Working with Canadian Investment Management Firms

Find out what you need to know when working with Canadian investment management firms

Working with Canadian investment managers can begin with a deeper understanding of how professional the firms that provide investment services in Canada are and whether or not they are trustworthy. You will be reassured once you realize the profession has well-known and established professional associations as well as educational programs that lead to certification and licensing. That way you know your money will be handled by professionals who know what they are doing.

There are a wide variety of Canadian investment firms and the services they offer cover the water front. As you explore your options, you will want to:

1. Research professional associations that focus on investment firms in Canada to learn what it takes to become an investment manager

2. Investigate licensing or certification offered for investment managers in Canadian investment firms.

3. Explore what Canadian asset managers and their firms offer.

Utilize association and educational resources for Canadian investment managers

Find a professional association that supports and espouses high standards for investor education and which promotes transparency and due diligence.

Evaluate firms that offer investment services in Canada

As you explore ways to work effectively with asset management companies in Canada, develop a list of criteria that you can use to focus your search on. The relationship with an analyst will be a key part of your criteria so it might make sense to interview them, as they will be working for you, so you want to make sure they are trustworthy.

Compare and contrast the various services you will find from investment firms in Canada

The range of services you can expect from Canadian investment managers runs the gamut from discount brokerage services, financial planning, investment management and research.

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