Responsibility for managing the Hazel McCallion Foundation’s investment portfolio is vested in the board of directors. The board works closely with external investment advisors to implement the asset management and investment strategy, establish performance benchmarks, and monitor and oversee the performance of the Foundation's investment portfolio.

The Foundation maintains a long-term investment focus that balances security of capital, income and growth with a moderate level of risk. The portfolio is diversified by specific security, investment management style, geography and type of investment. In its financial and legal matters, the Foundation is advised and assisted by the following firms:

Banking RBC Private Banking
33 City Centre Drive
Mississauga, ON
Canada L3B 2N5
Accountants and Auditors Withey Addison LLP
3105 Unity Drive, Suite 28
Mississauga, ON
Canada L5L 4L3  
Legal Counsel Pallett Vallo LLP,
77 City Centre Dr.,
West Tower, Suite 300,
Mississauga, Ont. L5B 1M5  
Investment Advisers RBC Dominion Securities
33 City Centre Drive
Mississauga, ON
Canada L3B 2N5

The income derived from the Foundation’s investment portfolio is used to provide grants to organizations that fit the Foundation’s grant profile.