THE CANADA LIFE ASSURANCE COMPANY
The Canada Life Assurance Company (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.
LEARN MORE:
Website: canadalife.com
Facebook: @CanadaLifeCo
Instagram: @CanadaLifeCo
Twitter (X): @CanadaLifeCo
LinkedIn: Canada Life
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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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.
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
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