Indigenous Services

LBA has been honoured to serve the unique investment needs of First Nations, Métis and Inuit clients since 2004. We manage assets of approximately $350 million for diverse Indigenous communities and organizations across Canada.

We know the prudent and effective management of trust assets will have a direct impact on the social and economic prosperity of community members today and will build wealth to preserve the well being of future generations.

LBA is pleased to support organizations committed to achieving the highest standards of excellence in Indigenous finance, investing, management and leadership. We are members of the National Aboriginal Trust Officers Association (NATOA) and AFOA Canada.

Building Capacity: 
 
We are committed to helping build capacity among Indigenous communities on financial matters and have conducted numerous workshops over the years on topics including:

  • Investment guiding principles
  • Asset classes and asset allocation strategy
  • Understanding macroeconomic trends and financial markets
  • Fees and costs linked to investing

Educational materials are available upon request.
 
Our investment approach fully integrates Environmental, Social and Governance issues. We offer funds that are sensitive to specific ESG parameters and we are open to addressing your community’s unique needs.

Investment Services Team

We understand that each Indigenous community has unique investment needs.
 
Our dedicated investment services team strives to work closely with Trustees and elected officials within the community to understand priorities and objectives.
 
We invite you to contact Lisa Caswell to see how we can serve your community. Lisa has over 25 years of investment industry experience, working primarily as a portfolio manager and client relationship specialist, including 12 years at LBA. She has completed the NATOA Trustee Training certificate and is passionate about helping Indigenous communities achieve their investment goals.

Learn more about how we can help your unique community or organization.

Lisa Caswell, MBA, CFA
647-426-1780
1-800-307-8557
[email protected]

O Canada! We Invest in Thee.
Let’s Talk.

Canada is a well-governed, resource-rich country full of entrepreneurial spirit. Its deep financial markets have been a great place to invest.

Independent for 31 years and managing total assets of over $28 billion, Letko Brosseau has provided clients consistent outperformance with investments in Canada and around the world. We take a long-term view based on fundamental research, economic analysis, and the deep industry expertise of our talented team.

Also managing Balanced, Global Equity, Emerging Markets Equity & Fixed Income.

O Canada! We Invest in Thee.

$

7.3

+

Billion Canadian equity composite

13.0

%

Annualized returns for over 23 years

5.3

%

Annualized benchmark outperformance

Performance results referenced above are annualized and presented in Canadian dollars gross of fees for the Letko Brosseau Canadian Equity Composite from October 1, 1995 to December 31, 2018. This $7.3 billion composite includes all discretionary Canadian equity mandates with asset mix targets for fixed income securities of less than 10%. The benchmark since inception is 2% FTSE Canada 91 day T-bill Total Return Index and 98% S&P/TSX Composite Total Return Capped Index. Past performance does not guarantee f uture results.

*Peer comparison universe is the RBC Investor & Treasury Services Canadian Equity Funds Active Equally Weighted Universe, dated December 31, 2018.