Investing with
We specialize in managing equity, and full balanced portfolios (fixed income and global equities) for pension plans, mutual funds, corporations, foundations and endowments. We offer customized equity and balanced fund portfolios.
We believe that clear communication is critical to a healthy long-term relationship. Our Client Service specialists are committed to providing a level of service that meets each of our client’s unique needs.
As a client of Scheer Rowlett you will receive:
Monthly Portfolio Valuations (if desired)
Detailing the country and sector weightings, stock holdings, transactions, and cash statements.
Monthly Equity Review
Asset Transaction
report
Quarterly Report
Which includes a market review, current views, future investment strategy, and an explanation of major changes to the portfolio and performance returns, attribution analysis and a proxy voting summary.
To find out more about becoming a client
of Scheer Rowlett please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
Tel: 416-364-5396
Email: [email protected]
For additional information on Scheer Rowlett & Associates Investment Management Ltd., please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Scheer Rowlett & Associates Investment Management Ltd. (Scheer Rowlett) website may contain hyperlinks to websites operated by parties other than Scheer Rowlett. Such hyperlinks are provided for your reference only. Scheer Rowlett does not control such websites and is not responsible for their contents. The inclusion by Scheer Rowlett of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.
Scheer Rowlett & Associates Investment Management Ltd.
July 4th, 2022