A PROVEN STRATEGY
We offer a single investment mandate: a globally balanced portfolio of stocks, bonds and alternative investments (e.g., commodities). In our experience, only a well-diversified portfolio of high-quality equity and fixed-income investments can provide both long-term growth and income with well-managed risk.
A CLIENT – FOCUSED FIRM
The success of our firm is inextricably linked to our ability to deliver for clients. Since 2000, we’ve worked closely with clients to create custom portfolios that grow and preserve wealth for generations.
A CLIENT-FOCUSED FIRM
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.