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]

$12 billion of value added.
Let’s Talk.

$12 billion of value added.

Independent for 31 years, Letko Brosseau has provided clients long-term
outperformance with investments in Canada and around the world.

We take a disciplined, long-term view based on fundamental research, economic analysis and the deep industry expertise of our multi-disciplinary team.

  • Balanced
  • Global Equity
  • Canadian Equity
  • Emerging Markets Equity
  • Fixed Income

$

27

+

billion in firm assets under management

11.6

%

annualized return for over 31 years

3.6

%

annualized benchmark outperformance

Value added represents the excess return over the weighted average of all clients’ benchmarks for all assets under management gross of fees from Jan 1, 1988 to June 30, 2019.

Performance numbers referenced are annualized and presented in Canadian dollars gross of fees for all assets under management from Jan 1, 1988 to June 30, 2019 and do not refer to any composite. The results in the Portfolio Metrics table are calculated by aggregating all assets, all bonds and all equities, respectively in LBA managed discretionary accounts. The benchmark is the weighted average of all clients’ benchmarks.

Past performance is not a guarantee of future results.