Our Partners
Our Partners
The organizations we partner with and our members of help us to deliver services with the highest levels of quality and excellence.
NBIN Inc.
National Bank Independent Network is the primary custodian for our clients. NBIN is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers. They serve over 450 independent firms, have over $300 billion in assets under administration, and offer over 400 investment funds. www.nbin.ca
CFA Institute
The CFA Institute is a global, not-for-profit professional organization. It provides investment professionals with finance education, and aims to promote standards in ethics, education and professional excellence. www.cfainstitute.org
Portfolio Management Association of Canada
PMAC is a forum for Portfolio Management firms to share best practices and industry knowledge, with members that manage private, pension, foundation, and other institutional client portfolios. PMAC represents over 300 portfolio management firms, which collectively manage more than $3 trillion of assets on behalf of high-net-worth individuals, pension plans, foundations, non-profit organizations and institutions. www.pmac.org
FP Canada
The CFA Institute is a global, not-for-profit professional organization. It provides investment professionals with finance education, and aims to promote standards in ethics, education and professional excellence. www.cfainstitute.org
BLG
National Bank Independent Network is the primary custodian for our clients. NBIN is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers. They serve over 450 independent firms, have over $300 billion in assets under administration, and offer over 400 investment funds. www.nbin.ca
ACA Group
ACA Group’s Performance Services Division has extensive experience providing GIPS® standards verification and consulting services to investment managers worldwide. Firms comply with the GIPS standards to fulfill their ethical duty to fully disclose and present performance fairly, advance fair competitive practices within the industry, and respond to the demands of prospective clients and investors. www.acaglobal.com