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Douglas is the chair of a large hospital foundation’s investment committee. He has a background as an accountant and understands his responsibility to the hospital and the real lives the foundation helps. When assessing responses to the foundation’s request for proposals, Douglas and the investment committee were particularly focused on finding an investment firm with responsible, well thought-out processes.


We know that foundation and not-for-profit committees are composed of dedicated, busy people who are committed to the success of their organizations. Therefore, we take a practical approach to engaging with committee members, and bring our experience and expertise into their decision making. We’re proud of working successfully with many not for profit institutional clients, as well as our long-term engagement in charitable giving and the local community


Our track record with foundations and other not-for-profit institutional clients is underpinned by the experience of many of our Wealth Advisors sitting on foundation boards themselves. This helped to convince Douglas that we had the knowledge and range of institutional-grade investments to help his organization meet its goals. We backed this up with our process for becoming a client, our legal and compliance procedures, and our dedicated Wealth Advisors who provide high-quality, regular reporting at the board’s convenience. 

In addition, we are proud of our involvement with the Connor, Clark & Lunn Foundation, which funds programs and not-for-profits that help promote a better environment, improvements to education, advances in science and medicine, stronger communities and the arts.

We are ready to help you pre-experience your future wealth and choose suitable investments for your unique situation.

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