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Separately Managed Accounts

Experience

Mawer has an extensive history of providing investment management services to separately managed account providers. For over 10 years now, the Firm has worked with some of Canada's largest broker/dealer financial institutions to provide investment advisors with professionally managed portfolios that they can offer to their clients.

Choice

Mawer offers a broad range  of portfolio options to choose from including Canadian, U.S., international, and global equity as well as balanced and fixed income. In addition, Mawer was a pioneer in the development of tax-effective portfolio management and can offer its tax overlay service to separately managed account clients.

Service

Mawer has a dedicated Portfolio Manager, Administrator, and Trader who all work exclusively on our separately managed account programs. As such there is a clear focus on service excellence to provide advisors with the resources they need.

Contact: 

Aaron Potvin, CFA
Portfolio Manager, Institutional Management
Phone: (403) 774-4182
Email: Aaron Potvin
Travis Goldfeldt, B.Math, CFA
Portfolio Manager, Institutional Management
Phone: (403) 774-4180
Email: Travis Goldfeldt