Let’s create a more invested world, together.
What if we could help Canadians become as invested in their investments as they are in the rest of their lives?
At a glance
We are a Canadian-owned company with a global presence, operating offices across Canada and in Boston, Dublin, London, Hong Kong and Beijing. As part of Power Corporation of Canada, we offer comprehensive financial services and solutions worldwide.
50+
Years of partnership
16
Investment boutiques
175
Investment professionals
1M+
Clients
$217.2B*
Assets under management
Building unshakeable relationships
We aim to build unshakeable partnerships with advisors, who in turn, build unshakeable relationships with investors. Combining our insights, knowledge and proven investment solutions with advisor expertise, Canadians can worry less about their money and focus more on the things that bring joy to their lives. We believe that when we work together in true partnership, we create the greatest impact for everyone.
Our commitment
Our story began in 1967 and partnership has always been at the core of everything we do. Here's how:
Our employees are invested
We believe anything is possible when you’re invested. It starts with our employees, which is why we’ve created a culture where people are invested in the work we do, and invested in their families, their passions and themselves.
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*As of November 30, 2024
^As of December 31, 2023
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. The content of this webpage (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.