Mawer Investment Management Ltd. 

Headquartered in Calgary, Alberta, Mawer has been managing portfolios for individual and institutional investors for more than three decades. The firm is one of Canada’s most experienced investment counsellors. Mawer is an independent, privately owned company and because investment management is their only business, they are able to focus on their primary objective: to preserve and create wealth for their clients.

The Firm employs a disciplined, research-driven process and long-term view in the management of portfolios. Value-added returns are achieved through prudent security selection and portfolio mix based on fundamental analysis of securities. While they benefit from the research of many investment companies around the world, they rely on their own independent in-house research and analysis.

Mawer prides itself on the continuity and consistency of the investment management team due to very low professional turnover. This is due to a clearly articulated investment philosophy, over three decades of independent ownership and a well-formulated succession plan. The investment management team offers investment expertise across all asset classes. Strong relative returns are achieved through a team process which blends the unique expertise and style of all investment specialists. Portfolios are managed according to the unique investment objectives and risk tolerances of their clients.

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Portfolio Managers and Investment Professionals

 
 

Greg Peterson

Director & Senior Portfolio Manager

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Greg is the manager of the Mawer Canadian Balanced Retirement Savings Fund and the Mawer Canadian Balanced Pooled Fund. He also leads the asset allocation team for the Firm.