Why Proteus?

Mission Statement

Proteus Performance Management will be the premier innovator and provider of retirement plan governance to corporations and investment governance to foundations across Canada. We will maximize the value of our clients retirement income programs with our commitment to providing our clients with value, knowledge, and service.

Mission Statement

Proteus Performance Management will be the premier innovator and provider of retirement plan governance to corporations and investment governance to foundations across Canada. We will maximize the value of our clients retirement income programs with our commitment to providing our clients with value, knowledge, and service.

Values

Proteus is a client driven organization which takes a long term view of our relationships and partnerships with clients and suppliers.

Independence, individual initiative and innovation are encouraged amongst the members of Proteus in a participatory team environment. We recognize that our firm as a whole will grow and prosper if we support one another in delivering our value added services to our clients. All members of Proteus are equal members of the firm. We treat each other and our partnership relationships with respect, courtesy and openness.

Proteus is committed to responsiveness in meeting our clients' needs in an economically efficient manner. Technology is an important aspect of our ability to add value to our services and create efficiencies. We will constantly strive to improve our capabilities. We will constantly strive to improve our services and product for the benefit of the client and the beneficiaries of the retirement plan(s).

Balance between our firm and families is an important element for all members of Proteus. This balanced structure is also linked to our involvement in industry and community organizations. Our personal and firm's charitable activities are intended to contribute in a meaningful way to our communities.

A Unique Perspective

Proteus Performance Management is a premier provider of pension governance and cost efficiency to Canadian Pension and Investment Funds. We create an environment of participation and teamwork in a selection & review process which focuses on specific client needs. Proteus maintains itself free of conflicts of interest and in all cases acts in the best interests of the client.

Pension Consulting with a Difference

At Proteus, we work hard to learn about your organization, its people, and your specific needs. This allows us to create solutions tailored to meet those needs. We care as much about your employees' retirement program as you do. That's why we put so much effort into proper execution and ongoing support.

We recognize that it is essential to monitor total plan performance and supply ongoing information and education to the plan sponsor, the pension committee members, and to employees. Our objective is to maintain each plan in compliance, operating at maximum efficiency, and assist the plan sponsor in the education of plan members to enhance plan appreciation.

Proteus Provides Solutions

In today's business environment, Senior Management must focus every bit of attention on the core responsibilities of the business to remain competitive. You need a pension consulting firm you can count on that is on top of industry issues, services and best practices. They must offer good information and timely advice. You also need a firm that understands financial markets and can translate market information into language employees will understand. This will help plan members make good investment decisions. We do these things better than any other firm.

Differentiating Position

We have built relationships with all of the best providers of investment management and administration in Canada. These relationships extend beyond insurance companies, trust companies and banks and into all of the best investment counseling firms. Quality recordkeeping in the computer age is a given. Proteus differentiates itself on its breadth of expertise we can offer, and the quality of education and information we are able to bring to the pension committee and your employees.

Access to Resources

As part of the ongoing relationship with Proteus, your firm's retirement committee will have direct access to our professional resources. We make your Retirement Program our business by providing a broad range of assistance with the management and compliance of your plan(s), dealing with regulators, and reporting to the Board of Directors/Trustees.

What Does Proteus Mean?

From Greek mythology, Proteus was the son of Poseidon who was god of the sea and horses. Proteus was the herdsman of Poseidon's seals and could foretell the future. One such incident occurred in 29 BC where Proteus was able to prevent a recurring disaster that be-struck the son of Apollo. From this feature of foretelling the future and avoiding disaster comes the adjective “protean” with the general meaning of "versatile", "mutable", "capable of assuming many forms": "Protean" has the positive connotations of flexibility, versatility and adaptability.