Institutional
Our institutional division serves the diverse needs of charities, foundations, endowments, Indigenous communities, and family offices.
Our Approach
We are an independent investment manager with the resources, experience, and track record to build forward-thinking portfolios that go beyond the conventional 60% stocks, 40% bonds approach. With nearly 20 years of experience in asset management, we have been providing institutional investors with a more diversified pension-style approach that includes access to hard asset real estate, private debt, private equity, and infrastructure investments.
$2.6B
of institutional assets
$290M
in assets held with Dominion Wealth Private Giving Foundation
4th
largest donor advised fund among financial institutions*
Dollars are in Canadian. Stats as of Sep 30, 2025; *as at 2021 “Influence, Affluence and Opportunity: Donor-advised Funds in Canada, May 2023”
End-to-End Real Estate Services
Dominion Real Estate provides real estate investment advisory, asset management, and transaction management services to Canadian pension funds, foreign investors, private investors and both public and private sector companies to assist them in achieving their investment and corporate real estate objectives.
Independent Culture
We are privately owned with over 250 shareholders including executives, wealth advisors, and staff, meaning we can make decisions that invest in the success of our clients,employees, and community — not public shareholders.
We operate with a “share the pie” mindset; a belief that the more we have, the more we can share. This abundance mindset is a core value that that anchors everything we do, from employee profit-sharing to community partnerships.
Integrated in our communities
Giving back and having strong community partnerships is part of our cultural fabric. Through staff donations, corporate partnerships, and Dominion Wealth Private Giving Foundation accounts, we have helped disperse over $36 million into our communities in 2022.
Invest with us
Learn more about our asset management strategies and how they can help your organization achieve its financial goals.