Established in Calgary in 2000, Shaunessy Investment Counsel (SIC) is a boutique investment management firm that specializes in globally balanced, diversified custom portfolios for clients with mandates over $5 million. We are experts in protecting and growing wealth and investment assets over the long term.

We use our extensive experience to create tailored portfolios, and we only manage segregated accounts (not pools). As an independent firm, our sole source of revenue is investment management fees, which means the success of our firm is inextricably linked to our ability to deliver for clients. Above all, we prize sound investment strategy, accountability and transparency.

SIC is a fiduciary regulated directly by the Securities Commissions in Alberta, Ontario, British Columbia and Yukon.

SIC is 100% employee owned for complete alignment of interests with its clients.