What we do
We design our investment solutions with partners like you in mind, so that you can deploy them as your own integrated advice and investment offerings.
They can be partially or fully customized to fit your specific needs. Choose from:
Either way, our solutions are designed to help your firm achieve your organizational goals, create capacity for your front-line advisors, and to help create better investment outcomes for your clients.
We believe in long-term strategic partnerships that help our clients partners achieve lasting success. In fact, trusted relationships are our top priority: more than 60% of our current private banking and wealth management clients have been in partnership with us for over 10 years.
Leveraging our unique investment expertise, we are able to create the solutions that fit your needs across a range of competitive requirements.
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.