TruX was formed to address investor risks that are often overlooked. We respond to risks affecting both human capital and investment capital, such as exogenous risks. These risks cannot be solved with personal insurance or other investment strategies.
We hire investment managers with unique capabilities to implement and actively manage our strategies.
TruX solutions are low cost and transparent and provide daily liquidity.
James FraserPresident and Chief Executive Officerjfraser@truxinvestments.com| (647) 938-7171
James has more than 25 years’ experience leading product development at Mackenzie Investments and Russell Investments, Canada.
His focus on developing multi-asset and risk-managed solutions has included strategic and dynamic asset allocation, alternative assets and strategies, absolute return, multi-factor, smart-beta and portfolio insurance.
James holds a masters degree in business administration from York University and is a CFA® charterholder.
Eric AdelsonGeneral Counsel
Eric has more than 23 years’ experience practicing securities law and led the legal function at Mackenzie Investments and Invesco Canada. From 2014 to 2018, Eric was a member of the Ontario Securities Commission’s Registrant Advisory Committee. Eric provides strategic and legal advice to TruX Investments, as its external general counsel, and to clients of his investment management law practice, Adelson Law. Eric is a frequent commentator on regulatory initiatives impacting the investment management industry.
Amy AubinChief Compliance Officer, Chief Financial Officer, Chief Operating Officer
Amy has more than 15 years’ experience serving as Chief Compliance Officer for deposit taking and asset management organizations, where she built sustainable governance structures with strong ethical and compliance foundations.
As a CPA, CA, her specialties include accounting, compliance and anti-money laundering. Amy also holds a CAMS designation and is a CFA® charterholder.
Terry O’SullivanSenior Vice President Salestosullivan@truxinvestments.com| (416) 999-8938
Terry brings over 35 years experience in the areas of sales, sales operations and senior sales management. Terry spent 24 years with one of Canada’s leading mutual fund companies, the last 15 of which were as lead of the retail sales team.
Terry holds a Bachelor of Commerce from Concordia University and holds the CIM designation.
Inukshuk Capital Management Inc.
Inukshuk Capital Management (ICM) are experienced wealth managers focused on the design and management of bespoke portfolios for institutional and high-net-worth investors.
ICM uses a quantitative management style that seeks to truncate portfolio losses in markets that are declining while positioning portfolios to capture the upside in appreciating markets.
Established in 2011, ICM is registered as an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer.