Our Services
What We Do
Investment Approach
SEAMARK takes a prudent, long-term approach to managing client assets. We seek first to protect, then to grow the value of client assets. We do so through a team-based process that consistently applies clearly articulated investment principles focused on the fundamental merits of individual securities and overall portfolio risk management. We purchase equities in financially strong, well-managed companies and fixed income securities that emphasize safety of principal and reliability of income. Our experienced and client oriented investment professionals construct portfolios from these securities to meet each client's investment objectives.
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Investment Style & Principles
SEAMARK's investment principles focus first on preserving, then enhancing capital, through a long-term, team-based process. These principles — including quality criteria, safety of principal, and reliability of income — are applied and customized across a wide range of mandates.
Learn more →Separately Managed Accounts
A Separately Managed Account (SMA) gives investors a uniquely managed portfolio, governed by a personally tailored investment policy statement, with individual securities held in a secure custodial account. SMAs are well suited to tax-conscious investors and those with ESG considerations.
Learn more →Pooled Funds
SEAMARK's suite of six Pooled Funds — including Balanced, Canadian Bond, Canadian Equity, U.S. Equity, Low Volatility, and Total Equity — offers a broad range of high-quality investment options while offering the possibility to defer capital gains.
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