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About Us

Our Advisors understand the importance of maintaining a long lasting business relationships with clients to deliver specific investment solutions for a long success.
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Robert Cultraro
CEO

About Robert Cultraro

Robert has over thirty years of extensive experience in the investment industry, which includes working collaboratively with Boards and Committees, investment research and analysis, investment advising and managing investment portfolios.
Robert was the Chief Investment and Pension Officer at Hydro One Inc. from January 2005 until his retirement in June 2024. Robert’s expertise is in strategic decision-making, strategic and dynamic asset mix management, selection and monitoring of investments, governance, and risk management.
Robert holds many relevant industry credentials including the Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Investment Manager, and the Institute of Corporate Directors designations.
Robert is professionally affiliated with the CFA Institute, the CFA Society Toronto, the Chartered Alternative Investment Analyst Association, and is a Fellow of the Canadian Securities Institute.
Robert is a current member of the Investment Advisory Committee for the Nunavut Trust and Chair of the IRC for JP Morgan ETF Canada. He is the past Chair of the Board of the CFA Society Toronto and past Board member of the Pension Investment Association of Canada and past Chair of its Investment Practices Committee. Robert is a past member of the Investment Advisory Committee of the Office of Public Guardian and Trustee.
01.
From CIO to Trusted Partner: Three Decades of Investment Excellence
Robert’s unique journey from managing institutional portfolios at a large institutional pension plan to advising and managing institutional assets, Robert has frontline experience with unparalleled insights and practical solutions.
02.
Where Experience Meets Expertise: Leadership That Understands Your Challenges
Robert’s rare combination of hands-on CIO experience, comprehensive industry credentials (CFA, CAIA, CIM, ICD), and active leadership roles that provide clients with the expertise to navigate the complex decisions they face.
03.
Proven Leadership Shaping Investment Strategy Across Canada
Robert’s influential role in Canadian investment management, from chairing the CFA Society Toronto to serving on multiple investment committees, positioning him as a trusted voice who brings institutional best practices and industry-wide perspective to every engagement.
01.
From CIO to Trusted Partner:
Robert’s unique journey from managing institutional portfolios at a large institutional pension plan to advising and managing institutional assets, Robert has frontline experience with unparalleled insights and practical solutions.
02.
Where Experience Meets Expertise:
Robert’s rare combination of hands-on CIO experience, comprehensive industry credentials (CFA, CAIA, CIM, ICD), and active leadership roles that provide clients with the expertise to navigate the complex decisions they face.
03.
Proven Leadership Shaping Investment Strategy
Robert’s influential role in Canadian investment management, from chairing the CFA Society Toronto to serving on multiple investment committees, positioning him as a trusted voice who brings institutional best practices and industry-wide perspective to every engagement.

We bring independent thinking to institutional investment decisions

You need a trusted partner who understands your challenges. We provide strategic advisory to pension plans, endowments, and institutional investors across Canada. Our focus is on practical solutions that improve returns, strengthen governance, and reduce risk.
CIO and Institutional Experience
1 Years
Institutional investment decision-making at the highest level across pension plans and institutional Investments.
Assets Managed as CIO
$ 1 B
Total assets managed directly as Chief Investment Officer.
Assets Currently Advised
$ 1 B+
Total assets under active advisory oversight across institutional pension plans and endowments.
When our customers succeed, so do we!!

Testimonials

We advise institutional investors on asset allocation, private markets, and governance. Our work is built on 30 years managing $10 billion as CIO and advising on $50 billion in institutional assets.

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    Our specialist team understands the importance of maintaining a lasting relationships with clients to deliver specific investment solutions.
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