Fiduciary Excellence

GMP Private Client is the first Canadian firm to successfully complete the independent CEFEX certification process. This certification acknowledges GMP Private Client as meeting or exceeding the highest standards for fiduciary excellence in serving its clients.

The CEFEX standard of excellence for Investment Managers is based on 24 fiduciary practices. When followed and successfully applied, these practices can decrease fiduciary risk for an investment manager. CEFEX defines fiduciary risk as the risk of breaching the investor's trust that an asset manager will meet an expected return on investment. The CEFEX Fiduciary Practices are based on guidelines proposed by industry organizations such as the CFA Institute, the European Fund Asset Management Association (EFAMA) and the World Risk Standards Working Group. CEFEX believes that fiduciary excellence contributes to improving performance by stabilizing investment returns and securing capital. While past performance cannot predict future returns, CEFEX believes an asset management firm's adherence to fiduciary practices, correlated with its track record, can anticipate future risk.

We at GMP Private Client are proud to be the first firm in Canada to achieve this distinguished designation. More information about the CEFEX Investment Manager designation can be found at www.cefex.org.

GMP Private Client's Fiduciary Certifications:
CEFEX Investment Manager Certificate
CEFEX Investment Manager Registration