Clients

Long-Term Partnerships Built on Trust

We aim to earn the right to be our clients’ first choice. As one of Canada's most established institutional asset managers, PH&N provides tailored investment solutions and industry-leading service for institutional clients.

Your PH&N Institutional Portfolio Manager

  • Ensures that your objectives are properly defined, clearly understood, and appropriately incorporated into a specific investment strategy.
  • Collaborates with you and with professionals within RBC GAM, harnessing the experience of all relevant investment professionals and experts globally.
  • Maintains effective communication and ensures clear, comprehensive, and timely reporting on an ongoing basis.

We have been recognized by institutional clients as providing the industry's highest-quality service and named a Greenwich Quality Leader in Canadian Institutional Investment Management Service.


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Pension Plans

PH&N has a long-standing reputation among Canadian pension plan sponsors for adeptly understanding and addressing the wide range of objectives and regulatory requirements faced by corporate and public plans.

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Insurance & Financial Companies

We deliver tailored solutions for insurance pools and other assets of financial companies, to address their diverse and often complex needs. We assess and provide strategies for risk management, asset allocation, and liability and credit analysis.

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Institutions & Organizations

Our clients include governments and educational, health care, religious, and other non-profit organizations, each with very distinct investment objectives, such as managing operating funds, liquidity needs, or benefit- or risk-related objectives.

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Family Offices & Foundations

Collaborating with single- and multi-family offices, privately held family businesses, and related foundations, we focus on their distinct and evolving investment objectives, including capital growth, income generation, and capital preservation.

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Aboriginal Communities

Since the early 1990s, PH&N has been working with Aboriginal trusts and other entities to help pursue investment and financial objectives in a way that is effective, informed, and collaborative. This extensive experience, along with our commitment to providing educational resources, has resulted in long-standing partnerships with Aboriginal communities across Canada.

Global Expertise

Bringing the world to Canadian institutional portfolios

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Investment Insights

Explore our commitment to innovation, education and thought leadership

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A Tradition of Excellence

Founded in 1964, PH&N has become one of Canada's most established institutional asset managers

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Consultants

Working together to benefit our mutual clients

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