Phillips, Hagar and North, an investment company founded in Vancouver in 1964, now the Canadian institutional asset management division of RBC have been managing investments for the Diocese of New Westminster since 1991 in a Consolidated Trust Fund (CTF).

Every year, Institutional Portfolio Managers give a presentation to the diocese. The Treasurer and Director inance organize the event on behalf of the diocese and treasurers,  wardens, clergy of the parishes of the diocese are invited to attend. The presentation is open to all members of the diocese.

In 2021 and 2022 for the years 2020 and 2021 the information session has been held via Zoom online which has produced nearly triple the in-person attendance of previous years.

This presentation is not an official report, it is for information only. The bulk of the report is a guided look-through of the document attached below beginning with a performance study of the diocesan investments as of January 26, 2022.

Parish funds and diocesan funds are held in the Consolidated Trust Fund.

If you have questions please contact and the recipient of the email will direct your inquiry.