Indigenous Services
Investor Contacts
To discuss your account activity please contact:
- Wayne Wilson, Vice President
- Jaclyn Pitushka, Vice President
Who We Are.
Morguard Lincluden Global Investments is a part of Morguard Corporation. Having acquired full ownership of the firm in 2024, Morguard Lincluden is now fully backed by Morguard. The firm was originally established as Lincluden Investment Management Limited in 1982. Morguard Lincluden has a 44-year history of providing high conviction, disciplined value investing to clients across Canada. Today we manage in excess of $4 billion dollars for pension plans, sub-advisory, First Nation Trusts and not-for-profits. Our boutique size offers clients a focused and very customized approach that we believe will produce the strongest results for our clients and enhance the success of our firm.
Indigenous Services
We have had the privilege of working with first nation clients since 2004. The majority of our First Nation clients are in our balanced income oriented solution which was designed to deliver consistent absolute returns with an attractive level of income to support community spending needs. Our conservative long-term investment approach also provides a strong level of capital protection to ensure plan assets are able to support future generations.
Lincluden is a founding and ongoing sponsor of NATOA (National Aboriginal Trust Officer Association). Lincluden is also a supporter of AFOA (Aboriginal Financial Officers Association). We have a long history of giving back to First Nations through education and capacity building as well as direct support for youth activities and health and community well being. We are a founding host of the Anishnawbe Health Toronto Friend Raiser and continue to get involved with this program whose mission is to improve the health and well-being of Aboriginal People.
How We Invest
As value investors we believe that financial markets are efficient in the long run but can be inefficient in the short and medium term. We identify securities that trade at a discount to our appraised intrinsic value. We invest with a long-term focus, perform our own research, and follow a strict price discipline when purchasing and selling securities. This approach tends to provide greater capital appreciation while protecting capital in down markets and offering consistent income to address community spending needs.
