mission statement

Lincluden strives to be the investment manager of choice for endowments, corporations and individuals who are seeking long term peace of mind for the management of their investment portfolios from a team that ensures that clients' needs are met first.

We will earn our clients' confidence by consistently investing with prudence and integrity and through exhibiting conviction in value-based portfolio decisions. Communication will be thorough and responsive to clients' needs for meaningful and timely information.

We will conduct ourselves with the utmost integrity and respect in our relationships with clients, suppliers and each other.

Our success will be measured by our ability to exceed the expectations of our clients and to create a working environment that while professional, collegial, energetic and fun, most importantly fosters a collective responsibility for achieving this goal.