Setting the Standard in Structured Products

The Citadel Group of Funds traces its beginnings to 1997 in Calgary, Alberta with the establishment of the first Fund in what would eventually form a group of up to 13 Funds. Today, we are one of Canada's largest providers of income investment funds with approximately $3 billion under management.

Our commitment is to deliver value to unitholders by setting the standard in structured products. To live up to this responsibility, we seek to develop innovative Fund structures that fulfill our unitholders' needs for superior income and capital gains within predetermined risk tolerances while maintaining the highest standards of corporate governance. We also pride ourselves on responding promptly and accurately to unitholder questions and requests.

As an administrator and creator of Fund structures, we take an active, ongoing role in selecting professional managers to direct our portfolios. And further, we work actively and cooperatively with registered representatives who maintain direct, advisory relationships with unitholders.

As well, our Board has engaged the following professional organizations to play an active part in Fund administration, legal and auditing:

In these ways, the Citadel team goes far beyond our head office in Calgary and includes hundreds of professionals across Canada. For more information on our team and our approach, speak to your investment advisor or contact Citadel.

Citadel Managers | Board of Directors