Greystone was founded in 1988. Headquartered in Regina, with additional offices in Toronto and Winnipeg, we are a privately owned firm, controlled by our employees.
We serve institutional clients across Canada and, through third-party distribution arrangements, private wealth clients. We offer a full range of investment services, with in-house teams covering fixed income, Canadian equities, US equities, international equities real estate and mortgages.
Our expertise is available through both segregated and pooled fund accounts.
Clients have responded to our investment philosophy and service orientation by making us one of Canada’s 10 largest money managers.
Our $33.0 billion of assets under management at December 31, 2012 includes:
- Large pension funds and small business
- Charities and corporations
- Trusts, insurance companies and workers’ compensation programs
- Private foundations
- Universities, trade unions and religious orders
Summary of our business
|Asset classes||%||Client type||% assets|
|Cash & equivalents||2.8%||Pension||62.6%|
|Canadian equities||22.3%||Foundation & trust||7.6%|
|Canadian Income & Growth||4.6%||Private wealth||0.1%|
|Canadian small cap||0.8%||Total||100.0%|
|Non-North American equities||4.3%|
Our growth in assets under management over the last eight years ($ millions)
Figures may be subject to rounding.