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.
Pension Plans
For over 30 years, we've been privileged to manage assets for union and multi-employer pension plans.
Endowments and Foundations
We have partnerships with a diverse range of Endowment and Foundation clients across the country.
Indigenous Communities
We have over a decade of experience partnering with Indigenous communities across Canada.
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, Principal, Portfolio Manager - Institutional Clients
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