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We are an independent global asset management firm built by investors, for investors. We excel by focusing on truly active management of differentiated investment strategies. With a 35-year heritage, we invest our clients` capital using active strategies across discretionary, systematic and specialist solutions. As our industry evolves, we develop new products with global appeal and attractive returns to access new pools of client assets and to adapt to our clients` changing needs. Collectively we manage CHF 158.7 billion in assets for institutions, financial advisers and private investors. Our investment professionals, who on average have more than 14 years of industry experience, manage CHF 84.4 billion in client assets. In addition to investment management, we also offer private labelling solutions, such as management company and other support services, to third parties – a business that has grown to CHF 74.3 billion in assets over the past two decades. With more than 900 people in 13 countries, we are a truly global firm in scale and resources, yet small enough to remain nimble and flexible to meet clients` needs. By focusing on superior investment returns, a differentiated product offering, global distribution strength and operating efficiency we seek to deliver sustainable growth for all stakeholders.
Manulife Securities - Wayne Rothe is a Spruce Grove, AB-based company in the Financial Services sector.
Freedom 55 Financial - Steven Bakouris is a Regina, SK-based company in the Financial Services sector.
If you`re a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the independent B/D–RIA whose vision is in sync with yours. Whether you operate as a Registered Representative, Registered Investment Advisor, Investment Advisor Representative, or Hybrid advisor, you can take full advantage of a community that exists solely to help you serve your clients and support your business at every stage of its evolution. Let us tell you about a technology platform that integrates every aspect of your clients` financial lives into a single holistic view. An infrastructure that offers the advisory services, research, and other resources you need to deliver what`s best for clients. And direct access to the support you need at every level, including from our managing partners. There`s so much more to the Commonwealth story. We`d welcome the opportunity to share it with you—and to hear the story of your practice to learn whether we might be the partner who can help keep you moving client-forward™.
Investment Planning Counsel Woodstock is a Woodstock, ON-based company in the Financial Services sector.