Investment Consulting

Practical Intelligence

In a complex world, Eckler's investment solutions focus on one simple matter – customized and client- focused advice. Advice that our clients, as fiduciaries, can use to develop an investment program and then prudently manage it. We help our clients manage risk and effective governance by developing reasonable and appropriate investment objectives, establishing long-term asset allocation strategies, developing investment policies and procedures, defining and creating implementation plans, selecting investment managers and funds, and evaluating and monitoring portfolio performance. We also provide asset/liability studies and portfolio analyses using a range of proven techniques, innovative computer-based tools and databases.

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As objective and unbiased third-party advisors, our consultants are adept at asking the questions that matter most to managing risk. We listen, we learn and we respond – but only when we have a complete and thorough understanding of your business needs and objectives. Our promise is straightforward: to make sense of a diverse mix of investment matters, while achieving optimal performance for our clients' portfolios by helping them make timely and informed decisions.

Our investment consulting services include:

  • Governance and fiduciary education
  • Investment policy development
  • Asset/liability modelling
  • Manager review, search and selection
  • Performance measurement
  • Portfolio analysis
  • Capital accumulation plans consulting
  • Research
  • Due diligence
  • Implementation services
For more information contact:
Toronto: Chris Brisebois
Halifax: Derek Gerard
Montréal: Danny Martin
Winnipeg: Simon Deschenes