Not-for-Profit, Foundations, unions, and First Nations Groups

Institutional clients, such as non-profit organizations, foundations, unions, and First Nations groups with a minimum portfolio of $500,000 can also benefit from our discretionary investment management services. For example, union clients generally have surplus or strike funds, a portion of which they want invested on a longer term basis in order to enhance their returns.

Security selection can be tailored to meet your organizationís specific investment guidelines. For example, a union may only want to invest in companies with progressive labour practices. Furthermore, socially responsible investment (SRI) principles, which take into consideration environmental, social, and governance (ESG) factors can also be incorporated into the investment program.