GLOBAL CAPITAL MARKET EXPERTS

We are global capital markets investment managers with decades of financial experience, specializing in globally balanced, diversified custom portfolios.
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A PROVEN STRATEGY

We offer a single investment mandate: a globally balanced portfolio of stocks, bonds and alternative investments (e.g., commodities). In our experience, only a well-diversified portfolio of high-quality equity and fixed-income investments can provide both long-term growth and income with well-managed risk.  Read More

A CLIENT – FOCUSED FIRM

The success of our firm is inextricably linked to our ability to deliver for clients. Since 2000, we’ve worked closely with clients to create custom portfolios that grow and preserve wealth for generations.  Read More

OUR TEAM

Terry Shaunessy

President and Portfolio Manager

James Garcelon

Portfolio Manager

Mark Kryzan

Vice President of Client Services

Katharine Eirich

Vice President of Administration

A CLIENT-FOCUSED FIRM

Established in Calgary in 2000, Shaunessy Investment Counsel (SIC) is a boutique investment management firm that specializes in globally balanced, diversified custom portfolios for clients with mandates over $5 million. We are experts in protecting and growing wealth and investment assets over the long term.

We use our extensive experience to create tailored portfolios, and we only manage segregated accounts (not pools). As an independent firm, our sole source of revenue is investment management fees, which means the success of our firm is inextricably linked to our ability to deliver for clients. Above all, we prize sound investment strategy, accountability and transparency.

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.

ADDRESS
Head office
615 – 15 Ave S.W. Suite 102 Calgary, T2R 0R4

CALGARY OFFICE
403.802.3108
info@shaunessy.com

TORONTO OFFICE
416.238.7182
info@shaunessy.com