Canoe Financial

Office address: 421 7th Avenue SW, Suite 2750, Calgary, Alberta T2P 4K9
Website: www.canoefinancial.com
Year established: 2008
Company type: mutual funds, closed-end funds, investment management, and active investment management provider
Employees: 1,400
Expertise: finance
Parent company: N.A.
CEO and key people: Darcy Hulston, President and CEO
Financing status: corporation

Canoe Financial is a leading independent investment management firm in Canada. The company offers a wide range of investment products and services, including mutual funds, closed-end funds, and alternative investments. Canoe Financial has a strong track record of performance, and its investment products are designed to meet the needs of a variety of investors.

History of Canoe Financial

Canoe Financial was established in 2008 by Darcy Hulston and a group of experienced investment professionals. The company was created with the goal of providing Canadians with access to high-quality investment products and services. Today, it manages over $13 billion in assets and handles the Canoe EIT Income Fund, one of Canada’s largest closed-end investment funds.

Products and Services of Canoe Financial

Canoe Financial offers a wide range of investment products and services, including:

  • mutual funds
  • closed-end funds
  • alternative investments
  • portfolio management services
  • retirement planning services
  • financial education resources

Culture at Canoe Financial

Canoe Financial is committed to providing its clients with the best possible service. Their work ethic and company culture can be summed up in three words:

  • active: they work hard to get successful results and outcomes for their clients
     
  • independent: they are employee-owned; their interests are aligned with that of their clients
     
  • focused: they only pursue investment solutions that give their clients a winning edge

Canoe Financial is also civic-minded – it was a major supporter of the 2022 Shaw Charity Classic, which stood to benefit over 230 children in Alberta.

About Canoe Financial President and CEO Darcy Hulston

Darcy Hulston is a seasoned investment professional with over 30 years of experience in the financial services industry. He is a strong advocate for Canadian investors, and he is committed to providing them with the resources they need to achieve their financial goals.

Darcy is also deeply involved in charity work. He is an active volunteer of the Canadian Cancer Society and has earned a lifetime volunteer achievement award for his contributions.

Darcy Hulston is part of Wealth Professional’s Hot List 2019 and Hot List 2020.

Future at Canoe Financial

Canoe Financial is a growing company with a bright future. The company is committed to providing its clients with the best possible service, and it is constantly innovating to meet the investment industry’s changing needs. Canoe Financial is well-positioned to continue to grow and succeed in the years to come.

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