Indigenous Communities

Your Trusted Partner

Empowering you to make the best decisions for your community

The needs of Indigenous communities are unique. When it comes to making investment decisions that not only meet cultural and traditional values of the community, but also the financial goals, our team can help.

For over 15 years, Beutel Goodman has been a trusted partner of Indigenous communities. We have worked directly with many First Nation’s trustees to help communities better understand the investing principles that achieve the financial objectives of their trust portfolio. Our team recognizes that different communities can have different needs and understands the importance of not only servicing the needs of today, but also preparing for generations to come.


Bird on black background

We believe in empowering Indigenous Canadians within their communities, and we proudly support a number of organizations which support this goal.

  • As founding members of the National Aboriginal Trust Officers Association (NATOA), we have contributed to Indigenous investment and trust management workshops as speakers and sponsors for many years.
  • We are corporate members of the Aboriginal Financial Officers Association of Canada (AFOA).
  • We have a long-standing relationship with the Native Canadian Centre of Toronto and we have participated in Indigenous cultural awareness seminars as well as many First Nations ceremonies.
  • We are also proud co‐sponsors of an Aboriginal scholarship awarded each year to support Aboriginal students studying at the University of Toronto in the Faculty of Social Work.

Helping Indigenous communities manage their wealth to care for the needs of today, and seven generations forward.
  • Partnering with Indigenous communities for over 15 years
  • Managing nearly $1 billion on behalf of Indigenous clients
  • Proud supporters of Indigenous organizations and education

We proudly support Indigenous programming

NATOA AFOA

Our Beutel Goodman Indigenous Services Team is responsible for servicing the needs of the firm’s Indigenous clients. To chat with one of our team members about your investment needs contact IndigenousCommunities@BeutelGoodman.com.


Steven Smith
Steven Smith, CFA

Vice President, Private Client Group

Jeff Young
Jeff Young, MBA, CFA

Managing Director, Private Client Group

Simon Phillips
Simon Phillips, CIM

Associate Portfolio Manager

Nancy Chew
Nancy Chew

Vice President, Client Service & Business Development

Craig Auwaerter
Craig Auwaerter, MBA, CFA

Vice President, Client Service & Business Development

 
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