Redefining Wealth Management

Our investment infrastructure platforms, solutions and services can help you remain relevant and achieve lasting success.

What We Do

We deliver wealth management and business process solutions to the investment industry.

Our deep domain knowledge enables us to deliver comprehensive solutions.

Solutions to help our clients -- and their clients -- reach their goals

Knowledge Centre

Your source for perspectives on industry challenges and opportunities.

From what’s now, to what’s new, to what’s next. Tap into the experience, talent and passion of our people.

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Our People

We're invested in your success.

We strive to anticipate the future and bring it back to you -- to help you see, act and be successful in it.

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    James Solloway Responsible for strategic and active asset allocation research
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    Andy Mitchell Responsible for guiding vision, strategy, process and governance
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    Mike Bustard Oversees operations-related functions for our Canadian business
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