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Morneau Shepell Asset & Risk Management Ltd.

Address

800 Bay Street
Suite 700
Toronto, Ontario M5S 3A9
(416) 527 - 2859
adubinski@morneaushepell.com
https://www.morneaushepell.com/ca-en/morneau-shepell-asset-risk-management-ltd

Principal Contacts

Alana Dubinski
Chief Compliance Officer
Tel: (416) 527 - 2859
adubinski@morneaushepell.com

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

  • Family Office
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta*
  • British Columbia*
  • New Brunswick*
  • Nova Scotia*
  • Ontario*
  • Quebec*

* indicates a physical location in this province

About Us

Through investment selection, asset allocation, implementation, and monitoring, we optimize your returns and risk. We develop and implement customized  investment strategies for pension funds, high-net-worth individuals, endowments, and more. Established in 2012, Morneau Shepell Asset & Risk Management Ltd. was launched as an extension of Morneau Shepell’s Retirement Solutions to help achieve targeted investment outcomes for institutional investors with a new investment approach and asset allocation. By pioneering the outcome-oriented style of investing, Morneau Shepell Asset & Risk Management assists investors by emphasizing downside protection, reduced volatility, and controlled risk.