Mawer Investment Management
Pallavi Patel, CFA, CPA, CMA, currently serves as Manager of Fund Accounting at Mawer Investment Management since March 2022. Previous experience includes roles such as Manager at CIBC Mellon, where Pallavi conducted independent control assessments and developed regulatory control tests, and Supervisor of Fund Services at Mackenzie Investments, overseeing the migration of business processes. Pallavi also held the position of Senior Manager in Client Operations at State Street, managing cash and reconciliation teams for hedge funds, and started their career as a Trust Accounting Analyst at ADP. Educational credentials include a CFA from the CFA Institute, a CMA designation from CPA Canada, and a Bachelor of Commerce in Accounting from Ryerson University.
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Mawer Investment Management
Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing approximately $90.4 billion in assets for institutional and individual investors across all major investment strategies. We employ over 250 people in Canada, the U.S., and Singapore. For over 50 years, we have provided investment management for our clients using our “boring” investment approach. This approach has helped our clients safely and profitably navigate the investing landscape over many economic cycles. Our mission is to be our clients’ most trusted investment manager by delivering long-term investment excellence, building strong client partnerships, and making a commitment to do the right thing—always. We are dedicated to investing in our people and our communities. This commitment has earned us recognition as a top employer, including being named one of Canada’s Top 100 Employers (2025), Alberta Top Employers (2024), and Canada’s Top Small & Medium Employers (2024).