Profile
“I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes”
Ken Dixon,
Dixon Insurance Services
Justin Anis, CFA, is the portfolio manager of Lions Bay Fund, a North American equity strategy, for which he has won first place for best three-year Sharpe Ratio at the 2022 Canadian Hedge Fund Awards, as well as multiple BarclayHedge Top 10 Monthly Performance Awards.
After starting his career with Wealhouse in 2008, Anis managed portfolios for a private hedge fund firm in a family office in Oakville, ON before rejoining Wealhouse in 2016.
He has been a CFA charterholder since 2011.
161 Bay St., Suite 3950, Toronto, ON
709 722 4100
justina@wealhouse.com
linkedin.com/in/justin-anis
wealhouse.com
Justin Anis
Senior Portfolio Manager
Wealhouse Capital Management
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
Bio
Milestones
“To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need”
Ken Dixon,
Dixon Insurance Services
2008
2010–2011
2013
2016
2018–present
Joined Wealhouse as an analyst from McGill University
2008
2010: 2010: Joined a private hedge fund firm as a Partner and Associate Portfolio Manager
2011: Became a CFA charterholder
2010–
2011
Launched a family office in Oakville, ON
2013
Returned to Wealhouse as a Portfolio Manager
2016
2018: Launched the Lions Bay Fund, a North American long/short equity fund. He is the Lead Portfolio Manager of the Fund, which has outperformed the S&P 500 in every monthly drawdown since inception and achieved a five-year track record of 21.47% compared to 9.88% for the S&P 500 annualized as of September 30, 2023
2022: Won 1st Place, Best Three-Year Sharpe Ratio at the 2022 Canadian Hedge Fund Awards
2022: Ranked 1st place by Barclay Hedge in the 2022 Return for Fund category
2018–
present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
employs 10 people – five advisors and five staff
services approximately 800 households with $240 million assets under management (AUM)
maintains 140 employee benefits clients
has over $1 billion face amount in life insurance protecting Canadians
“We have doubled in size three times in the last 12 years through organic growth only,” says Ryan. “I have no idea how far our small family business will grow, but my goal is two applications per week for our most recent junior advisor, to help him get started like my father helped me.”
Ryan says their “BHAG” (Big, Hairy, Audacious Goal) is to grow to $1 billion AUM and 300 group clients within the next 10 years.
Understandably, a lot of Ryan’s time is taken up with training and mentoring new staff to support the company’s rapid growth. Now, he spends almost as much time with employees as he does with clients.
The operation remains a family affair – treating family and coworkers like, well, family. And one of his greatest achievements, he says, was recruiting his brother, Frank J. Ryan, to work with him back in 2016. Frank has been a tremendous asset and the key driver behind Ryco Financial’s employee benefits success.
Ryan says his strongest quality professionally remains “dependability, hands down. Both my clients and staff can depend on me to get things done.” In addition, he has a strong work ethic and is dedicated to providing the best unbiased financial advice.
And he remains committed to building the business one application at a time. “My personal goal is to be better than I was yesterday – every day,” he says. “This includes continuously striving for more designations and continuing education. I strive for personal growth every single day.”
In addition to his 40 Under 40 award, Ryan achieved Million Dollar Round Table (MDRT) Top of the Table each of the last three years consecutively.