Values Oriented  Investment Solutions
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Celernus Values

Client Relationships

We care deeply about our clients and aim to exceed their expectations in all that we do. We provide the maximum amount of transparency and a communication process tailored to the individual desires of each client. The world today is increasingly busy and rapid technological advancement has created what seems like an endless barrage of information. We provide the tools for you to simply and quickly monitor your investments and feel secure knowing that your money is being expertly managed by a team you can trust.

Cost Efficiency

Sound, professional investment management shouldn’t cost you an arm and a leg. At Celernus, we manage our expenses vigilantly in order to keep our client fees as low as possible. We don’t invest our capital in extravagant Bay Street office space or lavish expense accounts. Every dollar we spend is meant to help Celernus provide better investment results or an improved client experience.

Performance

Our clients desire performance. We aim to provide investors with positive absolute returns over time using empirical, research-driven investment processes that focus on consistent return profiles that are independent of conventional market indices. Fees for all our accounts and funds are directly tied to investment performance. In short, we get paid to perform. Our clients’ success is our success!

Partnership

Our culture is one of partnership: partnership with our employees, our suppliers, and our clients. Every single person who works at Celernus is a shareholder in the firm. As shareholders, each partner has a keen interest in providing our clients the highest degree of service. Celernus has tremendously strong service partners. Companies like National Bank Independent Network, CIBC World Markets, BDO Canada LLP and Convexus Managed Services provide us best in class audit, back office, custody, and trading services so that we can concentrate providing superior investment performance. Our clients are our most important partners. We appreciate the faith and trust you place in us. Our fee structure clearly aligns our interests and we constantly strive to exceed your expectations.

Social Responsibility

Celernus was formed with the vision to be more than just another Bay Street investment management firm. Each year ten percent of our after tax profit  is utilized to help fund charitable initiatives in our communities. Our primary focus is on charities that have a mandate either to assist children in need or to help people lift themselves up from poverty through education and training.
Click here to view our Charitable Program