Pension FundRIA · CRD 167149SEC-Registered

Updated:

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

Diversified

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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