Investment Fund Manager/Portfolio Manager Services

Managing and distributing investment portfolios in Canada comes with a distinct set of regulatory and operational requirements. Belco holds registrations as both an Investment Fund Manager and Portfolio Manager in British Columbia and Ontario, and we put those registrations to work for clients who need a credible, experienced partner to support their Canadian operations. From family offices and domestic asset managers to international advisers launching Canadian vehicles, Belco tailors its IFM and PM services to fit your specific structure and objectives.

What You Get

• IFM and PM services for Canadian asset managers, businesses, individuals, and family offices managing portfolios comprised primarily of publicly traded securities

• Contractual IFM services for private equity and private debt managers whose vehicles require an arm's length IFM to satisfy investor or approval committee requirements

• Support for international advisers and dealers establishing a Canadian feeder fund or executing a one-off distribution into Canada

• A detailed operations and regulatory compliance program built around Canadian IFM and PM requirements

• Guidance for those looking to develop the proficiency and track record required to pursue their own portfolio manager registration

Our Approach

Belco has built its IFM and PM program around the principle that no two clients are alike. A private debt manager seeking contractual IFM oversight has different needs from an international adviser launching a Canadian feeder fund, and both differ from a family office looking to manage a discretionary portfolio. We take the time to understand your offering, your investor base, and your regulatory obligations before designing a program that fits. The result is a compliance and operations framework that best supports the growth of your business.

Already registered as an IFM, PM, or EMD? Belco's team brings decades of hands-on compliance and operations experience to support your existing registration. We deliver practical, regulator-ready solutions so your team stays focused on managing capital, not paperwork.