We are proud to serve foundations and charitable organizations, recognizing the unique responsibilities they carry in stewarding capital for long-term impact. Our approach combines disciplined investment management with a deep understanding of the fiduciary and governance requirements that foundations face.
We work to fully understand your organization’s goals and customize an investment strategy that ensures steady, long-term growth.
Our expertise and strict investment criteria provides reassurance in your investments, even during periods of market uncertainty.
We believe it’s crucial to include, inform, and empower our clients throughout the planning process.
Our interests are fully aligned with yours. We invest in the same opportunities as our clients.
We invest in the highest quality global companies which continue to grow, create shareholder value and meet our strict investment criteria.
We invest in high-quality Canadian companies that offer a dependable dividend income with the potential for capital appreciation.
We pursue enhanced yields in fixed income primarily through a diversified portfolio of selectively chosen non-investment grade bonds.
We invest in high-quality Canadian corporate, provincial and government bonds that offer reasonable income at a lower risk.
Not sure where to start? Connect with one of our portfolio managers to explore how our investment approach is built around you.
