Investment Counselling

Mawer Investment Management Ltd. is an Investment Counsellor and Portfolio Manager (IC/PM). With the proliferation of service providers to the Canadian financial services industry, consumers can be forgiven for confusing Investment Counsellors and Portfolio Managers with Stock Brokers/Investment Dealers, Discount Brokers, Financial Planners, Mutual Fund Dealers, and even Insurance agents and brokers.

An Investment Counsellor/Portfolio Manager is a professional whose only business is to manage portfolios and advise clients. Investment Counsellors differ from most other types of investment representatives in that they have the unique education, training, and industry licencing requirements to manage portfolios on a discretionary basis.

Discretionary management is the delegation of daily management of an investment portfolio within the parameters previously established between the investment counsellor and the client and documented in a formal Investment Policy Statement. This frees clients from the need to make day-to-day decisions on security selection (buy and sell orders), portfolio structure, and asset mix.

See Mawer Investment Management Ltd. Contacts.