Independence That Puts Your Best Interests First
As an independent fiduciary and Canada’s Outsourced Chief Investment Officer we provide full transparency and objective oversight in every asset allocation decision.
Advantages of an Outsourced Chief Investment Officer
An Outsourced Chief Investment Officer (OCIO) ensures that investors and families have institutional-quality governance and assurance of transparent, accountable oversight on their side.
Provide full transparency and disclosure, backed by our legal fiduciary duty to place your needs first
Partner only with third-party investment managers, eliminating conflicts of interest so all decisions benefit your agenda
Contractually integrating managers, with consolidated performance reporting and fee negotiations that work for you