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Cypress Capital Management Ltd.
Tel: (604) 659 - 1890
Tel: (604) 659 - 1855
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - Other
Provinces of Business
- British Columbia*
* indicates a physical location in this province
Cypress Capital Management Ltd. was founded in 1998 with the goal of providing best-in-class, independent investment management services. Our clients include individuals, families, foundations and corporations, as well as pensions and other institutional investors. Our commitment to providing honest, professional and individually tailored service has allowed us to become one of the leading investment management firms in Western Canada.
Our primary goal at Cypress Capital Management is to provide top-quality client service at a reasonable cost; where the best interest of the client is paramount. We are committed to being honest and transparent regarding return expectations, risks, fees and our capabilities as investment managers. We strive to align our interests as managers with those of our clients, to minimise potential conflicts and to ensure we are working towards providing the best investment solutions.
At Cypress we take our role as fiduciary managers seriously. Our clients place a high-level of trust in our judgment and investment skill and should, therefore, expect the highest level of honesty and ethical behaviour in return.
Stock markets are volatile and future returns are uncertain. Our fundamental view, however, is that we can add value for our clients by constructing the appropriate investment portfolio for their specific circumstances, and through continued client education on the principles of investing.
Our existing clients are our sales force and by providing top-quality professional service we have been able to consistently grow our business despite the fluctuations in the markets. As we continue to expand our business any gains in market share we achieve will not come at the expense of the professional and individualised client service that we pride ourselves on.
On June 30, 2004, AGF acquired 100% of the outstanding shares of Cypress. Cypress’ investment team and investment strategies/policies remain independent of AGF’s.
Cypress’ investment team is comprised of eight experienced investment professionals, each holding a CFA designation. We pride ourselves on maintaining a thorough understanding of current empirical work on portfolio management.