Testimonials
Proteus capital accumulation plan clients range from small single location employers to national programs with thousands of employees at dozens of locations. Our defined benefit and investment consulting clients have investment accounts that range from a few million to hundreds of millions. All of our clients share a common desire to have the best plan possible for their employees and a common need to have expert help to manage the demands of being a plan sponsor.
With over 75 clients in many diverse industries and 4 billion in assets under stewardship combined with over 100 years of industry experience our clients are assured we have the experience and resources needed to meet their program needs.
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Royal Ontario Museum
"When the Royal Ontario Museum decided to engage a pension investment advisor, our Pension Committee underwent a rigorous evaluation process and ultimately selected Proteus. The firm’s unique approach and their ability to communicate complex pension and investment issues fit well with our Committee’s culture.
Proteus has conducted an asset mix study, revised our Investment Policy, assisted in selecting and transitioning to new investment managers and conducted a review of the actuarial marketplace. The quality of their material is first class and the value they have offered the Royal Ontario Museum has been significant. We would highly recommend Proteus."
Pension Committee Chair, Royal Ontario Museum
Canadian YMCA Retirement Fund
"Proteus has proven to be the 'glue' that lets us function effectively. They have managed our governance process, and have done a first class job."
Canadian YMCA Retirement Fund Chair, Board of Trustees
Royal Ontario Museum
"When the Royal Ontario Museum decided to engage a pension investment advisor, our Pension Committee underwent a rigorous evaluation process and ultimately selected Proteus. The firm’s unique approach and their ability to communicate complex pension and investment issues fit well with our Committee’s culture.
Proteus has conducted an asset mix study, revised our Investment Policy, assisted in selecting and transitioning to new investment managers and conducted a review of the actuarial marketplace. The quality of their material is first class and the value they have offered the Royal Ontario Museum has been significant. We would highly recommend Proteus."
Pension Committee Chair, Royal Ontario Museum
Husky Injection Molding Systems Ltd.
"Many of our retiring plan members have taken advantage of Proteus' one-on-one retirement planning consultation. Having a trusted knowledgeable resource available to our retiring members just makes Proteus' service that much more valuable."
Human Resources Manager, Husky Injection Molding
Oxford Properties Group
"Proteus' quality of work and price are unsurpassed in the industry. We would not hesitate to highly recommend Proteus to anyone looking for pension consulting services."
Senior VP, Oxford Properties Group
The Bishop Strachan School
"Proteus has provided a formal governance structure and established ongoing monitoring and communication processes to ensure compliance with the CAP Guidelines. They are proactive in communicating CAP Guideline responsibilities and provide high quality advice to ensure the Plan meets the needs of our Members.
Proteus has reduced the Committee’s administrative burden and offers an excellent level of service."
Assistant Head, Human Resources & Professional Growth, The Bishop Strachan School
IMAX Corporation
"Proteus has definitely helped our pension committee focus on key strategic elements for the management of fiduciary responsibility for our plans – we are very confident with the level of governance and monitoring in place with their assistance. Proteus has also helped optimize the program for our employees through investment management assistance and supplier fee management. We would strongly recommend Proteus to other retirement program committees."
Director Human Resources, IMAX Corporation
Canadian Council of Christian Charities
"Proteus has helped us tremendously in establishing governance compliance processes for our pension plan board of trustees. Their knowledge of industry standards and best practices has been excellent."
Vice President, Member Service, Canadian Council of Christian Charities
