Insight for managing significant assets

As an investment manager for widely known companies, government agencies and charitable organizations, we provide objective financial strategies. From institutional cash management to corporate retirement plan support, we have the capabilities to help you pursue your organization’s distinct mission.

In particular, we understand the challenges faced by treasurers and CFOs in maximizing profitability while maintaining liquidity in today’s competitive yield environment. Our disciplined cash management process and product offerings allow our institutional clients to pursue their investment goals with efficiency. Our team has relationships with over 40 financial institutions, creating a large network of deposit issuers. We do the research to help you find the best available rates on Canadian dollar and U.S. dollar cash investment products, including GICs, high-interest savings and money market funds.

Our team also supports corporate benefit and retirement plans. Our team extends the capabilities and bandwidth of your team to administer and manage retirement plans that support the needs of both your institution and workforce.

Our clients include:

Believe and act as if it were impossible to fail.
Charles F. Kettering