Asset Management Services

Get specialized investment expertise, complete market access and service customized to your financial institution.
Our expert asset management services ensure you can manage your financial institution’s investment portfolio with ease and no added resourcing. We offer comprehensive support tailored to your investment guidelines, goals and risk tolerance with costs based on assets under management.

What we do for you

Portfolio Management
Portfolio
Management
Liquidity Management
Liquidity
Management
Enhanced Investment Strategies
Enhanced
Investment
Strategies
Financial Market Analysis
Financial
Market
Analysis
Credit Analysis
Credit
Analysis
Trade Execution
Trade
Execution

Why choose us?

Specialized expertise

Benefit from the guidance of specialized capital market experts to make investing your funds and managing your portfolio more efficient and cost-effective.

 

Complete market access

Take advantage of our access to primary markets and our specialty in fixed income investments to obtain tight bid-ask spreads and minimize your transaction costs.

 

Customized service

Enjoy a fully tailored investment strategy based on your mandates and risk appetite, that adapts with you and always adheres to the latest regulatory framework.

 

Minimized system costs

Reduce your resourcing and system costs by leveraging our dedicated staff and established access to critical financial systems, such as Bloomberg, the Canadian Depository Service and Candeal.

 

Transparent reporting

Understand exactly how your investments are performing with clear, comprehensive reporting on inventory holdings, transactions, and more. Our reports will also meet your regulators’ requirements and reporting for your Boards.

 
Want more information on Asset Management Services?
Download product sheet

Ready to get started?

*Securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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