Dennis Ly, CFA, CFP

Dennis Ly, CFA, CFP, is Chief Investment Officer and Portfolio Manager at Heathbridge Capital Management Ltd. in Toronto, ON. In this role, he leads the firm's investment strategies, oversees portfolio management decisions, and is responsible for asset allocation and investment selection for both individual and institutional clients. Heathbridge focuses on discretionary investment management for Canadian high-net-worth families, foundations, and trusts, with a primary mandate in North American equities and balanced portfolios, but with a global perspective.

Dennis joined Heathbridge in 2016, initially as Portfolio Manager, Analyst, and Financial Planner, and was promoted to Chief Investment Officer in 2021. Earlier, he held regulatory study and associate roles at Edward Jones, where he contributed to compliance and investment research projects. As a principal and owner in the firm, he plays a significant role in the culture of client alignment and employee entrepreneurship that defines Heathbridge.

Ly holds an Honours degree in Economics and Business from the University of Waterloo, and is both a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). He is recognized for his expertise in Canadian and North American equities, as well as in the customization of individual, tax-efficient portfolios. Under his leadership, Heathbridge has maintained GIPS® performance compliance and serves clients with a long-term, value-oriented investment philosophy.