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)
$131+
Year Founded
2003
Key Personnel
Sheila Norman, Senior Vice President, Investment Counsellor
Address
21 Bedford Road, Suite 300
Toronto, ON M5R 2J9
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