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NEI Investments

Address

151 Yonge Street
Suite 1200
Toronto, Ontario M5C 2W7
(1-888) 809-3333

www.neiinvestments.com

Principal Contacts

Paul Saunders
Marketing
Tel: (416) 933 - 6264
psaunders@neiinvestments.com

Grant Patterson
Vice President - Compliance
Tel: (416) 933 - 6278
gpatterson@neiinvestments.com

Client Minimums

Private: $0
Institutional: $0

Types of Accounts Managed

  • Private Individual / Investor

Provinces of Business

  • Ontario*

* indicates a physical location in this province

Corporate Profile

NEI Investments (NEI) is a mutual fund company that makes excellent, independent portfolio managers accessible to Canadian retail investors through two award-winning fund families: Northwest Funds and Ethical Funds. With true active management and a relentless, disciplined focus on risk management, NEI strives to deliver strong returns and peace of mind to investors as they work toward their financial goals and a secure future.

In addition to offering smart investment choices through some of the elite portfolio managers in the industry, we take special pride in our commitment to providing the highest level of service, expertise and support to investors and to the financial advisors who serve them.

NEI is also home to Canada’s largest team of in-house socially responsible investing specialists who, as our ESG Services Team, provide environmental, social and governance (ESG) analysis to portfolio managers of socially responsible investments, including NEI’s own Ethical Funds.

Ownership

NEI is a fully Canadian company, owned 50% by Desjardins Group and 50% by the Provincial Credit Union Centrals. This backing of experience and support provides NEI with stability and the resources to actively pursue business growth through credit unions and independent financial advisors across Canada.

This strategic partnership has created a national investment firm that today manages over $6 billion in investor assets.

Investment Solutions

NEI engages some of the elite, most forward-looking investment managers in the industry today. These managers are chosen through a rigorous selection process and managed through ongoing monitoring. Every investment product offered by NEI is committed to producing outstanding long-term performance and high-end risk management.