Our Heritage

A Record to Maintain. A Reputation to Uphold.

Nearly a century ago, former Prime Minister of Canada, Arthur Meighen, helped create what is today North America's second oldest closed-end fund. Through the decades, Morgan Meighen & Associates has expanded its product offerings, and has grown to amass an enviable team of experienced investment professionals uniquely qualified to grow its clients' wealth.

1928

The Right Honourable Arthur Meighen co-founds Third Canadian General Investment Trust Limited.

1930

Canadian General Investments, Limited is created.

1955

E. Louise Morgan, Alexander E. Barron and Maxwell C.G. Meighen - Arthur's son - found Maxwell Meighen & Associates (MMA) as an independent investment manager with responsibility for the closed-end funds' assets.

1962

Canadian General Investments and Third Canadian General Investment Trust are listed on the Toronto Stock Exchange (TSX).

1987

Michael A. Smedley joins MMA.

1994

Canadian World Fund Limited is created and listed on the TSX. 

1995

Canadian General Investments is listed on the London Stock Exchange.

1998

MMA acquires Hughes, King and Company Limited and assumes management of private client portfolios. 

1999

The Morgan Meighen Income Pooled Fund is launched.

2000

Firm changes name to Morgan Meighen & Associates Limited. 

2004

The Morgan Meighen Growth Pooled Fund is launched. 

2007

The Morgan Meighen Global and Balanced Pooled Funds are launched. 

2009

Morgan Meighen & Associates moves into its iconic offices at No. 10 Toronto Street. 

2010

The Morgan Meighen Special Situations Pooled Fund rounds out the Firm’s roster of funds. 

2011

Privatization of Third Canadian General Investment Trust Limited is completed. 

2018

Privatization of Canadian World Fund Limited is completed.

Today

Morgan Meighen & Associates has over $2 billion in assets under management for private clients, institutional clients, and closed-end fund investors.