Although Canterbury's consulting and research processes are consistent, we appreciate that our institutional clients have needs, objectives and concerns that are very different from those of our private clients. Canterbury understands the areas of greatest discrepancy are typically risk tolerance, investment time horizon, portfolio structure, liquidity needs, investment guidelines and tax sensitivity. We are able to adapt our approach to these very different client groups to meet each of their individual requirements and goals.

Over the years, Canterbury has embraced the differences between institutional and private investors and we have dedicated resources to address each client type. Whether you are a member of a finance committee or planning for your own retirement, Canterbury has the means and know-how to help you meet your goals.