Company Summary
Greystone was founded in 1988. Headquartered in Regina, with additional offices in Toronto and Winnipeg, we are a privately owned firm, controlled by our employees.
We serve institutional clients across Canada and, through third-party distribution arrangements, private wealth clients. We offer a full range of investment services, with in-house teams covering fixed income, Canadian equities, US equities, international equities, real estate and mortgages.
Our expertise is available through both segregated and pooled fund accounts.
Clients have responded to our investment philosophy and service orientation by making us one of Canada’s 10 largest money managers.
Our $33.2 billion of assets under management at June 30, 2013 includes:
Large pension funds and small business
Charities and corporations
Trusts, insurance companies and workers’ compensation programs
Private foundations
Universities, trade unions and religious orders
Source: Greystone Managed Investments
Unique Value Proposition
Greystone exists to add value for clients by:
Understanding clients’ needs & objectives for performance and servicing and exceeding their expectations.
Providing value-added investment performance, within the clients’ risk tolerances, with integrity and in a highly principled manner.
Our core values:
Client interests come first. We are not satisfied until our clients receive superior service.
Integrity & professional conduct. We honour our commitments, treating our clients and colleagues with respect.
Teamwork. Collaborative decision-making is at the centre of every action.
Accountability/clear performance goals. We are accountable for our actions and take pride in accomplishing measurable goals.
Social & community. We contribute to the community as a firm and as individuals, reinvesting a small portion of the benefits we personally enjoy from making our lives here.
Source: Greystone Managed Investments
AUM ($Bil)
33.2
Year Founded
1988
Key Personnel
Robert L. Vanderhooft, CEO & CIO
Frank Hart, President & Managing Director
Louis R. Martel, Managing Director & Chief Client Strategist
Address
300 Park Centre, 1230 Blackfoot Drive
Regina, Saskatchewan
S4S 7G4