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Our research cuts through the noise and focuses on what is most important to identify successful investments.
We partner with you to build lasting relationships founded on trust, deep understanding, and clear, reliable guidance.
We provide personalized counsel and aim to deliver strong risk-adjusted returns to help you achieve peace of mind.
LetkoBrosseau’s independent research is the key driver to achieving long term investment success for our clients.
Years average tenure at LetkoBrosseau
Languages spoken
Members born in emerging markets
holders of the CFA® certification
MBAs
We support you and your family in optimizing your situation and achieving your goals.
At LetkoBrosseau, our mission is to add value and help our clients achieve peace of mind. We try to deliver the specific outcomes for your unique financial goals.
Is my portfolio well-invested?
How much can I spend without diminishing my wealth?
Is my portfolio’s taxation optimized?
Will I be able to maintain my current lifestyle when I retire?
Explore our flagship strategies with the guidance of an experienced Investment Counselor, who will help you build a personalized investor profile and identify the approach best suited to your goals.
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All portfolios regardless of mandate, vehicle or type of client, are managed by the same team of investment professionals according to the same investment philosophy.
POOLED FUND ACCOUNT MINIMUM
SEGREGATED ACCOUNT MINIMUM
For any enquiries concerning Private Wealth Investment, we’re here to help.
We do not offer performance-based fee arrangements. Our management fees are typically billed directly to the portfolio on a quarterly basis in advance, based on the market value of assets at the beginning of the quarter.
The client is responsible for both brokerage commissions and custodial fees. We typically execute trades in large blocks, which, in addition to our low turnover rates, keep aggregate brokerage commissions at low levels.
Other than our management fees, the brokers’ commissions and custodial fees, there are no other fees related to our services.
| Fee schedule | amount | fee |
|---|---|---|
| First | $300,000 | 1.00% |
| On next | $700,000 | 0.75% |
| On next | $2,000,000 | 0.50% |
| Remaining account balance | 0.25% |
Our Research Insights webinar is back featuring Stéphane Lebrun, Vice President – Investment Management, and Charmaine Uy, Senior…
Whether you’re curious about our approach or considering becoming a client, we’re here to help.