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

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