Client Services

We possess a well-seasoned and highly qualified Business Development Team based in our Montreal, Toronto and Vancouver offices. Drawing on their extensive experience in domestic and international capital markets, they build comfortable and discreet, professional rapport with fund sponsors, endowments, foundations, other investors and investment consultants. Their objective is to develop a deep appreciation for the many funding challenges that face investors today so as to craft investment solutions in association with our wide array of investment teams.
Committed to providing excellent service, each of our clients has a dedicated service support team, which includes a portfolio manager and a relationship manager. Core services include:

• Detailed quarterly reporting with custom commentaries
• Portfolio analytics
• Periodic investment review
• Annual audited statements for pooled products
• Additional information as requested

All client reporting and communication is tailored to meet your specific needs; special reporting requests, either in terms of content or format, can be accommodated.