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Cedar Wealth Management
Cedar Wealth Management operates the Saskatchewan Municipal Employees’ Pension Plan established in 1973. The plan provides retirement benefits to municipal...
Cedar Wealth Management
Cedar Wealth Management operates the Saskatchewan Municipal Employees’ Pension Plan established in 1973. The plan provides retirement benefits to municipal workers in Saskatchewan. The plan allocates across public equities, real estate ETFs and private holdings. Confirmed positions include VTI, SCHD, XLG, AAPL and POET Technologies Inc. in Canada and the United States. It also holds ProShares Bitcoin ETF and iShares Ethereum Trust ETF. Assets total $2.65B. The firm uses Charles Schwab and Fidelity as custodians. Vittorio Fratta serves as managing member. The plan functions as a public pension vehicle with direct holdings rather than external fund commitments.
General information
Firm type
Pension Fund
Year founded
1973
Location
Region
North America
Country
Canada
City
Regina
Corporate office
110 - 1801 Hamilton Street, Regina, SK, Canada
Principals
Vittorio Fratta
Managing Member and Chief Compliance Officer
Neil Jubaili
Financial Advisor and CFP
Laurel Jones
Financial Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Cedar Wealth Management?
Vittorio Fratta serves as managing member and chief compliance officer. Neil Jubaili and Laurel Jones act as financial advisors.
What asset classes does the plan hold?
Holdings include broad equity ETFs, real estate ETFs, individual stocks and cryptocurrency ETFs.
Does Cedar Wealth Management make private investments?
Yes. It holds a minority position in POET Technologies Inc. through Cedar Wealth Management, LLC.
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