About Us

Our Partners

NBIN Inc.

National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers. Today they serve over 450 independent firms, have over $300 billion in assets under administration, and offer over 400 investment funds. NBIN is the primary custodian for our clients.

BLG

BLG is home to Canada’s largest securities registrant regulation and compliance practice and as such is dedicated to understanding and resolving our regulatory and legal issues. With 750+ lawyers across Canada, BLG serves clients throughout North America, Europe, and Asia.

Portfolio Management Association of Canada

Established in 1952, the Portfolio Management Association of Canada (PMAC) is a forum for Portfolio Management firms to share best practices and industry knowledge. PMAC was formerly known as the Investment Counsel Association of Canada (ICAC). The current name, Portfolio Management Association of Canada, was launched in 2010 to reflect its growth and diverse, national membership who manage private, pension, foundation, and other institutional client portfolios. PMAC currently 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.

ACA Group

ACA Group’s Performance Services Division is the largest performance verification team in the world, comprised of 60 professionals with extensive experience providing GIPS® standards verification and consulting services to investment managers around the globe. Firms comply with the GIPS standards to fulfill their ethical duty to fully disclose and present performance fairly, to advance fair competitive practices within the industry, and to respond to the demands of prospective clients and investors.

CFA Institute

The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education, and aims to promote standards in ethics, education, and professional excellence in the global investment services industry.

FP Canada

A national professional body working in the public interest, FP Canada™ is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada.