Client service

At the outset, we review investment objectives with each client with a view of fully understanding their needs and establishing a relationship that will last for the long term.

Understanding our clients' investment objectives and meeting their specific needs are at the centre of every client relationship.

Our client service professionals, located in Montréal, Toronto and Calgary are involved in the on-going communication and servicing of our Canadian clients. They also make use of the expertise of our investment professionals to ensure that all our clients' needs are met.

At the outset, we review investment objectives with each client with a view of fully understanding their needs and establishing a relationship that will last for the long term. Afterwards, we hold regular meetings to review the portfolio's investment performance and, if necessary, revise the client's asset allocation. During these meetings, we provide an economic and market forecast. We advise the client of changes in the investment environment or in Standard Life Investments' House View. Video conferencing facilities are also available.

For our clients with separately managed funds or specialized mandates, a team of portfolio management professionals performs on-going client-servicing functions, working closely with clients to establish investment strategies that comply with their fund's parameters and desired degree of risk exposure. We provide a range of reports to our clients using pooled products on a monthly, quarterly and annual basis.