Who we serve
A trusted partner at every stage of your growth, focused on deepening client relationships.
As a financial advisor, you are focused on growing, differentiating, and creating efficiencies in your business so that you can concentrate on the heart of your business—your clients. We aim to provide the asset management solutions to help you do just that.
Our portfolio model solutions are focused on the needs and risk profiles of the individual investor. They extend across a range of risk profiles and objectives, helping you and your clients maximize returns, reduce volatility, and manage investment risk.
Our mutual funds offer a variety of fund-of-fund and stand-alone fund options to align your advice with the way your clients think about wealth.
We offer more than investment solutions:
Information 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.