Delivering Peace of Mind for over 40 Years
Since 1974, clients have entrusted us to provide customized investment counselling and management to help them reach their unique investment goals. Our deep knowledge and history of private client investment counselling continues to make this service a cornerstone for Mawer today.
This is a discretionary service — this means your dedicated Investment Counsellor manages your portfolio on your behalf. This provides peace of mind by freeing you from the ongoing decision-making surrounding your portfolios.
Private client investment counselling is available to individuals, families, holding corporations, foundations, trusts and estates with investment portfolios greater than $1 million.
Dedicated Client Service Team
We assign a dedicated Investment Counsellor and administrator to each client. This ensures that your investment support team is readily available to respond to any questions or instructions you may have.