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At Scotia Cassels, investments are managed on a discretionary basis for pension plans, institutions, mutual funds, endowments, foundations, and taxable foundations.
As one of the largest investment managers in Canada, with over $23 billion in assets under management, Scotia Cassels implements a time-tested and successful approach. The goal is to ensure that client's needs are met through professional attention, experienced personnel and strong, proven investment expertise.
Scotia Cassels offers customized investment solutions including: balanced accounts and specialized portfolios such as Canadian, U.S. and international equity portfolios, as well as immunized bond and option accounts. Learn more about our customized investment solutions using the links provided below:
Research
Learn more about the research stock selection criteria.
Asset Mix Process
Find out how investment professionals keep on top of changes in long-term trends affecting capital markets, and how this affects security selection.
Fixed Income
Interested in the fixed income investment process? More information is available.
Canadian Equities
Gain an understanding of the underlying principles considered when selecting Canadian stocks for clients' portfolios.
U.S. Equities
Information on the underlying principles considered when selecting U.S. stocks for clients' portfolios.
International Equities
Read about the underlying principles considered when selecting international stocks for clients' portfolios.
Institutional Client Services
Working for your investment success - learn more about Scotia Cassels' institutional client services.
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