An Industry Leading
Shareholder Engagement Firm

Trust Experience. Trust Shorecrest.

As the only owner operated shareholder engagement company in Canada, Shorecrest is the go-to team when it comes to successfully communicating with shareholders and driving your corporate mandate forward.

We offer an array of highly specialized shareholder engagement services, and have favourably navigated some of the most influential mandates for companies in Canada and across the globe. Our founders are recognized as experts equipped to work in a multitude of industries. Our successful track record is unparalleled and our client retention rate is high.

In short: Shorecrest gets the job done when it matters most to your company.

Our Services

With a uniquely customized approach and a highly experienced team, we’re committed to effectively moving your mandate forward using the most innovative tools, resources and strategies.

Contested Board Elections

Winning elections is never easy. Our engaging and customized campaign roadmaps drive the voter results you need, exactly when you need them.

Vote Campaigns

Campaigns are deeply involved and, regardless of the scale of the campaign, our strategies are proven drivers for a higher voter turnout.

Mergers and Acquisitions

The stakes are high and the pressure is strong. We communicate clearly and concisely for maximum shareholder engagement.

Disbursement Services

When it comes to holding funds in Escrow, you need to be able to trust your chosen third party to manage things correctly. That’s where we come in.

Transfer Agency

We understand shareholders, and are the only shareholder engagement firm in Canada to offer Transfer Agency Services to Private Companies.

Governance Advisory

We know that strategy and selection matter when it comes to shareholders and corporate governance.

Speaking Engagements

We break down the complex world of proxy voting, corporate governance, activism and shareholder identification for your audience.

Stuart B. Morrow, Partner – Corporate Finance, DLA Piper

I had the pleasure of working with Shorecrest Group in the successful defence of an activist shareholder campaign in 2016.  Their in-depth knowledge of the proxy voting system along with their advance predictive vote analysis gave our team confidence that we would have a successful outcome.

Pace Goldman, Independent Director of Parkit Enterprise Inc

As independent board members, we found ourselves in unfamiliar territory after our company’s management team launched an unwarranted fight against the independent directors. Shorecrest worked diligently alongside the independent directors to help us reach our shareholders and secure the necessary votes to prevail and enhance shareholder value. Thank you Shorecrest!

Lili Mance, Vice President and Corporate Secretary of Dundee Corporation

Suzanne is a dedicated and knowledgeable professional that has provided me with exceptional service for over 15 years. I am pleased that she has founded Shorecrest Group, a firm that continues to provide exceptional service under Suzanne’s leadership.

David J. Copeland, President and CEO at Curis Resources Ltd

Having worked with Christine who helped us achieve successful results on a past file, I had the utmost of confidence knowing that she and her team were capable of ensuring that the transaction with Taseko would run smoothly. Christine and the rest of her Shorecrest team easily integrated themselves into the corporate transaction process delivering reliable advice, always accessible service and importantly for us, successful results.

Williams S. Rice (No Relation), QC Chair Canadian Securities Administrators – see letter

Dear Ms. Rice, On behalf of the Canadian Securities Administrators, I am writing this letter to thank you for the assistance that you and your firm, the Shorecrest Group, have provided to us in connection with our review of the proxy voting infrastructure. Your expertise in proxy voting processes was invaluable to our review of uncontested shareholder meetings. The CSA staff who worked with you have had only positive things to say about the experience. Your contribution to improving the integrity of proxy voting in Canada is greatly appreciated.

Kevin L. Klippenstein, C.A. Chief Financial Officer of Parrish & Heimbecker

When we needed a proxy solicitor to assist with getting the approval of our plan of arrangement, Shorecrest was our first choice. We have previously worked with the founders of Shorecrest Group and they have been an invaluable resource to us with obtaining the approval for the plan of arrangement regarding Weyburn Inland Terminal. Shorecrest acted as the proxy solicitation agent for the meeting as well as Depositary for the arrangement. We are very happy with the responsiveness and diligent effort demonstrated by all Shorecrest employees. We received numerous compliments from shareholders acknowledging how helpful Shorecrest had been to them in completing their voting and letter of transmittals for the offer.  I would not hesitate to recommend Shorecrest to any issuer looking for assistance in communicating to their shareholders whether it is voting at a meeting or tendering their shares to an offer.

Stephen Pincus, Partner at Goodmans LLP

The co-founders are very capable, proficient, focused, energetic and knowledgeable and they work in an area with lots of complexity. We have worked with them on a number of proxy fights.” (Stephen Pincus, Partner at Goodmans LLP as quoted by Critchley, Financial Post, December 18 2013, p. 2)

Tom Schwartz, President and CEO, Canadian Apartment Properties Real Estate Investment Trust

Shorecrest in a very efficient and professional manner, assisted CAPREIT in soliciting the necessary proxies to win a crucial vote at this year’s Annual Meeting. I am a very satisfied client.

John Varghese, CEO, Revive Capital Investment Management Inc

As an active investor, we believe that our investments can be successful by igniting necessary changes in boards and management teams when needed. When engaging with an issuer to bring about change, it is essential to have the right advisors working with you. Shorecrest’s knowledge and expertise in a contested situation proved invaluable in achieving a successful outcome in a recent opportunity. I would recommend Shorecrest to any investor group going through a similar situation.

Julien Balkany, Managing Partner and Chief Investment Officer of Nanes Balkany LLC

Shorecrest worked closely with us on our campaign to enhance the share value of one of our Canadian investments. We would highly recommend their services to anyone that requires in-depth insight into the ownership of an investment.

Get the results you need.

When it comes to engaging with shareholders, you can’t risk losing time and confidence on a poorly done job. Our processes are the most streamlined and efficient during a pivotal time for your company.