meet a client's unique goals.

· Financial Planning Firms - services financial planners and insurance agents from coast to coast
· Broker Dealers - services the investment advisors affiliated with banks and brokerage firms across Canada

Our Investment Policy

  • Conservative, active management
  • Strict risk management, legal controls and governance
  • AAA-rated, principal protected, government guaranteed ¹
  • Attractive annual returns: 12.52% net to investor since 1980 ²

    ...read more >>

Managing Directors

CWB Managed Futures Notes are only offered for sale in the provinces and territories of Canada.

CWB Managed Futures Notes are only offered for sale in those jurisdictions where they may be lawfully offered for sale and therein only by persons permitted to sell such securities.
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