Professional Standards and Governance

Avenue Investment Management claims compliance with the Global Investment Performance Standards (GIPS®). Avenue Investment Management has been verified and the Equity and Fixed Income Portfolio Composites have been examined by an independent Accounting Firm.

Registered as an adviser in the category of investment counsel and portfolio manager under applicable securities legislation in Ontario, Quebec, British Columbia and Alberta. Bonded and insured as required under applicable securities legislation, and under the policies and guidelines of the Canadian Securities Administrators and the Investment Counsel Association of Canada.

Voluntarily adopted the Code of Ethics and Standards of Professional Conduct of the CFA Institute. We maintain and abide by our own stringent internal compliance policies and procedures. Please contact Avenue Investment Management to receive a copy of our Equity and Fixed Income Portfolio Composites.