An Experienced Team
Working for You

Letko Brosseau has managed assets for private clients since the inception of the firm in 1987. Our Private Wealth Team consists of qualified professionals with diverse backgrounds.

The Investment Services Directors are committed to understanding your unique investment objectives and strive to acquire in-depth knowledge of your current financial situation. Through a comprehensive preliminary assessment and ongoing communication, our team can develop the appropriate asset allocation strategy that reflects your time horizon, individual investment objectives and risk profile.

Client assets under management
by mandate ($28.4 bn)

<p><strong>Client assets under management<br />
</strong>by mandate ($28.4 bn)</p>

The Benefits of a Discretionary Service

Private client investment counselling is a discretionary service: Letko Brosseau manages your portfolio by making all buy and sell decisions on your behalf. This provides you with comfort and peace of mind, knowing that a talented and experienced investment management team is doing in-depth research and working to meet your long-term goals. You will receive quarterly portfolio reports and meet with your Investment Services Director for annual portfolio and economic reviews.

Dedicated Servicing to Assist You

As a client of Letko Brosseau, an Investment Services Director will be assigned to you. Our Investment Services Directors are experienced representatives who typically hold the CFA® or CIM® designation. His or her primary function is to answer any questions you may have and explain our investment philosophy, portfolio strategy, company outlooks and performance.

In addition, Investment Services Directors participate in the monitoring of portfolios and are involved in the portfolio compliance process. You will also have direct access to a dedicated Investment Services Associate to assist you with all administrative aspects of your account(s). We work effectively with family offices, tax lawyers and accountants to facilitate tax planning and reporting.

Investment Services Team

Private client portfolio services are available to individuals and families with the following minimum asset thresholds:

Segregated Account

$5,000,000Minimum

Pooled Fund Account

$1,000,000Minimum

All portfolios regardless of mandate, vehicle or type of client, are managed by the same team of investment professionals according to the same investment philosophy.

Types of accounts
Managed on behalf of private clients.

  • Cash (non-registered)
  • Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Fund (RRIF)
  • Life Income Fund (LIF)
  • Locked-In Retirement Account (LIRA)
  • Individual Pension Plan (IPP)
  • Tax-Free Savings Account (TFSA)
  • Corporate (CORP)
  • Joint
  • Estate
  • Trust
  • Foundation
  • Retirement Compensation Arrangement (RCA)

For any enquiries concerning Private Wealth Investment

Contact


Western Canada - Calgary
Paul Vaillancourt
| 587-350-1706">587-350-1706


Central Canada - Toronto
Peter Burke
| 647-258-7861">647-258-7861


Eastern Canada - Montreal
Laila Danechi
| 514-315-8120">514-315-8120

Balanced is best.
Let’s Talk.

Balanced is best.

Independent for 31 years, Letko Brosseau has provided clients with long-term outperformance.

No alternative investments.
No alternative facts.

Simple ingredients:

  • Low cost
  • Long-only investments
  • No leverage
  • All public market holdings
  • Fundamental research
  • A talented team

Balanced
Composite
Returns:

11.4

%

annualized return for over 31 years

3.7

%

annualized benchmark outperformance

Performance results referenced above are annualized and presented in Canadian dollars gross of fees for the Letko Brosseau Global Balanced (Canadian Bias) Composite from January 1, 1988 to March 31, 2019. This $12.2 billion composite includes all discretionary balanced mandates with a bias towards Canadian equities and asset mix targets within the ranges of 30-70% for fixed income and 30-70% for global equities. The benchmark is 5% FTSE Canada 91 Day T-Bill Total Return Index, 40% FTSE Canada Universe Bond Total Return Index, 20% S&P/TSX Composite Total Return Capped Index and 35% MSCI All Country World Total Return Net Index. The benchmark from June 1, 2007 to December 31, 2017 was 5% FTSE Canada 91 Day T-Bill Total Return Index, 40% FTSE Canada Universe Bond Total Return Index, 20% S&P/TSX Composite Total Return Capped Index and 35% MSCI World Total Return Net Index. The benchmark from January 1, 2001 to May 31, 2007 was 5% FTSE Canada 91 Day T-Bill Total Return Index, 40% FTSE Canada Universe Bond Total Return Index, 30% S&P/TSX Composite Total Return Capped Index and 25% MSCI World Total Return Net Index. The benchmark from January 1, 1988 to December 31, 2000 was 5% FTSE Canada 91 Day T-Bill Total Return Index, 40% FTSE Canada Universe Bond Total Return Index, 35% TSE 300 Composite Total Return Index adjusted to cap the weighting of any associated group of equities at 10% of the index and 20% MSCI World Total Return Net Index.
Past performance does not guarantee future results.

Value added represents the excess return of the Letko Brosseau Global Balanced (Canadian Bias) Composite over the benchmark from January 1, 1988 to March 31, 2019.

*Peer comparison universe is RBC Investor & Treasury Services Canadian Defined Benefit Plans Universe, dated March 31, 2019.