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
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.
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.
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.
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.
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.
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.
Bringing the world to Canadian institutional portfolios
Explore our commitment to innovation, education and thought leadership
Founded in 1964, PH&N has become one of Canada's most established institutional asset managers
Working together to benefit our mutual clients