Our Disciplined Leadership ApproachTM allows us to objectively manage client portfolios through all market conditions.
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Barometer provides discretionary wealth management services to over 400 Canadian high-net-worth families across Canada and the United States.
Our Expertise and Experience
At Barometer, we manage four strategic investment mandates that are tactically-driven to guide our investment principles and processes.
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ESG Investment Principles
At Barometer, we stand firm in our belief that an effective, sustainable global economy is essential to the creation of long-term value.
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Get to Know the Barometer Team
30 Years Investing Experience, 1.5 Billion in Assets Under Management, 400 High-Net-Worth Families
Client-Centric, Focused on Individual Investors
We do what’s right for our investors and we’re transparent about everything we do. Our Private Client Team works with you to ensure that your portfolio remains in line with your financial planning goals. Our clients have direct access to the Investment Team, their thoughts, and up-to-date commentary on what is relevant in the markets and their portfolios.
Our services are provided in three formats to best fit individual needs and objectives. Our Relationship Managers will work with you to find the best mix for your situation:
Separately Managed Accounts
Barometer partners with select investment advisors across the country, bringing them a unique investment solution through our suite of private pools and prospectus fund offerings.
Barometer provides pension plans, corporations, government agencies, First Nations, foundations and other not-for-profit organizations with investment solutions to meet their unique investment challenges.
Learn More About our Institutional Investors