Institutional SERVICES

Foundations, Endowments and
Non-Profit Organizations

As one of Canada’s largest managers of foundations and endowments, we understand the unique investment challenges faced by charitable organizations. Our experience allows us to provide tailored investment solutions that support liquidity needs, compliance monitoring, and long-term capital preservation.

Capital Preservation & Long-Term Growth

Our diversified, quality-focused portfolios are designed to safeguard existing capital while fostering sustainable long-term growth.

Customized Portfolio Strategies

We develop tailored investment strategies that align with the mission and financial objectives of each organization.

Comprehensive Governance & Compliance Support

We offer robust reporting, compliance monitoring, and investment education to assist in ongoing policy reviews.

Why Choose NPW for Non-Profit Investment Management?

We provide foundations, endowments, and non-profits with investment strategies built for stability, growth, and mission alignment.

Our deep understanding of the non-profit sector enables us to develop investment strategies that align with fiduciary responsibilities and long-term financial goals.

Every organization has distinct priorities. We create customized portfolios designed to meet liquidity, income, and capital preservation objectives.

We prioritize open communication, providing regular reporting and strategic insights to help organizations make informed financial decisions.
We incorporate responsible investment principles, aligning portfolios with ethical and sustainable investment practices.

Empowering Non-Profits Through Financial Stewardship

At NPW, we are committed to helping non-profit organizations fulfill their missions by providing expert investment guidance and strategic financial solutions that drive long-term success.

Insights

Coronavirus pressure reveals true value of advisors

How coronavirus pressure reveals true value of advisors

Elie Nour of NPW, Ltd. shares how a disciplined investing approach bears fruit during times of crisis. Click here for the full article
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How to invest in a retirement fund and get tax savings?

As you prepare for your retirement, you need to consider that the federal and provincial governments will have to take their share of your retirement funds. You can still work around this with various retirement fund tax benefits.  8 Simple steps to help you magnify your retirement nest egg There ...
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Probate – What it is, what it costs, how to reduce fees

One of the things that you and your estate planning advisor will need to prepare for is the probate process and the high legal fees it involves. Probate is the legal process that begins after a person’s death. The will is reviewed to determine its validity and authenticity, and the ...

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