Taxes

• Tax Services

Investment

• Investment Management
  At the heart of our solutions is our front- and middle-office technology, Charles River Investment Management System, working effortlessly with our middle- and back-office services. With our open and interoperable model you can easily connect with different trading platforms or third-party services. Our vigorous data governance and operational control framework, combined with global cloud technology, provide you with the ability to leverage our expertise, scale and infrastructure. By providing you with integrated, high-quality data, we help you to make better-informed decisions and effectively manage operations with easily accessible, real-time information.
• Mutual Funds
  The annual State Street S&P Global Carbon Indicator dives deep into an increasingly important risk factor for all investors: Carbon. In partnership with S&P Trucost, powered by S&P Global Sustainable1, the market leader in measuring carbon emissions, we’ve created a unique tool that measures the degree large investors — like mutual funds, pensions and sovereign wealth funds — are decarbonizing their portfolios.
• Bonds
• Wealth Management
• Money Market Funds

Planning

• Asset Management
  With offices in Montreal, Toronto and Vancouver, we have been serving the needs of institutional investors in Canada since 1990. Our solutions cover all asset classes and include core servicing – custody, accounting, fund administration, performance measurement and reporting – along with investment operations outsourcing, asset management and global markets capabilities.