# Wickham Investment Counsel

Wickham Investment Counsel is an Asset Manager based in Burlington, Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Burlington, Canada
- **Region:** North America
- **Address:** Burlington, ON, Canada
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** www.wickhaminvestments.com
- **LinkedIn:** https://www.linkedin.com/company/wickham-investment-counsel-inc

## Regulatory record

- **Reports private funds:** No

## About

Wickham Investment Counsel is a Canadian investment company based in Burlington. It employs a Growth strategy and has a staff of 7, including 5 investment professionals.

## Sectors

- Real Estate
- Financials

## People

- Neil Wickham — President and Portfolio Manager
- Douglas Lane — Senior Portfolio Manager at Wellington-Altus (formerly President)
- Allan Meyer — Senior Portfolio Manager
- Sean Pugliese — Portfolio Manager and Director
- Jeff Pocock — Certified Financial Planner

## Questions

### Who runs investment decisions at Wickham Investment Counsel?

Neil Wickham serves as President and Portfolio Manager, leading the firm's investment decisions. He is supported by Allan Meyer, a senior portfolio manager who brings a behavioral-finance framework to the investment process, and Sean Pugliese, a portfolio manager and director who is a frequent commentator on REITs and financial markets. The team operates as a collaborative, in-house investment committee.

### Does Wickham manage any publicly listed vehicles?

Yes. The firm sponsors the Wickham Canadian Portfolio (WCP-T), a closed-end fund listed on a Canadian exchange. This public vehicle runs a concentrated Canadian equity strategy that mirrors the approach the firm uses for its private clients. Its existence provides a degree of transparency into the firm's investment ideas that is uncommon for a private-client asset manager of its size.

### How does behavioral finance influence the firm's investment process?

Senior Portfolio Manager Allan Meyer specializes in behavioral finance, and that lens is integrated into the firm's investment process. Rather than relying purely on quantitative screening, the team evaluates market sentiment, investor psychology, and cognitive biases that can create mispricing in Canadian equities. This qualitative overlay is a deliberate differentiator in a market dominated by fundamentals-only approaches.

### How does Wickham integrate financial planning with investment management?

The firm employs Jeff Pocock as a Certified Financial Planner focused on tax and estate planning, offering clients a unified wealth-management experience under one roof. This integration means investment decisions are made with direct visibility into a client's tax position, estate goals, and cash-flow needs, rather than through coordination between separate advisory firms.

### Is Wickham Investment Counsel affiliated with any larger financial group?

Wickham operates as an independent registered investment advisor. Co-founder Douglas Lane previously served as President of the firm and later transitioned to Wellington-Altus as a Senior Portfolio Manager following an acquisition, but the Burlington-based practice continues to operate under Neil Wickham's leadership as a standalone entity.

### What is the firm's relationship with the Canadian financial planning industry?

The firm is an active member of the Portfolio Management Association of Canada, the national trade organization for portfolio managers. Multiple team members hold CFA designations, grounding the practice in the global standards of the CFA Institute. This dual-industry participation reflects a commitment to both fiduciary standards and professional education.

## Related profiles

- [Wholestack](https://altss.com/profile/wholestack)
- [Wicks Group](https://altss.com/profile/wicks-group)

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Last updated: 2026-06-03T20:00:00.000Z

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