Trusted Back Office Partners
Ensuring secure, transparent, and efficient operations through our partnerships with leading financial institutions
Precision and Partnership at Maple Leaf Funds
Our back-office organization supports every aspect of fund administration — from processing investor transactions to ensuring reporting accuracy. We proudly partner with reputable financial and accounting firms to maintain the highest standards of trust and transparency.
Investment Fund Manager
CADO Investment Fund Management Inc.
CADO Investment Fund Management Inc. ("CIFM") is responsible for managing the overall business and operations of the Maple Leaf Corporate Funds Ltd.
Portfolio Manager
Palette Investment Management Inc.
Palette Investment Management Inc. is responsible for managing the investment portfolio of the Funds. Andrew Cook is the President of Palette Investment Management Inc.
Custodian
RBC Investor & Treasury Services (RBC I&TS)
The custodian is responsible for the safekeeping of the assets of the Funds. It may retain the services of sub-custodians to hold investments of the Funds.
Record Keeper (Back Office)
Investment Administration Solution Inc. (IAS)
The registrar and transfer agent keeps track of the owners of each of the Fund’s shares, processes purchase and redemption orders, and issues investor account statements, trade confirmations and annual tax reporting information
Auditor
KPMG International Limited
The auditor audits the annual financial statements of the Funds. Under applicable securities laws, the auditor of the Funds may be changed without the approval of shareholders provided that the change is approved by the IRC (as defined below) and we provide you, with at least 60 days notice of the proposed change.
Independent Review Committee
Cado Investment Fund Management Inc.
In accordance with National Instrument 81-107, CADO Investment Fund Management Inc. (“CIFM”) has established an Independent Review Committee (“IRC”) for the Maple Leaf Funds. The IRC, consisting of three independent members, reviews and approves all conflict-of-interest matters related to the Funds.
Maple Leaf Fund’s Business Development Team has set forth a set of core objectives to provide investors and investment advisors with professional, timely, and knowledgeable service, support, and education across Canada. The team is committed to delivering high-quality services and support, focusing on meeting clients’ needs. To ensure this, the team employs a range of strategies to stay informed of the latest industry developments and use its extensive knowledge and expertise to offer guidance and support to clients. By providing a comprehensive range of services, Maple Leaf’s business development team strives to provide a superior customer experience and promote the development of solid and long-lasting partnerships with its clients.
The Business Development Team is led by Shane Doyle, President, CEO & Director of Maple Leaf Short Duration, with key offices throughout Canada.