Company Summary

Founded in 1993, Adroit Investment Management (Adroit) offers discretionary wealth management services for individuals, pension funds, endowment funds, and charitable organizations. Our sound philosophy and disciplined investment style have helped us to consistently deliver strong investment performance while minimizing overall risk. Integrity, trust and discipline are the basic principles that guide us toward sound decisions and solid results.

Adroit is a majority-owned operating company of Canadian Western Bank (CWB), the largest publicly traded Canadian bank headquartered in Western Canada. CWB and its operating companies/divisions collectively offer services in the areas of banking, trust, insurance and wealth management, and are together known as Canadian Western Bank Group (CWB Group).

Source: Adroit Investment Management Ltd.

Unique Value Proposition

We believe that successful money management is the result of a sound investment philosophy supported by a disciplined investment style.

Integrity.
We adhere to strict international standards of Professional Conduct as outlined by the CFA Institute. For safekeeping and your peace of mind, client assets are held by a third-party custodian on your behalf.

Trust.
Since the early 1990’s, we have earned our clients’ trust through good and bad markets. Our clients rely on us to make discretionary investment decisions to serve their long-term interests.

Discipline.
A key feature of our investment approach is risk management and control in an effort to preserve your capital base. Portfolio diversification ensures that each portfolio has a minimum number of quality securities, a maximum in any one holding, and is invested in a number of major industry groups to avoid over-exposure to any one industry or sector.

Source: Adroit Investment Management Ltd.

AUM ($Bil)

1

Year Founded

1993

Key Personnel

Maria K. Holowinsky, Chief Investment Officer
Linnea McKercher, Vice President
Malcolm J. Jones, Vice President

Address

12th Floor, Canadian Western Bank Place
10303 Jasper Avenue
Edmonton, Alberta
T5J 3N6

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