Clients First  - Canoe on River

Clients First

Understanding Client Needs and Providing Guidance

AIMCo’s clients play a profound role in ensuring the province we live in is a place we are proud to call home. Through their efforts, all Albertans benefit from a high quality of service and standard of living. The assets we manage on their behalf contribute to infrastructure development, academic scholarships and support the retirement needs of thousands of public sector workers.

AIMCo has the unique privilege to serve the needs of our 31 Alberta-based clients. We work closely with each of them to understand their specific needs and to support them in delivering superior value to their stakeholders.

Clients First is our commitment that every individual within the organization understands their role in supporting our clients’ success, and every element of our operation is aligned to ensure we meet their goals.

Our clients are our highest priority and their experience with our organization is paramount in our ability to work closely together.

AIMCo clients represent all Albertans:

  • In 2015 our pension fund clients made nearly $1.3 billion in pension payments to meet the retirement needs of over 330,000 active and retired public sector employees.
  • The Alberta Heritage Savings Trust Fund is Alberta’s main long-term savings fund, originally established to collect a portion of Alberta’s non-renewable resource revenue for future generations. It is the largest endowment system of its kind in Canada.
  • The government funds we manage are used for Albertans’ priorities such as health care, education, infrastructure and social programs.

AIMCo provides investment management, performance measurement, administration, compliance and proprietary market research to meet our clients’ needs. As a multi-client manager, we instill a strong client service focus across the organization so that all departments understand clients’ objectives, our investment teams can develop strategies to address them and our client relations team can communicate to clients on how we are meeting their requirements.

Our clients represent all Albertans and are meaningful contributors to our society. We are proud to support them in meeting their mandates.

Client Relations

AIMCo’s Client Relations team is our direct interface with AIMCo’s 31 clients. At their request, the team collaborates with our clients to develop their long-term investment policy, strategic asset allocation, and performance benchmark selection. The Client Relations team provides reporting to clients on a quarterly basis in conjunction with quarterly meetings. Client Relations also has the lead in providing education to our clients on a range of topics and for sharing perspectives on market events as they happen.

The team works closely with all of the investment departments to ensure that our clients’ investments are in compliance with each client’s Statement of Investment Policy and Guidelines. The team is also well-positioned to work with clients to gain their understanding when AIMCo is introducing a new investment strategy.

The commitment to our clients is core across the organization, but is embodied through our Client Relations team. Together, the team serves as both the client’s advocate within AIMCo as well as an advisor, understanding their needs and providing guidance.

Client Relations Team

Donald Olson

Donald Olson

Director, Client Relations

Doug Cronk

Doug Cronk

Director, Client Relations

Kelly Featherstone

Kelly Featherstone

Director, Client Relations

Ahmed Kassongo

Ahmed Kassongo

Director, Client Analytics & Reporting

Yu Ding

Yu Ding

Senior Analyst, Client Analytics & Reporting

Jennifer Schweers

Jennifer Schweers

Senior Reporting Specialist, Client Analytics & Reporting

Peter Cherewyk

Peter Cherewyk

Analyst, Client Analytics & Reporting

Desmier Madyara

Desmier Madyara

Analyst, Client Analytics & Reporting

Brittany Jones

Brittany Jones

Analyst, Client Analytics & Reporting

Parveen Grewal

Parveen Grewal

Analyst, Client Analytics & Reporting

Derrick Greenlee

Derrick Greenlee

Executive Assistant, Client Relations

Chair & CEO Message

From Mac H. Van Wielingen and Kevin Uebelein


Read More