Dedicated to being the leader in client relationships, we provide a range of high-quality investment management services and solutions to retail and institutional investors. Our offerings include a comprehensive platform of mutual funds, strategic managed portfolio solutions, discretionary investment management services for high-net-worth individuals, and institutional portfolio management.
We're one of the largest asset managers in Canada with more than 40 years of active management experience. We're committed to serving institutional investors worldwide and we develop unique multi-asset class investment solutions based on best-in-class research and a strong tradition of disciplined investment processes.
Specialized expertise
We believe investment research, guided by a rigorous and consistent process, yields better results, and serves our clients well over the long term. Our commitment to best-in-class research is demonstrated by our large teams in each asset class with multiple sector or regional focus. They're dedicated exclusively to industry research and security-specific idea generation.
Client relationships at the forefront
Building long-term client relationships is key to our success. We partner with clients, offering the flexibility, focus, and dynamism of a boutique firm, coupled with the robustness and resources of a large financial institution.
We maintain a strong tradition of disciplined investment processes, prudently manage risk, and develop customized and innovative solutions for our clients.