A TEAM-BASED APPROACH TO DISCRETIONARY MANAGEMENT
The best teams are more than a sum of their parts. Talent is a given at the highest levels of sport and finance. That’s why it’s often the specialists who make the difference between a good team and a great one.
We’ve partnered with Fiera Capital to offer discretionary wealth management to investors with $1 million+ of household investable assets. With a roster of more than 245 investment professionals – and approximately $158.5B of assets under management – Fiera Capital is a leading Canadian independent investment management firm.1
When you add Fiera Capital to your team, you’re investing in expertise. Expertise in traditional investments, like equities and fixed income. And expertise in alternative investments, including real assets like real estate, infrastructure, and agriculture.
Don’t know your alternatives from your options? You don’t have to. By giving Fiera Capital the discretion to invest on your behalf, you’re teaming up with an industry-leader in the types of investments that can diversify your portfolio and manage your risk.
As a leading Canadian independent investment management firm, Fiera Capital combines the flexibility and efficiency of a boutique wealth manager with the scale and resources of a premier asset management firm.
What can you expect from Fiera Capital?
You’ll start by meeting with your Lawyers Financial advisor and an investment specialist from Fiera Capital to create a customized investment policy statement that lines up with your financial plan. This policy, outlining your goals and risk tolerance, will guide every tactical move Fiera Capital makes on your behalf. Your Lawyers Financial advisor and Fiera investment specialist will review your portfolio with you once a year – and as often as you need to during periods of heightened volatility.
How does Fiera Capital fit in with your team at Lawyers Financial?
Discretionary management is one part of your overall financial picture. We can help you design a financial plan that clearly defines your long-term goals. Fiera Capital can help you put that plan into action. And your team at Lawyers Financial can help you protect your family, your income, and your firm with cost-effective insurance.
- ESG AND RESPONSIBLE INVESTING
ESG considerations are built into Fiera’s investment processes and into how they do business generally. ESG is shorthand for environmental, social and governance—and can include everything from a company’s attitude toward to climate change to the gender pay gap among their staff.
Fiera Capital is of the view that well-managed companies are generally those that demonstrate high ethical and environmental standards and respect for their employees, for human rights and for the communities in which they do business.
Fiera maintains a responsible investment policy guided by their duty to act in the best interests of their clients and their mandate to generate the best possible returns. They believe responsible investing is core to their ability to satisfy both.
Book a 20-minute meeting with a financial planner from Lawyers Financial. They’ll ask about your long-term investment goals and can arrange for a private wealth consultant from Fiera Capital to join your team.
1. Source: Fiera Capital Corporation, as at December 30, 2022
Discretionary wealth management services are offered through Fiera Capital Corporation, an asset management firm registered as portfolio manager in all Provinces and Territories of Canada.