Investment Advisor Services
Unbiased and custom solutions supported by independent experts
Today’s pension plan environment is complex and offers new possibilities. Despite the significant volatility and market declines experienced in 2022, most pension plans funded statuses are near decade highs.
With the current market environment, many plan sponsors are considering de-risking strategies including Liability Driven Investing (LDI).
Our next Manager Speaker Circuit webinar will feature Véronique Lauzière and Steve Guignard, from SLC Management, who will share their expert insights alongside TELUS Health’s Partner and Head of Investment Strategy, Julianna Spiropoulos.
June 1st 2023 at 2 pm EDT
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, TELUS Health (formerly 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 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
Or delegate us as your OCIO and an extension of your investment committee
We support a range of pension and specialty plans
Defined contribution (led by our dedicated expert DC consulting sub-team)
First Nations trusts
Communities of faith
Endowments and foundations
Employee life & health trusts
Accident & disability plans
Group RRSPs & TFSAs