Company Summary
Fiera Capital Corporation is a leading independent asset management firm with its head office in Canada. The firm offers integrated portfolio management solutions spanning a broad array of traditional and alternative asset classes and caters to a diverse clientele.
Core Values:
- Client-focused culture
- Respect and integrity
- Performance and accountability
- Teamwork
- Innovation and entrepreneurship
Fiera Capital Private Wealth provides sophisticated and highly customized management services and investment counselling, combining the flexibility and efficiency of a boutique investment counsellor with the scale and the resources of a leading investment management firm.
Fiera Capital Private Wealth caters to the specific needs of high-net-worth individuals and their families, as well as endowments and foundations, offering the following:
- Customized investment policy and strategy designed to achieve clients’ investment objectives
- Strategic and tactical asset allocation, ensuring clients’ portfolios are properly positioned in all market conditions
- Investment platform, offering a wide array of traditional and non-traditional solutions to improve risk-return opportunities
- Portfolio optimization, using non-correlated sources of return to maximize the benefits of diversification
The team’s ability to optimize client portfolios by offering both alternative investment strategies and a proactive, tactical asset-allocation process, in addition to a complete range of traditional investment strategies, sets them apart from their peers.
Unique Value Proposition
Clients stand to benefit from Fiera Capital’s depth of expertise, diversified offerings and performance-driven entrepreneurial culture. The firm is one of only a handful of independent investment firms providing extensive expertise in Canadian active and structured fixed income, Canadian and foreign equity, asset allocation and non-traditional investment solutions through an extensive range of strategies. The firm offers a broad spectrum of best-in-class private alternative strategies that provide exceptional opportunities for increased diversity and state-of-the art asset allocation. Private alternative solutions focused on real estate, infrastructure, private lending, agriculture and private equity enable clients to address their capital-appreciation and income objectives with a measure of protection against inflation.
Fiera Capital is a research-driven investment firm with the belief that disciplined, methodical analysis and the consistent application of a rigorous investment approach produces superior performance. The firm’s active management model stresses teamwork and the free exchange of ideas among a group of highly experienced investment professionals.
The Fiera Capital Private Wealth team’s ability to optimize client portfolios by offering both alternative investment strategies and a proactive, tactical asset-allocation process, in addition to a complete range of traditional investment strategies, sets them apart from their peers.
AUM ($Bil)
$6.2
Year Founded
2003
Key Personnel
Sheila Norman, Senior Vice President, Investment Counsellor
Jason Fenn, Vice President, Investment Counsellor
Address
1501 McGill College Avenue, Suite 800
Montreal, Quebec H3A 3M8
1 Adelaide Street East, Suite 600
Toronto, Ontario M5C 2V9
607 8th Avenue SW, Suite 300
Calgary, Alberta T2P 0A7