Our Partners
Our Partners
The organizations we partner with and our members 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
FP Canada™ is a national professional body that sets standards for financial planning in Canada. It certifies financial planners through the Certified Financial Planner (CFP®) and Qualified Associate Financial Planner (QAFP™) designations, ensuring professionals meet high ethical and competency standards. FP Canada also provides education, enforces ethical conduct, and advocates for financial wellness among Canadians. Through its FP Canada Standards Council™, it oversees certification requirements and ensures public trust in the financial planning profession.
BLG
Borden Ladner Gervais LLP (BLG) is one of Canada’s top full-service law firms, with over 900 professionals across offices in Toronto, Montréal, Vancouver, Ottawa, and Calgary. It provides expertise in corporate law, disputes, M&A, international trade, energy, environment, labor, healthcare, infrastructure, and more. BLG has been recognized in multiple legal rankings and has produced notable figures, including two Prime Ministers and appellate court justices.
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