• Investment Counselling

Private Client Management involves the custom tailoring and management of discretionary investment portfolios for private individuals, holding corporations, trusts, and estates.

Private individual portfolios include taxable and registered accounts, such as RRSP, RRIF, LRIF, LIRA, RESP, LIF, and IPP.

Trusts may be domestic or international in nature.

Customized Portfolio Management

Mawer's Portfolio Managers work closely with each client to establish specific investment objectives, risk tolerance parameters, and consider other unique circumstances which are incorporated into a formal written Investment Policy Statement. Portfolio Managers work in tandem with your advisors including accountants, legal counsel, and financial and estate planners to ensure that long-term objectives are being met.

Tailored Portfolio Construction

Once investment policy and asset-mix strategies have been established, the portfolio manager assumes discretionary responsibility for building, managing and monitoring the investment portfolio. The portfolio is managed to align with changing client circumstances and the market environment.

Discretionary portfolios may be constructed as a segregated portfolio or a mutual fund portfolio.

Segregated portfolios are constructed with individual stocks and bonds and are generally utilized with portfolios greater than $2 million.

Mutual fund portfolios are individually constructed of Mawer's funds in a way that is in accordance with the client's investment objectives, and are for accounts from $500,000 to $2,000,000.

Accountability

Private clients are partnered with a Portfolio Manager and a Portfolio Administrator to ensure a direct line of communication and accountability. All portfolio managers at Mawer are professional Investment Counsellors and Chartered Financial Analyst (CFA) Charterholders. As CFA charterholders, our portfolio managers are members of the CFA Institute and are bound to their rigorous Code of Ethics and Standards of Practice.

Additionally, our portfolio managers are registered with the Securities Commissions in Alberta, British Columbia, Saskatchewan, Manitoba, Ontario and Nova Scotia.

Objectivity 

In addition to CFA Institute standards, Mawer has stringent conflict of interest guidelines. All Portfolio Managers are required to invest their personal portfolios alongside clients in the Mawer Mutual Funds. All employees at Mawer are salaried and do not work on commission, ensuring the objectivity of our service. Clear and comprehensive communication is provided through regular meetings and detailed quarterly reporting. Reports include an in-depth valuation statement, transaction report, and a personalized performance summary. Also included is Mawer's quarterly Investment Newsletter providing market commentary and analysis for the past quarter.

Confidentiality

Mawer prides itself on discretion and confidentiality. Relationships with clients tend to be long-term owing to high levels of service and superior results through good times and bad. If you would like a meeting or require further information, please contact

If you do not meet our Private Client account minimums, please consider the Mawer family of Mutual Funds, which are available with lower investment minimums. If you wish to receive an information package, including a Simplified Prospectus, please email us at .