Scotia Cassels believes that it's important for investment managers and clients to work together as a team to realize clients' objectives. Regular communication is a necessity. The process begins by reviewing the investment policy statement, especially the objectives and investment guidelines. 

A Scotia Cassels portfolio manager will be available to help assess the ongoing appropriateness of investment policies and to help trustees, boards, and other governing bodies in their understanding of the investment management process. 

Regular meetings are recommended to review the written quarterly report. This report includes an analysis of the portfolio activity for the quarter, rates of return and the investment outlook for the coming quarter and the remainder of the year.