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 that 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 NATOA (National Aboriginal Trust Officers Association) and AFOA (Aboriginal Financial Officers Association of 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 Andrew Davis to see how we can serve your community. Andrew has held diverse roles in the investment industry, including working as an investment manager at an Indigenous Trust, and as a client relationship specialist for the last 2 years at LBA. He is passionate about helping Indigenous communities achieve their investment goals.

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

Andrew Davis, CPA, CA, CFA
587-350-1710
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 32 years and managing total assets of approximately $27 billion, Letko Brosseau has provided clients long-term 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.

$

8.6

+

billion in assets Canadian equity composite assets

13.0

%

annualized return for 25 years

4.8

%

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, 2019. This $8.6 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 future results.

*Peer comparison universe is the RBC Investor & Treasury Services Canadian Equity Funds Active Equally Weighted Universe, dated December 31, 2019.