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Investing with Scheer Rowlett

At Scheer Rowlett we specialize in managing Canadian equity and balanced portfolios for pension plans, mutual funds, corporations, foundations, endowments and high net worth investors.

We believe that clear communication is critical to a healthy long-term relationship, which is why we encourage regular meetings. Frequency of meetings is at each client’s discretion, however many clients prefer to meet semi-annually.

We have dedicated Client Service specialists available at any time to answer questions and share our views about your portfolio. All of our portfolio managers support our Client Service specialists, who are steadfastly committed to providing a level of service that meets your unique needs.

In addition, you can receive a regular monthly report containing: a Portfolio Valuation Report, an Asset Transaction Report and SRA’s Monthly Equity Review. Each quarter, you will receive a detailed quarterly report which communicates an overall review of activity and strategy for your portfolio, a Proxy Voting Report and a compliance update.

For more information please contact:

Brent Wilkins Image
Brent
Wilkins
Senior Vice President, Head of Institutional Sales, Canada
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