Principal, Wealth Solutions, Ontario

Principal, Wealth Solutions, Ontario

03 Aug
|
GlassRatner Canada
|
Ontario

03 Aug

GlassRatner Canada

Ontario

AGF Capital Partners - Principal, Wealth Solutions (Ontario)

Toronto, ON

We are pleased to be supporting AGF Capital Partners ("AGF") on the search for a Principal, Wealth Solutions (Ontario) - a key distribution hire at an inflection point in AGF Capital Partners' growth.

About AGF Capital Partners
The AGF Capital Partners team is responsible for building a diversified alternatives business, focused on significant growth opportunities in private equity, real assets, private credit and liquid alternative sectors. Building on AGF's existing alternatives and private markets experience, the team is tasked with developing and implementing a long-term strategic plan to build a multi-boutique alternatives business that will stand alongside AGF's public markets business and expand the breadth of offerings and value proposition to clients.

A small team, designed to be agile in a rapidly evolving segment of the market, AGF Capital Partners operates with a flat structure and in a highly collaborative manner, with each team member working across a range of tasks and leveraging AGF's breadth of resources on behalf of the firm's Affiliate Managers.

AGF Capital Partners' multi-boutique structure currently consists of three Affiliate Managers, who collectively manage approximately C$15.1 billion in alternative AUM and fee-earning assets across private equity, private credit, venture capital and absolute return strategies. Each Affiliate Manager is partner-led, with deep specialization in its area of focus:

AGF SAF Private Credit - Launched in 2021, a partnership with SAF Group, one of Canada's leading alternative capital providers, focused on direct lending to the Canadian middle market via senior secured, unitranche and subordinated debt. AGF and SAF have been investment partners since 2014.
Kensington Capital Partners Limited - one of Canada's leading independent alternative asset managers and an innovator in the Canadian private equity market. Founded in 1996, Kensington manages approximately C$2.2 billion across private equity, growth equity, venture capital and complementary alternative strategies. AGF acquired a majority interest in Kensington in 2024.
New Holland Capital, LLC ("NHC")



- a New York-headquartered alternative investment manager that manages over C$10.6 billion in absolute return strategies for institutional clients globally, with a preference for niche, capacity-constrained opportunities. AGF made a strategic investment in NHC in February 2024. In May 2026, AGF increased its ownership in NHC to 50%.

AGF Capital Partners is continuing to pursue an active pipeline of additional acquisitions to add to its roster of Affiliate Managers.

Company Website: https://www.agf.com/capitalpartners/

The Opportunity
As AGF continues to grow its multi-boutique platform, the need to build a best-in-class retail and high net worth distribution function has never been more pressing. This is a great chance to play a key role in the development and execution of AGF Capital Partners' distribution strategy for retail and high net worth investors in the Ontario region.

Reporting to the Managing Director, Wealth Solutions, the Principal will be part of a small, dedicated Capital Partners fundraising team focused on raising capital through IIROC, private investment counsel (PIC), and high net worth (HNW) channels. This role will play a key role in expanding AGF Capital Partners' manager relationships and strategies.

Key Responsibilities
Work closely with the Managing Director, Wealth Solutions to help develop and execute the sales plan for distribution of AGF's alternative strategies within the target channels for the region.
Leverage key existing relationships in the wealth advisory space to identify and execute on opportunities to grow AGF's alternative AUM.
Responsible for the full sales lifecycle including identification, relationship management, and closing of sales of AGF's alternatives strategies.
Work with the Managing Director, Wealth Solutions to develop channel strategies, identifying key target firms and goal setting within the region.




Work in partnership with AGF's marketing team on developing marketing and sales strategies that utilize the breadth of AGF's capabilities to support the region.
Maintain close and regular communication with AGF Investments' distribution team to ensure effective cross-selling of traditional and alternative products and proper client relationship management across public and private markets businesses.
Stay up to date and engage with AGF Capital Partners' affiliate managers in update and training sessions to develop a deep understanding and technical knowledge of their sector, investment dynamics, and key features.
Support the ongoing efforts to expand AGF's alternatives investor base by contributing sales, distribution, and education subject matter expertise and market intelligence to ongoing marketing and investor reporting activities.

Skills and Qualifications
A proven track record in building, maintaining, and growing relationships across multiple channels with a key focus on "corner office" IIROC (bank-owned and independent) advisors, typically gained through at least 8-12 years of relevant sales experience including a strong history of successfully closing complex transactions and meeting or exceeding sales targets.
Demonstrated success in achieving and growing sales efforts in the investment management space, ideally with experience in distributing alternatives and offering memorandum products.
Ability to quickly develop credibility and trust through a clear understanding of client needs and product details, including the ability to communicate and distill alternative investment strategies to be understandable to advisors.
Solution-centric, with a demonstrated ability to analyze market data and develop fundraising strategies that tie back to higher-level strategic objectives and maximize success through the selection of the right channels, product structures, and marketing methods.
Solid multi-tasking abilities to work across multiple strategies, products, and affiliate managers at any given time.
Strong executive presence, exceptional relationship management capabilities, and experience interacting with executive leadership.
Self-motivated, results-driven, and able to work independently.
A team-player, with the ability to adapt to changing priorities.

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📌 Principal, Wealth Solutions, Ontario
🏢 GlassRatner Canada
📍 Ontario

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