Contact: Steven Smith
Location: Toronto, ON
Beutel, Goodman & Company Ltd.
Beutel Goodman & Company Ltd. is a highly respected, independent Canadian investment counsel firm. Established in 1967, the company has a long history of providing discretionary investment counsel to clients across Canada and currently manages approximately $40 Billion for Indigenous Communities, Pension Funds, Institutions, Foundations, Individuals and Families. Our highly qualified investment team adheres to a consistent value based investment approach in its effort to provide excellent long-term investment returns for our clients.
We specialize in working with First Nations, Metis and Inuit organizations to achieve their financial objectives by developing investment portfolios based on each community’s unique requirements. Many of our Indigenous clients have Investment Trust portfolios created to balance the needs of today’s members with the requirement to provide for future generations. An Investment Policy Statement incorporating these goals is created for each client and serves as the blueprint for building solid financial success for the community.
Providing excellent long-term risk adjusted return is our primary objective, however, we also believe it is important to ensure that our clients understand the path to financial success. For this reason, we have developed and delivered educational presentations explaining the investment process to Chief and Council and Trustees in communities across Canada. This leads to strong mutual understanding and a solid partnership between Indigenous clients and our investment team which, in turn, has resulted in long term successful relationships and the consistent commitment to achieving the community’s financial objectives.
Beutel Goodman has been privileged to work closely with Indigenous people over the past 15 years and manages investment portfolios for communities in provinces and territories all across Canada. We look forward to continuing our support and strengthening relationships as we work together for the continued success of Indigenous people across Canada.
For additional information about Beutel Goodman & Company Ltd., please contact:
Steven Smith, CFA
Vice President, Private Client Group
Telephone: 416-480-6473| Cell: 416-433-7486