Investing with
Scheer Rowlett

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

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

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Scheer Rowlett & Associates Investment Management Ltd.
July 4th, 2022