Since 1999

Practice Areas

Retained Search

Our firm's core business: We discover talent & build dream teams for Canada's best of class investment/asset managers. Each mandate is examined on a stand alone basis for time, complexity and ultimate strategic objective. We are renowned for using an intellectual, holistic approach to the executive search process.

We execute Board, Leadership & Key Operational searches for Retail, Institutional & Private Wealth platforms across Canada.

With Asset Managers constantly striving for growth & differentiation in an ultra competitive market, our industry knowledge & versatility allows us to offer a full service suite of retained searches with investment firms of every size & asset class.

Investment Banking

Unique to the asset management industry, we design & execute advisory services to investment firms seeking growth or exit strategies.

We provide advisory & evaluation services for clients. They include buy & sell transactions with growth & exit strategies. These services are specific for both asset managers & advisors: Our intimate knowledge and experience working with asset managers allows us tremendous insight into the mechanics, economics & personal dynamics of asset managers & their principals.

Advisory Services

We build and design Human Resource services. From compensation structures, needs analysis, market & data intelligence, job surveys to organizational structure, design and job evaluation, we have set the standard for establishing human resource infrastructures for Canada's leading edge & start up investment managers.

Investor Referral

Toren & Associates provides a free referral based service for investors looking for appropriate money managers to manage their portfolios. We accept no fees from the investment manager or investor. As such, this service is free from conflict or bias. As an independent advisory firm to asset managers, we hold a unique perennial view of their operations from both a supplier, investor & employee perspective. Since we receive no referral fees from any party, this ensures the investor of the integrity of the referral without endorsement or liability.