
We manage wealth for Canadian families, institutions, & Indigenous communities: Integrity. Investment Discipline. Independence. And #InvestingInOurCommunities.
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ALT This International Women's Day, Principal & Portfolio Manager - Institutional Clients Catherine Heath was named an Elite Woman 2024 by Benefits & Pensions Monitor Magazine! Catherine brings her significant experience as a bond trader and institutional PM to both her clients and to the broader community, serving currently on several boards and investment committees at both the Simon Fraser University and the University of Victoria. Catherine was also a co-founder of the #Vancouver chapter of Women in Capital Markets, past president of CFA Society Vancouver, and board member of Ballet BC.


































