Many Aboriginal communities seek independent investment counsel to help them meet their specific and changing financial objectives. Established in 1967, Beutel Goodman has a well-earned reputation for helping investors successfully meet their investment goals. Beutel Goodman focuses on delivering solid, long-term growth to provide for future generations, while providing income to meet shorter term community spending requirements. Our disciplined value style has proven to be the correct approach for our clients over the past 40 years and is most appropriate for First Nations communities.

Plan for Today and Tomorrow

We understand that, as Community leaders and Trustees, you have an obligation to your First Nation to develop responsible long-term financial plans that meet the diverse requirements of your community. Beutel Goodman assists Aboriginal groups by employing a conservative approach to managing their financial resources, protecting and growing the assets of First Nations’ Trust portfolios over time. We specifically focus on:

Ø Safety of Capital – Protecting First Nation’s money is our first priority

Ø Income Generation – Meeting the First Nations’ annual spending requirements

Ø Growth of Capital – Making sure money is available for your children and future generations

Our Commitment to Aboriginal People

We have worked hard to create new relationships with many different Aboriginal groups and people. In an effort to support and learn more about Aboriginal culture and issues, we are committed to the following organizations:

Ø National Aboriginal Trust Officers Association (Partners)

Ø Council for the Advancement of Native Development Officers (Members)

Ø University of Toronto Aboriginal Scholarship (Co-Sponsors)

Ø Native Canadian Centre of Toronto (Members)

We have participated in Aboriginal Cultural Awareness seminars, as well as native ceremonies. We have attended, sponsored and spoken at many Aboriginal conferences and workshops. We are proud to currently manage the investments of 12 Aboriginal groups, including an Aboriginal foundation that we have supported in its efforts to network and raise funds.

Commitment to Your Community

We work with First Nations to help educate Chief and Council, Trustees and communities to better understand investing and financial management of the community’s Trust portfolio. We have delivered education seminars to First Nations and we would be delighted to provide seminars to your First Nation community as well.

As mentioned above, Beutel Goodman currently manages the assets of 12 Aboriginal groups across the country and we continue to develop our understanding of Native culture and issues. We are committed to building closer relationships within the Aboriginal community and we would consider it a privilege to partner with your First Nation.

We would be delighted to learn about your First Nation and to provide additional information about Beutel Goodman. Please contact:

Steven Smith, Vice President at 1-800-461-4551 or ssmith@beutelgoodman.com

Our Success is Dependent on Your Success

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