Know Your Big Picture. Grow Your Capital. Minimize Your Taxes.
Maximize Your Wealth
Building on a 30-year legacy of the Virtus Group of Companies to provide disciplined, tax-smart investing strategies.
One Step Ahead
Why Work With Virtus Investment Counsel
At Virtus Investment Counsel, we treat your goals and watch over your portfolio with the same care and commitment we’d give our own. Because we know that behind every investment decision is a life you’re working hard to build—and a future you’re planning carefully.
Our Mission
At Virtus Investment Counsel, our mission is to help you protect what you’ve built, grow it with purpose, utilize tax-efficiencies, and feel confident in every financial decision along the way. Our goal is to be your steady partner through life’s changes, offering the insight and guidance you need to move forward with confidence and peace of mind.
Capital Stewardship
Learn About Our Team and Our Story
Meet the Virtus Investment Counsel Team
John Lombard
CEO, CIO, Portfolio Manager
Virtus Investment Counsel
Trevor Wolfe
COO
Virtus Investment Counsel
Edna Chu
CCO
Virtus Investment Counsel
Amit Jhaveri
Research Associate, Virtus Investment Counsel
VP Corporate Finance
Colleen McKay
V.P. of Client Services
Marketing and Administration Associate, Virtus Investment Counsel
The Virtus Investment Counsel Approach
We are guided by three powerful principles for financial success:
01
Run Your Own Race
Investing is more like a marathon, than a sprint. Successful marathon runners make a plan that fits their strengths and goals and stick to it. Likewise, investors are more likely to succeed when they make a plan that fits their unique big picture and follow it.
02
Protect and Grow
Losses and gains don’t balance out evenly. Reasonable fluctuations are a normal part of investing, but recovering from big losses demands even bigger gains. So in our view, investment strategies should take into consideration proactive capital protection.
03
Details Make a Difference
Controlling costs, using tax advantages, anticipating future needs, and adapting to changes are examples of details that impact your financial results. Success requires that you know the details that apply to you and execute on them.
Our Story
Since 1995, the Virtus Group of Companies has provided clients with select real estate investments.
In 2017, we expanded our horizons to include private capital market investments to form Virtus Capital Management Inc. through the acquisition of STEVLOC Management Inc.
Now in 2025, we’re proud to introduce Virtus Investment Counsel, offering sophisticated discretionary portfolio management and financial planning services, with the goal to protect and grow our clients’ wealth.
Virtus is driven by the goal to protect capital while delivering strong returns. This guiding principle underlies every decision we make.
We invite you to explore Virtus Investment Counsel and experience our results-driven approach, serving individuals, families, businesses, and foundations with unwavering dedication and excellence.