Private Client
When our Firm was founded in 1974, it was based exclusively on serving private clients in Calgary, Alberta. As such, we have a long history and strong dedication to helping high net worth individuals meet their investment objectives, whatever they may be. Today, we manage private client relationships across Canada with the same dedication that Mr. Mawer envisioned in 1974.
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, TFSA, 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 with individual stocks and bonds or as a mutual fund portfolio.
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, Nova Scotia and the Northwest Territories.
Objectivity
In addition to CFA Institute standards, Mawer has stringent conflict of interest guidelines. All Portfolio Managers are encouraged 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 discretionary Private Client Management is not right for you, please consider the Mawer family of Mutual Funds. If you wish to receive an information package, including a Simplified Prospectus, please email us at Mawer Information .
