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Investment Management

Evidence-based portfolios, built for resilience, purpose, and long-term performance.

At Seven Hills, we don’t just manage money - we manage risk, longevity, and peace of mind. Our portfolios combine broad market exposure with strategic alternatives to create a more stable, tax-efficient path to true wealth. Every decision is rooted in evidence, guided by principle, and aligned with your long-term goals.
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Discretionary Management

We actively manage portfolios with full fiduciary care, applying disciplined oversight and a long-term view to grow and protect your wealth.
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Multi-Currency Portfolios

Designed for global lives, our portfolios seamlessly manage assets across currencies - with strategies built for both Canadian and U.S. tax efficiency.
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Portfolio Analysis

We uncover what others overlook - identifying risks, tax inefficiencies, hidden fees, and opportunities to align your investments with your values and objectives.
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Risk Management

Our approach is built to protect capital through volatility. Diversification, downside control, and institutional-level oversight are embedded in every portfolio we manage.
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a foundation of discipline & humility

At Seven Hills,
Our Investment Philosophy is Rooted in Evidence, not Ego

The traditional investment world often sells the illusion of consistent outperformance by star portfolio managers, often accompanied by compelling stories, slick branding, and the promise of superior returns. But behind the curtain, a quieter, more sobering truth persists - most active managers don’t beat the market, and the odds are overwhelmingly stacked against them.

At Seven Hills, we believe clients deserve better. Our investment approach is rooted in evidence, not ego, with broad market exposure as the foundation for diversification. We enhance stability and manage risk by selectively incorporating alternative assets and tactically adjusting our asset allocation.

Guided by principle - not prediction - we prioritize transparency, efficiency, and humility. Our disciplined, five-pillar philosophy keeps us focused, adaptable, and aligned with our clients' goals.

01  |  Investment approach

Evidence-Based Approach

We base our decisions on robust, data-driven research - not hunches or headlines. Studies like the SPIVA (S&P Indices Versus Active) report consistently show that active management underperforms passive benchmarks over time. We use this evidence to guide our approach, prioritizing strategies that tilt the odds in our clients’ favor.

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Long-Term Strategic Allocation

Our asset allocation is informed by decades of experience navigating global markets. From bull and bear cycles to financial crises and geopolitical shocks, our team has seen it all. We apply that experience to build globally diversified portfolios designed to stand the test of time - and help clients grow and preserve their wealth over the long term.

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Short-Term Tactical Adjustments

While our focus is long-term, we remain nimble when market conditions shift. Our portfolio team meets weekly to assess macro trends and risk exposures, making measured, data-informed adjustments when needed. This disciplined process allows us to respond thoughtfully to change without chasing fads or reacting emotionally.

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Leveraging Alternatives

We selectively use alternative investments - such as liquid alts, Bitcoin, and gold - to enhance diversification and risk management. Alternatives can provide uncorrelated return streams, act as hedges, and potentially improve outcomes during market downturns. Every alternative in our portfolios is thoroughly vetted for liquidity, fees, risks, and management quality.

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Disciplined. Repeatable. Effective.

Our investment process is grounded in a disciplined, rules-based framework designed to remove emotion and bias from decision-making. By applying a consistent methodology rooted in evidence and real-world experience, we deliver thoughtful, high-conviction portfolios that evolve with changing market dynamics - without compromising on quality or process.

We also embrace intellectual humility. When evidence challenges our assumptions, we adjust. Our goal is to be right - not to appear right. This mindset ensures our strategies stay aligned with client goals, and our values remain at the heart of everything we do.

Our Team

Our investment team brings together deep market experience, disciplined thinking, and a shared commitment to protecting and growing our clients’ wealth.

Patrick Keeley

President & Chief Executive Officer
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Grant Laschowski

Wealth Management Consultant
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Connor Schlichting

Portfolio Manager
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Gail Mifsud

Portfolio Manager
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Holistic Approach

Our management approach looks at wealth beyond the numbers. Transparent and fair fee structure.

The Difference is in the Details

What sets us apart isn’t just our performance - it’s our philosophy. We combine long-term thinking, transparent alignment, and values-driven service to help clients build wealth that lasts through generations.

Values-Based Firm

We’re guided by our seven core values, ensuring integrity, trust and a commitment to long-term client success.

Independence

As a privately-owned, fee-based firm, our interest are strategically aligned 100% with those of our client's.

Personalized Experience

We get to know our clients at a deeper level and provide a higher level of service than traditional wealth managers.

Partnership Model

Our partnership model brings forward the best experts – we bring the experts from our extensive network to our clients in all areas of wealth.

Join Us On The Path To True Wealth

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See How Else We Can Support Your Wealth Journey

We offer a full suite of advisory services spanning investment management, estate and tax planning, private banking solutions, and access to a trusted Longevity Network - all personalized to your goals, values, and stage of life.

Estate & Financial
Planning Services

  • Retirement, Estate and Tax Planning
  • Philanthropic Strategy and Legacy Planning
  • Business Advisory Services
  • Insurance
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Longevity
Management

  • Preventative Health Referrals
  • Access to Life and Wellness Coaches
  • Preferred Nutritional and Fitness Consultants
  • Life Transition Coaching
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Insights and Perspectives on Markets, Wealth, and Life

Explore our latest commentary, research, and reflections - designed to inform, challenge, and empower long-term decision-making.
Investments

The Subtle Edge of Balance: Market vs. Equal Weight Indexes

Most investors own the S&P 500 — but few realize how differently they can own it. We recently compared five ETFs that hold the exact same 500 companies. Same market. Same names. Completely different outcomes. What we found was a quiet reminder that structure matters a lot.
October 16, 2025
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Planning

When an Inheritance Becomes a Tax Bill

Can you imagine opening the mail and finding a $660,000 tax bill you never saw coming? It happened to one Toronto family — and it’s a story worth paying attention to. Here’s our take on what went wrong, and how smart planning can make sure it doesn’t happen to you.
October 1, 2025
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Investments

The Great “Lock-in” of 2025

Most investors don’t fail because they pick the wrong stocks. They fail because they pick the wrong habits. 2025 has been dubbed “The Great Lock-In” — a cultural shift toward locking in better routines with money, health, and time. It’s a reminder that discipline beats excitement. Morningstar data shows investors trail their own funds by 1–2% per year, not because of management fees, but because of behaviour. People chased performance, exited after losses, and re-entered too late. In short, they traded discipline for emotion — and they paid for it. In our latest article, we explore how “locking in” creates staying power and why patience and discipline are worth more than any hot tip. Hype fades—habits compound.
September 19, 2025
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Investments

Does Buying at The All-Time Highs Matter?

We just published a new article at Seven Hills: “Does Buying at All-Time Highs Matter?” Spoiler: it doesn’t — at least not in the way most investors think. This trust is that all-time highs aren’t red flags — they’re milestones. Studies from BlackRock, RBC, Schroders, and Schwab all say the same thing: ✅ Long-term returns are virtually unaffected by buying at highs ✅ Timing the market is less important than time in the market ✅ Compounding — not precision — is the real wealth builder So if you’re sitting on cash, waiting for the “perfect moment”… you might be waiting forever. At Seven Hills, we help investors focus on what matters: smart portfolios, low costs, and long-term discipline. Because patience doesn’t just pay — it compounds.
September 10, 2025
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Investments

The #1 Diversification Mistake Investors Make

Owning 23 different tech stocks doesn’t make you diversified... it most likely just makes you busy. And that won't help you when the markets decide to take a dive. In our latest article, "The #1 Diversification Mistake Investors Make" we explore how to move beyond surface-level diversification and build portfolios that actually protect your portfolio when it matters most.
August 21, 2025
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Investments

What Our Industry Doesn’t Want You To Know

The investment industry thrives on complexity. Every year, new funds and flashy strategies are rolled out, often accompanied by compelling stories, slick branding, and the promise of superior returns.
August 19, 2025
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Investments

The 100% Reality of a 50% Loss

The market will fall again... the real question is: How far will it pull you down? In our newest article, we lay out the simple math behind big drawdowns, why investors’ returns often trail their funds, and how a calmer portfolio helps you stay the course.
August 13, 2025
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Longevity

Living Well, Investing Wisely: A Conversation with Dr. Sapna Sriram, DC, MBA, Founder & CEO of Integra Health

For high performing individuals, financial planning is often rigorous and sophisticated – yet few apply the same intentionality to their health. As longevity becomes both a personal and economic proposition, the integration of health and wealth is no longer optional, it’s essential.
July 15, 2025
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Longevity

The SHIFT Longevity Management Approach: Redefining Wealth and your Personal Balance Sheet

At Seven Hills, we believe that true wealth goes far beyond financial prosperity - encompassing vibrant social connections, robust health, lifelong learning, and the freedom to spend your time as you choose. That’s why our SHIFT Longevity Management approach is designed to empower you to thrive in every area that truly matters.
June 19, 2025
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