Advice you can place your trust in

 
 

Institutional investors face a broad array of complex challenges – chief among them generating sufficient returns to meet their operating, spending, and liquidity requirements. Acting as an “outsourced CIO,” our experts at Ascendant Wealth Partners shoulder all investing responsibilities and execution on behalf of our clients, including portfolio construction, asset mix monitoring, benchmarking, governance, and risk management.

We are trusted stewards to a wide range of institutional and non-profit clients across Canada, with extensive experience serving family offices, foundations, endowments, and non-profit organizations with international ties. We have specialized expertise in catering to the particular and complex requirements of regulated insurance and financial companies, providing them with strategies for risk management, asset allocation, as well as liability and capital analysis.

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Discovery

Our high-touch investment approach starts by collaborating with your team, uncovering your organization’s circumstances, constraints, as well as current and future investment objectives.

Ascendant team's investment policy statement brochure and business cards.

Custom investment framework

We design an investing framework tailored to your organization, working alongside you to develop custom investment policy statements, ESG-related policies, a rebalancing approach, and risk management.

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Strategic and tactical asset allocation

We have access to investment opportunities in all major asset classes, economic sectors, and geographic regions, including public market strategies, private credit, direct lending, and other accessible alternative investments. Among these, we strategically determine your optimal portfolio components and allocations based on the Ascendant Wealth Partners Investment Committee’s global economic outlook. In addition, we deploy an active management approach that shifts the asset allocations in a portfolio to take advantage of macroeconomic conditions.

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Bespoke portfolio construction

Leveraging due diligence from RBC strategists, economists, and analysts – including the experts at the Global Manager Research Team – we select from an extensive universe of carefully screened asset managers (5,000+ firms worldwide) to construct your portfolio within a single unified account with consolidated reporting.

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Ongoing management

Well versed in the fiduciary duties involved in institutional-level investing, we provide objective, transparent, and in-depth reporting each quarter, which details your integrated asset mix among multiple asset types, overall portfolio performance, and benchmarking. In addition, clients receive detailed strategy information, manager updates, and relevant market commentaries.

Our promise

Relentless in our commitment to client service, we focus on meeting and exceeding your organization’s needs through proactive and unbiased strategic advice. Investing our personal capital alongside our clients’, we hold ourselves accountable for results and pride ourselves on communicating with transparency. You will know what is in your portfolio and why it is there, and we will keep you abreast of developments and our strategic responses to them.

What does financial success look like for you and your organization?

 
Let’s define your vision of success and lay out a plan to help you achieve it.
 
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