We are proud entrepreneurs who have built and maintained an impeccable reputation in the Canadian fixed income markets.
We distinguish ourselves from our peers as privately-owned with many of our professionals as shareholders. Growing since our inception, we focus mainly on the fixed-income market and aim to further within this sphere of activity.
Our Team is built
Casgrain's success is attributed to the talent and professionalism of its entire team. Although specific individuals may be dedicated to each client, Casgrain's philosophy is team-based. The combined expertise of its professionals is the firm's driving force.
The atmosphere created by having one central office promotes an environment that encourages open communication and allows the team to present a well-rounded view, without regional barriers. From this office, Casgrain services its clients across Canada, and parts of the US through its wholly-owned subsidiary, Casgrain & Company (USA) Limited.
Casgrain has established an impeccable track record over the past 75 years in the Canadian capital markets, as demonstrated by the firm's longevity, inclusion in multiple underwriting syndicates and established relationships with institutional investors and Canadian issuers. The Casgrain team boasts a valuable, in-depth knowledge of the markets and the debt instruments that are part of its coverage universe. Our clients benefit from our expertise in an environment of shared information, allowing them to understand essential issues with specific securities better.
Casgrain is the only Canadian privately-owned investment dealer that is a Primary Dealer of the Bank of Canada and participates in all of the federal government's bond auctions. A "brand" name in Canada's fixed income landscape, Casgrain's market presence and strategic thinking have helped the firm establish long-term relationships with institutional investors and provincial, municipal, and corporate debt issuers.
Most firms in the Canadian fixed income market are vertically integrated. Unlike many bank-owned dealers, Casgrain is not part of a financial institution with many competing interests. As one of the few independent investment dealers, Casgrain is known for its objectivity, sense of ethics and the pertinence of its advice. By including Casgrain today as one of your partners, you have a solid alternative for bank-owned investment dealers.
Since its inception in 1947, Casgrain has consistently grown its business by offering innovative fixed-income products and services, enhancing institutional investor coverage, and participating in many debt underwriting syndicates. The ability to grow our business through challenging market cycles demonstrates our understanding of the Canadian bond market and highlights our role as the largest Canadian-owned independent fixed income investment dealer in Canada. With a focus on creating value for its clients, Casgrain prospers.
Over time, we have developed strong relationships with some of Canada's largest issuers and institutional investors, and we have cultivated a niche market with small, medium and large investors.
Casgrain can distribute issuers' bonds across Canada and the US, the latter through its wholly-owned subsidiary Casgrain & Company (USA) Limited, and to support bonds in the secondary market. This increased liquidity and transparency can help reduce an issuer's borrowing costs in future debt financings and ensure that institutional investors are satisfied.
At Casgrain, ethics represent much more than a legal or moral concern. It transposes into a conviction at the foundation of our philosophy and identity. Our integrity, reputation and high ethical standards reassure issuers and institutional investors that Casgrain's services are of the highest quality. Always in good standing order with the Investment Industry Regulatory Organization of Canada and all provincial regulators, we are proud to uphold a strong code of ethics that underpins the core of what we stand for.
in the Industry
The firm’s valuable, extensive experience in the fixed income industry has resulted in some of our professionals joining different committees: including those of the Investment Industry Regulatory Organization of Canada (IIROC) and the Investment Industry Association of Canada (IIAC).
Fixed Income Committee;
Financial Administrators Section; (Primary Member);
Financial Administrators Section; (Capital Formula Sub-Committee);
Compliance & Legal Section.