About us Shaunessy Investment Counsel (SIC) was established in 2000 as a boutique investment management firm specializing in globally balanced, diversified custom portfolios for ultra high net-worth and institutional clients. While we continue to service a select group of clients directly ($5 million minimum), our proven, institutional, global investment strategy (SIC Global Multi-Asset Portfolio) is now broadly available through our partners Wealthsimple and Echelon Wealth Partners. Our SIC team are experts in protecting and growing wealth and investment assets over the long term. Using our extensive experience and knowledge, we create tailored portfolios and manage only segregated accounts – no pools. As an independent firm, our sole source of revenue is investment management fees, meaning our success is inextricably linked to our ability to deliver for clients. Above all, we prize sound investment strategy, accountability and transparency and take pride in the level of care and the results we deliver to our clients. SIC is a fiduciary regulated directly by the Securities Commissions in Alberta, Ontario, British Columbia and Yukon. SIC is 100% employee owned for complete alignment of interests with its clients.