CANADA LIFE
Canada Life is a leading insurance, wealth management and benefits provider focused on improving the financial, physical, and mental well-being of Canadians. For over 175 years, individuals, families and business owners across Canada have trusted us to provide sound guidance and deliver on the promises we’ve made. We proudly serve more than 12 million customer relationships from coast to coast to coast.
Canada Life is a subsidiary of Great-West Lifeco Inc. and a member of the Power Corporation of Canada group of companies.
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Website: canadalife.com
Facebook: @CanadaLifeCo
Instagram: @CanadaLifeCo
Twitter (X): @CanadaLifeCo
LinkedIn: Canada Life
CIBC ASSET MANAGEMENT
CIBC Asset Management (CIBC AM) is the asset management subsidiary of CIBC. Dedicated to being the leader in client relationships, CIBC AM provides a range of high-quality investment management services and solutions to retail and institutional investors. Offerings include a comprehensive platform of mutual funds, strategic managed portfolio solutions, discretionary investment management services for high-net-worth individuals and institutions. CIBC AM is one of Canada's largest asset management firms, with over $255 billion in assets under administration as of December 31, 2024.
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Website: www.cibc.com/en/asset-management/institutional
LinkedIn: cibc-asset-management
DESJARDINS INSURANCE
Desjardins Insurance offers a wide range of flexible life insurance, health insurance and retirement savings products and services. It is one of the top life insurance companies in Canada and a member of Desjardins Group, the leading cooperative financial group in Canada. Desjardins Insurance has been providing innovative services to individuals, groups and businesses for over a century. These services reflect Desjardins Insurance's commitment to employee well-being, as demonstrated by the initiatives and partnerships it has participated in over the years.
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Website: Solutions for groups and businesses - DFS - Desjardins Life Insurance
FIDELITY CANADA
Fidelity Canada Institutional serves a diversified client base across all major asset classes, focusing on corporate and public defined benefit and defined contribution pension plans, endowments and foundations, insurance companies, MEPPS and financial institutions. Built on over 50 years of serving the needs of institutional investors worldwide, we offer active and risk-controlled disciplines including; Canadian, U.S., international and global equity, fixed-income, asset allocation, real estate and custom solutions.
The cornerstone of our investment philosophy is the belief that outstanding research drives results. We believe in fundamental bottom-up research that is focused on identifying opportunities that offer stable growth through an investment cycle. Combined with prudent risk management and portfolio construction expertise, this allows us to offer best-in-class solutions aligned with our clients' interests.
LEARN MORE:
Website: institutional.fidelity.ca
LinkedIn: @Fidelity Canada Institutional
CONTACT INFORMATION:
Stephanie Mariamo, VP, Institutional Business Development
stephanie.mariamo@fidelity.ca
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MANULIFE
As part of Manulife Financial Corporation, a leading international financial services provider, Manulife Group Retirement is the market leader in Canada. With over 2 million plan members from organizations of all sizes and in every industry, we lead with industry expertise, a history of innovation, and breadth of experience. We help people save and invest for retirement–and the journey along the way. Our programs empower people to take charge of their finances, improve their financial wellness, and achieve their goals. With a 99%+ client retention rate, plan sponsors and financial advisors trust us to deliver real plan value and proven member experiences.
SUN LIFE
Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. At Sun Life, our purpose is helping Canadians achieve lifetime financial security and live healthier lives. As a leader in group retirement services, group benefits and individual insurance and wealth, we deliver on that purpose by offering a full range of trusted products and services that put our Clients’ needs first.
Group Retirement Services is committed to being a leader in delivering innovative solutions to the benefit of our Clients and their plan members. We’re ranked as the leading provider of Capital Accumulation Plans in Canada by Benefits Canada for over 16 years. With over $1.5 trillion dollars in assets under management, we service over 1 million unique plan members. We continually push the boundaries to develop innovative, simple, and effective products and customized services that address the unique needs of each of our Clients and their plan members.
Sun Life’s Defined Benefit Solutions is proud to be the largest and most experience provider in the Canadian group annuity market since 2008. With over 300 group annuity deals, our team works closely with plan sponsors, consultants and other industry experts to deliver innovative, customized solutions – annuity buy-outs, annuity buy-ins and longevity insurance – that address the specific challenges of each plan.
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TD GLOBAL INVESTMENT SOLUTIONS
ENGLISH
TD Global Investment Solutions (TDGIS) represents the institutional asset management businesses of TD Bank Group (TD) – TD Asset Management Inc. (TDAM) and Epoch Investment Partners Inc. (TD Epoch). TDGIS brings together three decades of investment experience and has a long track record of helping clients meet their investment goals. Our broad selection of strategies and solutions includes fundamental equities, fundamental free cash flow driven equities, quantitative and passive equities, fixed income across the credit quality spectrum and alternatives, such as private credit, infrastructure and real estate. We offer investment solutions to corporations, pension plans, endowments and foundations, insurance companies, sovereign wealth funds, and superannuation, among others, overseeing $479 billion of investments for clients, including $236 billion for institutions. Aggregate statistics as of Sep 30, 2024 for TD Asset Management Inc. and Epoch Investment Partners, Inc. Both entities are affiliates and are wholly-owned subsidiaries of The Toronto-Dominion Bank.
FRENCH
Solutions de placement mondiales TD (SPMTD) représente les entités de gestion d’actifs institutionnels du Groupe Banque TD – Gestion de Placements TD Inc. (GPTD) et Epoch Investment Partners, Inc. (TD Epoch). SPMTD compte trois décennies d’expérience de placement et a prouvé depuis longtemps sa capacité d’aider ses clients à atteindre leurs objectifs de placement. Parmi notre vaste gamme de stratégies et de solutions, citons la gestion fondamentale des actions, la gestion fondamentale des actions axée sur les flux de trésorerie disponibles, les actions en gestion quantitative et passive, les titres à revenu fixe dans tous les segments de la qualité du crédit et les placements alternatifs, comme le crédit privé, les infrastructures et l’immobilier. Nous offrons des solutions de placement aux sociétés, aux régimes de retraite, aux fonds de dotation et aux fondations, aux compagnies d’assurance, aux fonds souverains et aux caisses de retraite, entre autres, et nous supervisons 479 milliards de dollars d’investissements pour nos clients, y compris 236 milliards de dollars pour les institutions. Statistiques globales gérées au 30 sept. 2024 par Gestion de Placements TD Inc. et Epoch Investment Partners, Inc. Les deux entités sont des filiales en propriété exclusive de La Banque Toronto-Dominion
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Supporting Sponsors
CAPITAL GROUP
Capital International Asset Management (Canada), Inc., part of Capital Group
Capital International Asset Management (Canada), Inc. is the Canadian arm of the Capital Group Companies Inc. (Capital Group), which formed in 1931 in Los Angeles, California. Still a privately held company, Capital Group is today one of the world's largest investment managers with over $2 trillion in assets globally and offices worldwide. Capital Group offers clients investment solutions in equities, fixed income, and multi-asset class portfolios. Capital Group believes that deep fundamental research and a long-term view of investments creates success. Their unique portfolio construction approach combines high conviction investment ideas from the diverse perspectives of multiple managers to create a single well-diversified portfolio. Capital Group believes this approach creates consistent performance and reduces dependency upon any single person.
LEARN MORE:;
Website: www.capitalgroup.com
LinkedIn: capital-group
CONTACT INFORMATION:
Brian Ziedenberg, Senior vice-president, National Accounts and Institutional
Capital International Asset Management (Canada), Inc.
brian.ziedenberg@capgroup.com
1-416-815-2172
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CI GLOBAL ASSET MANAGEMENT
CI Global Asset Management (CI GAM) is one of Canada’s largest investment management companies with more than 100 investment professionals – each with extensive expertise navigating multiple markets. We offer a unique, modern lineup of traditional and alternative strategies and our strength comes from a combination of depth and breadth of our investment team. Each investor is empowered to think independently and is held accountable for the results they achieve. They collaborate by sharing their insights and expertise in order to put the full scale and intellectual capital of CI GAM to work for each and every client. At CI GAM, we believe in active management as the best approach to manage risk and generate returns and focus on what is right, not who is right.
LEARN MORE:
Website: www.ci.com
CONTACT INFORMATION:
Bill Gleed, Senior Vice-President & Head of Institutional and National Accounts
Email: bgleed@ci.com
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NORMANDIN BEAUDRY
English
Canadian excellence in total rewards
Founded in 1992, Normandin Beaudry is recognized for its leading-edge total rewards consulting services. Independent and wholly owned by an ever-growing number of its professionals, Normandin Beaudry has an ownership structure that puts it in a unique position as one of the few major firms in the field with exclusively Canadian interests. From offices in Montreal, Toronto and Quebec City, a team of over 350 professionals serves an enviable list of clients across Canada that includes organizations of all sizes and industries from the private, public, para-public and not-for-profit sectors.
Excellence spans the globe! As an independent and equal shareholder in MBWL International since 2023, Normandin Beaudry's reach now extends to 30+ countries.
Français
L’excellence canadienne en rémunération globale
Fondée en 1992, Normandin Beaudry est reconnue pour la justesse de ses services-conseils en rémunération globale. Indépendante et entièrement détenue par un nombre sans cesse grandissant de ses spécialistes, Normandin Beaudry a une structure de propriété qui lui confère un statut unique et en fait l’une des rares grandes firmes du domaine à avoir des intérêts exclusivement canadiens. Depuis ses bureaux de Montréal, de Toronto et de Québec, une équipe de plus de 350 personnes sert une clientèle pancanadienne enviable composée d’organisations de toutes tailles et industries, issues des secteurs privé, public, parapublic et des OBNL.
L’excellence parcourt le monde! Coactionnaire indépendante et à parts égales de MBWL International depuis 2023, Normandin Beaudry a aujourd’hui une portée d’action dans plus de 30 pays.
LEARN MORE:
Website: normandin-beaudry.ca
LinkedIn: Normandin Beaudry
CONTACT INFORMATION:
Marianne Assaf
Savings Plan Practice Leader
Partner, Pension and Savings practices
massaf@normandin-beaudry.ca
TELUS HEALTH
TELUS is passionate about putting our customers and communities first, leading the way globally in client service excellence and social capitalism. Our TELUS Health business is enhancing the lives of 76 million people worldwide through innovative financial, physical and mental health solutions. Guided by our enduring 'give where we live' philosophy, TELUS and our 140,000 team members have contributed $1.7 billion and volunteered 2.2 million days of service since 2000, earning us the distinction of the world’s most giving company.
TELUS Health is one of Canada’s largest providers of administrative solutions for retirement and savings plans with decades of experience developing innovative technologies that can help organizations adapt and thrive in complex environments. We are on a mission to become the most trusted wellbeing company in the world by building the healthiest communities and workplaces on the planet.
LEARN MORE:
Website: www.telus.com/en/health/employers/administration
Linkedin: telus-health
Twitter (X): TELUSHealth
Facebook: telushealth
CONTACT INFORMATION:
Marketing: Robert Flinn, Robert.flinn@telushealth.com
Event attendee: Gabriela Jeffrey, gabriela.jeffrey@telushealth.com
416 455-7803
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