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MS ARM Ltd. treats compliance as a core value. The concepts and spirit outlined in the Code of Ethics and Standards of Professional Conduct of the CFA Institute, which sets out specific standards of professional practice, have been adopted and we incorporate these standards in our underlying manager oversight.

Service Providers

In addition to outside service providers, MS ARM Ltd.’s internal controls are improved through the oversight and resources of its parent company, Morneau Shepell Ltd.  Examples of this include board oversight, general legal support, financial reporting and payment processing.

  • Legal: Fasken Martineau
  • Audit: KPMG
  • Administration & Custody: CIBC Mellon Trust Company and MUFG Investor Services


MS ARM Ltd. is incorporated under the laws of Ontario, Canada. MS ARM Ltd. is registered with securities regulators in many provinces in Canada as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer.

Board of Directors

Learn more about our board members.