Designing the best approach for you
All angles are considered when tailoring our innovative and defensible strategies to each client’s needs.
We blend asset allocation insights and manager research with personal investment beliefs to ensure the right investment manager is in place when designing each portfolio.
Experts in the Canadian market
To build your custom portfolio, LifeWorks draws from a team of coast-to-coast experts who have insight on each aspect being considered.
Our best-in-class support includes:
Setting you up for success
Our team takes the care needed to ensure that your investment strategy remains a on sound footing. We will help to:
- Develop and manage investment policy, including around environmental and social matters
- Build an asset mix policy that could be dynamic over time (learn more about “Risk Management & ALM” )
- Ensure you stay compliant
- Keep future objectives in scope
- Source the right investment managers for all asset classes
- Review governance structure
- Monitor and report on performance with ever-ready consulting support on hand
We support a range of pension and specialty plans
Endowments and foundations
Employee life & health trusts
Accident & disability plans
Group RRSPs & TFSAs