Institutional Investors

We've earned the trust of some of Canada's most discerning Institutional investors.

Institutional Investors

We've earned the trust of some of Canada's most discerning Institutional investors.

Institutional Client Services

We proudly serve some of Canada’s most prominent and successful pension plans, charitable endowments and foundations, First Nations, universities and corporations. 

Long-term Relationships

Our disciplined, value-driven investment philosophy has helped us develop a solid reputation in the Canadian Institutional investment community. We take great pride in the long-term relationships we’ve built and the trust we’ve earned over decades of serving Canadian institutions. 

Experienced Advisors

Our Portfolio Managers' extensive experience working with Institutional clients translates into customized investment portfolios with targeted solutions. All of our clients receive best-practice insights from investment professionals invested in their long-term success.

Contact Me to Learn More

Daren Atkinson, CFA | Vice President, Portfolio Manager

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