More than a provider, we build long-term partnerships.
To us, success means a trusted partnership that helps you achieve your goals. We take a collaborative approach to working with our clients. We begin by identifying what’s most important for your business, and then delivering custom, flexible solutions to support your strategic objectives.
From discovery to solution delivery to ongoing client support, this comprehensive approach allows you to grow and differentiate your business with a partner who evolves along with you and your clients. Many of our partnerships have spanned two decades.
We’ve helped our partners:
No matter your business model, you can fill the gaps with turnkey asset allocation and investment strategies—so you can spend more time and energy on your clients and your growth.
Customize our solutions with your brand. We can also package them with our SEI brand, along with our best thinking, and deliver them via our most efficient solutions
Investment solutions provided by SEI Investments Canada Company, the investment fund manager and portfolio manager of the SEI Funds in Canada and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.