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Investment Services

servicesStrategis Financial Group serves Canadian, U.S. and European institutional investors. Our services include the provision of the following:

  1. Access for Canadian institutional and private investors to specialized and alternative investment strategies from asset management firms domiciled in Canada, the U.S.A. and Europe.
  2. Performance of careful selection and on-site due diligence for all firms we represent.
  3. Ongoing monitoring for our clients of firms we represent to ensure consistency in their investment philosophy, key personnel and their risk/return profile.
  4. Client servicing through regular reports and meetings.
  5. Access to the Canadian market for U.S. and European asset management firms.

Fees:

Fees vary according to the strategy and the asset management firm chosen by each client, but they are always the normal fees charged by these firms. Strategis obtains its remuneration from the regular fees paid by clients to the firms they select. There is also no additional charge for regular client communications provided by Strategis.