Fiduciary investment firm Fiduciary investment firm

Generations of Exceptional
Service and Experience

Founded in 1997, Hybridge Investment Management is a trusted independent investment counselling firm based in British Columbia, Canada. Committed to professionalism and integrity, our dedicated team prioritizes client service and investment success, delivering expert investment management solutions tailored to meet our clients' financial goals

Wealth management experts

Bill Carbonneau

President & Portfolio Manager

Since 1977, Bill has been a prominent figure in the field of discretionary investment management. His passion for the economy and security analysis led him to pursue a Bachelor of Commerce and earn his CFA charter. Throughout his career, he held senior roles in Canada’s trust industry, where he was instrumental in developing and overseeing distinct discretionary investment management services for two institutions.

Recognizing a gap in the mass affluent market, Bill set out to establish a boutique investment firm. In 1997, he founded Hybridge Investment Management, which is dedicated to providing clients with direct ownership of individual securities rather than pooled products, thereby ensuring personalized investment strategies. His extensive experience underscored the importance of tax efficiency, liquidity, and full transparency in wealth management.

Hybridge has been a true labour of love, and Bill takes great pride in sharing it with a strong team, including his son, and serving loyal clients, many of whom have been with him for decades. When he’s not analyzing economic and financial trends, he enjoys gardening, hiking, and travelling. A devoted Canucks fan, he still holds hope of witnessing a championship in his lifetime.

Personalized financial advisors

Mark Fitzgerald

Vice President & Portfolio Manager

For more than four decades, Mark has specialized in investment management for affluent clients, crafting stock and bond portfolios with a focus on conservative financial strategies. His career began with 19 years at a major Canadian trust company, where he managed funds for high-net-worth individuals, many of whom held assets in family trusts designed to preserve wealth across generations. During this time, he learned that investing in blue-chip securities, which thrive in prosperous periods and endure through economic downturns, was the most reliable approach to maintaining financial stability.

Following this, Mark spent seven years managing investments within the private client divisions of two Canadian banks before joining Hybridge Investment Management in 2002. He was drawn to Hybridge by its principal owner’s shared philosophy that blue-chip equities offer one of the most effective long-term returns above inflation while avoiding the risks associated with speculative investments.

Beyond his professional career, Mark has embraced a well-rounded lifestyle, engaging in club curling, earning a private pilot’s license, and competing in rowing. These pursuits have helped him maintain balance, though his priority now lies in supporting his daughter’s academic journey. Educated in England, Mark holds a Bachelor of Arts (Hons) in Business Studies and is a CFA Charterholder.

Investment management company

Chris Fisher

Research Analyst & Portfolio Manager

Chris began his investment career in 1989 on the floor of the Toronto Stock Exchange, gaining extensive experience across various financial sectors. He has worked with a Canadian bank and a trust company, specializing in market research, bond lending, financial reporting, and investment management. Before joining Hybridge, he was involved in institutional sales and trading at a Canadian brokerage firm. At Hybridge, he oversees securities trading and client reporting while also contributing in-house research support to the team. Additionally, he has successfully passed Level 1 of the CFA examination.

Client-focused investment strategies

Andrew Carbonneau

Portfolio Administrator

Andrew launched his investment career with a co-op term at Hybridge in the summer of 2012. Following his post-secondary graduation, he officially joined Hybridge in 2013 as a portfolio administrator. Over the years, he has gained extensive investment experience by supporting portfolio managers with internal reporting, portfolio administration, and client relations. Andrew holds a Bachelor of Business Administration, has earned the Chartered Investment Manager (CIM) designation, and is currently enrolled in Level 1 of the CFA program.

Contact Hybridge Investment Management

Connect with Hybridge Investment Management for Vancouver's premier portfolio management services. Currently serving -

Vancouver | West Vancouver-North Vancouver | Burnaby | Langley | South Surrey-White Rock | Victoria | Nanaimo | Kelowna | Prince George

Eager to serve wherever you call home in BC, Alberta, Saskatchewan & Ontario

Connect with Hybridge Investment Management for Vancouver's premier financial planning and risk management services. Currently serving Vancouver, West Vancouver- North Vancouver, Burnaby, Langley, South Surrey-White Rock, Victoria, Nanaimo, Kelowna and Calgary. Eager to serve in wherever you call home in BC and Alberta.