It's about peace of mind

Since 1974, clients have entrusted us to provide customized investment counselling and asset management to help them reach their unique investment goals. Our deep knowledge and history of investment counselling continues to make this service a cornerstone of 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 investments.

Investment Counselling is available to individuals, families, holding corporations, foundations, trusts and estates, with a minimum $1 million investment.


Dedicated client service team

As a Mawer Investment Counselling client, you will have a dedicated investment team. This ensures that we are readily available to respond to any questions or instructions you may have.

Your investment road map

Our first step is to work closely with you to establish your specific investment objectives and risk parameters which are incorporated into an investment roadmap known as the Investment Policy Statement (IPS). Once your IPS is established, your investment counsellor assumes responsibility for managing and monitoring your investment portfolio. This alleviates the worry of constantly monitoring your investments and making frequent investment decisions.

Reporting

Through our online client portal, you’ll receive comprehensive reporting including transaction history, portfolio valuation, performance, and asset mix reports. Year-end tax reporting is also provided.

Communication is the key

Your investment counsellor will review your investment strategy with you annually or as required to ensure your investment portfolio remains suitable and aligned to your circumstances and investment goals. We provide regular investor education and market updates through our Art of Boring blog and podcastsquarterly updates, and topical workshops.

Holistic approach

A multi-disciplinary approach can often be beneficial to investors with more complex needs. Your investment team is available to work with your other advisors—accountants, lawyers, financial or estate planners, etc. —to ensure your long-term objectives are met. Our investment team and network of knowledgeable experts is skilled at structuring and preserving your wealth through:

  • Tax efficient strategies
  • Collaborating with your other accounting, estate or legal professionals
  • Multi-generational family governance advice
  • Philanthropic strategies
  • Risk management
  • Life cycle planning
  • Financial and estate consultation

To learn more, please contact:

Olivia Woo, CFA, MBA
Director of Individual Client Management
Toll Free: +1 (844) 395-0747
Email: oliviawoo@mawer.com

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