Addenda Capital Inc.
Ste. 2800, 800 René-Lévesque Blvd. W.,
Montreal, H3B 1X9
CONTACT: Janick Boudreau, executive vice-president
TEL: 514-908-1989
EMAIL: j.boudreau@addendacapital.com
WEBSITE: addendacapital.com
INVESTMENT PHILOSOPHY: Addenda Capital is an investment firm with more than $37 billion in assets under management. Focused on offer-
ing clients innovative multi-asset solutions, the firm has long integrated environmental, social and governance issues into its investment processes for a clientele that comprises both institutional investors and high-net-worth individuals. Impact, climate transition and sustainable strategies are some of the paths that Addenda has chosen to invest for a better future.
Amundi Canada Inc.
22nd floor, 130 Adelaide St. W.,
Toronto, M5H 3P5
CONTACT: Tanya Bishop, senior director, business development, client relations
TEL: 647-201-4225
EMAIL: tanya.bishop@amundi.com
WEBSITE: amundi.ca
INVESTMENT PHILOSOPHY: Amundi, a leading European asset manager that ranks among the top 10 global players, offers its clients a complete range of savings and investment solutions in active and passive management, in traditional or real assets. Amundi, which currently manages more than $2.84 trillion in assets, is a key player in the asset management landscape.
BNY Investments Canada
Ste. 601, 1 York St.,
Toronto, M5J 0B6
CONTACT: David McKee, vice-president, institutional sales
TEL: 647-625-5424
EMAIL: david.mckee@bny.com
WEBSITE: bny.com
INVESTMENT PHILOSOPHY: BNY Investments is a leading investment manager, with $2 trillion in assets under management. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven investment managers offering solutions across every major asset class, with the scale, expertise and resilience of BNY.
Burgundy Asset Management Ltd.
Ste. 4510, 181 Bay St.,
Toronto, M5J 2T3
CONTACT: Kyle Coatsworth, vice-president, head, institutional
TEL: 416-869-8953
EMAIL: kcoatsworth@burgundyasset.com
WEBSITE: burgundyasset.com
INVESTMENT PHILOSOPHY: Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices. Since 1990, we have built portfolios that are concentrated, active and invested in quality companies. Over the past 30 years, our regional investment teams, sector-agnostic approach and employee ownership have led us to think independently and achieve strong long-term results for our clients.
Canada Life
330 University Ave.,
Toronto, M5G 1R8
CONTACT: Kristin Ramlal, vice-president, institutional investment sales
TEL: 204-946-8060
EMAIL: institutionalinvestments@canadalife.com
WEBSITE: canadalife.com
INVESTMENT PHILOSOPHY: We use a dynamic, long-term asset allocation approach that integrates alternative strategies, market cycles and macroeconomic factors. Our process aligns with your plan’s risk tolerance, goals and return objectives. Acting as a strategic partner, like an outsourced chief investment officer, our accredited professionals recommend adjustments to your asset mix, managers and strategies based on evolving market conditions, forecasts and risk appetite.
Canso Investment Counsel Ltd.
Ste. 550, 100 York Blvd.,
Richmond Hill, Ont., L4B 1J8
CONTACT: Jason Davis, portfolio manager, vice-president, client service, marketing
TEL: 905-881-8853
EMAIL: jdavis@cansofunds.com
WEBSITE: cansofunds.com
INVESTMENT PHILOSOPHY: Our investment process at Canso is focused on fundamental research and security selection. We manage more than $50 billion in institutional, pension, foundation and high-net-worth assets, as at Sept. 30, 2024.
Capital Group Canada
Ste. 3730, 181 Bay St.,
Toronto, M5J 2T3
CONTACT: Kevin Martino, vice-president
TEL: 416-815-2128
EMAIL: kevin.martino@capgroup.com
WEBSITE: capitalgroup.com/ca
INVESTMENT PHILOSOPHY: Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.
CIBC Asset Management Inc.
22nd floor, 161 Bay St.,
Toronto, M5J 2S1
CONTACT: Carlo DiLalla, managing director, head, institutional asset management
TEL: 416-980-2768
EMAIL: carlo.dilalla@cibc.com
WEBSITE: cibcam-institutional.com
INVESTMENT PHILOSOPHY: At CIBC Asset Management, our purpose is to earn the role of an essential partner and trusted advisor by developing innovative solutions that create value for our clients. Our long-term strategy revolves around maintaining the strength of our active fixed income, active equity, absolute return and beta strategies while continuously enhancing our capabilities to meet the evolving needs of our clients.
CI Global Asset Management
2nd floor, 15 York St.,
Toronto, M5J 0A3
CONTACT: Terry Krinsky, vice-president, institutional
TEL: 416-275-3396
EMAIL: tkrinsky@ci.com
WEBSITE: cifinancial.com
INVESTMENT PHILOSOPHY: CI Global Asset Management’s strengths come from our world-leading lineup of portfolio managers and the range of expertise they provide. Each team is empowered to think independently and are held accountable for the results they achieve. They share their insights, expertise and research in order to bring the full scale and intellectual capital of CI GAM to benefit each and every client. An active approach is taken to deliver
the best possible outcomes to all investors.
Connor, Clark & Lunn Financial Group
Ste. 1400, 130 King St. W.,
Toronto, M5X 1C8
CONTACT: Brent Wilkins, senior vice-president,
head, institutional sales, Canada
TEL: 416-364-5396
EMAIL: bwilkins@cclgroup.com
WEBSITE: cclfg.cclgroup.com
INVESTMENT PHILOSOPHY: Connor, Clark & Lunn Financial Group is a multi-boutique asset management firm that provides a broad range of distinct and independently managed investment products and services to individual and institutional investors through a diverse family of affiliates.
Desjardins Global Asset Management
20th floor, South Tower, 1 Complexe Desjardins,
Montreal, H5B 1B2
CONTACT: Natalie Bisaillon, vice-president, chief, partnership, institutional client relations
TEL: 514-214-5742
EMAIL: natalie.bisaillon@desjardins.com
WEBSITE: www.dgam.ca
INVESTMENT PHILOSOPHY: DGAM is known
for its ability to design tailored solutions and build robust portfolios across several asset classes and investment styles. Our approach relies on agile and rigorous investment processes that consider the specific requirements of each investor, adapt to market environments and integrate the best responsible investment practices. DGAM provides a distinctive client experience by leveraging a collaborative, innovative and result-driven culture.
Fiera Capital
Ste. 1500, 1981 McGill College,
Montreal, H3A 0H5
CONTACT: Sarah Aves, co-head, Canadian institutional clients
TEL: 514-954-3300
EMAIL: saves@fieracapital.com
WEBSITE: fieracapital.com
INVESTMENT PHILOSOPHY: Fiera Capital is an independent asset management firm with a growing global presence and approximately $158.9 billion in AUM as at June 30, 2024. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients.
Foyston, Gordon & Payne Inc.
Ste. 2600, 1 Adelaide St. E.,
Toronto, M5C 2V9
CONTACT: Gabriel Lopezpineda, vice-president, client relationships, business development manager
TEL: 416-848-1948
EMAIL: glopezpineda@foyston.com
WEBSITE: foyston.com
INVESTMENT PHILOSOPHY: FGP applies a bottom-up, value-oriented approach to man-
aging fixed income and Canadian and global equities. Our philosophy revolves around two long-standing core concepts: quality and value. We strive to invest in high-quality companies or corporate bonds with cheaper valuations than the market.
Guardian Capital LP
Ste. 2700, 199 Bay St.,
Toronto, M5L 1E8
CONTACT: Robin Lacey, head, institutional asset management
TEL: 416-947-4082
EMAIL: rlacey@guardiancapital.com
WEBSITE: guardiancapital.com
INVESTMENT PHILOSOPHY: Guardian Capital LP is manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of asset classes, geographic regions and specialty mandates. Additionally, GCLP manages portfolios for institutional clients such as defined benefit and defined contribution pension plans, insurance companies, foundations, endowments and investment funds. GCLP is a wholly owned subsidiary of Guardian Capital Group Ltd.
Hazelview Investments
4th floor, 1133 Yonge St.,
Toronto, M4T 2Y7
CONTACT: Carrie Morris, managing partner, head, real estate
TEL: 888-949-8439
EMAIL: cmorris@hazelview.com
WEBSITE: hazelview.com
INVESTMENT PHILOSOPHY: Hazelview Investments has been an active investor, owner and manager of global real estate investments since 1999 and remains committed to creating value for people and places. The company employs a global investment and asset management team of more than 90 people in its offices in Toronto, New York, Hong Kong and Hamburg and manages $11.7 billion in real estate assets.
Hillsdale Investment Management Inc.
Ste. 5900, 100 King St. W.,
Toronto, M5X 1E4
CONTACT: Harry Marmer, executive vice-president, partner
TEL: 416-913-3907
EMAIL: hmarmer@hillsdaleinv.com
WEBSITE: hillsdaleinv.com
INVESTMENT PHILOSOPHY: Hillsdale is committed to achieving investment excellence by producing the highest quality investment strategies and providing exceptional client service. This mission pervades everything we do, from professional hiring to investment research, implementation and strategy evaluation. We combine the best of fundamental thinking, tested through a proven, rigorous, quantitative methodology, continuously evaluated relative to expectations to validate strategy quality.
IFM Investors
19th floor, 114 W. 47th St.,
New York City, 10036
CONTACT: Ken Luce, executive director
TEL: 416-768-0990
EMAIL: ken.luce@ifminvestors.com
WEBSITE: ifminvestors.com
INVESTMENT PHILOSOPHY: IFM Investors is one of the world’s largest infrastructure managers, headquartered in Melbourne, Australia. We were established nearly 30 years ago with the aim to invest, protect and grow the long-term retirement savings of working people. We take a long-term approach and choose assets that typically have strong market positions, a predictable regulatory environment, high barriers to entry, limited demand-elasticity and long lives. We primarily invest in OECD countries across a range of sectors.
Manulife Investment Management
5th floor, 200 Bloor St. E., North Tower,
Toronto, M4W 1E5
CONTACT: Jennifer Lundmark, head, North America institutional
TEL: 416-926-3000
EMAIL: jlundmark@manulife.com
WEBSITE: manulifeim.com
INVESTMENT PHILOSOPHY: Manulife Investment Management is the asset management arm of Manulife Financial Corp. We draw on more than a century of financial stewardship and the full resources of our parent company to serve institutional investors worldwide. Our capabilities in public and private markets are strengthened by a footprint that spans 20 geographies. We complement these capabilities in our multi-asset portfolios by providing access to a network of unaffiliated asset managers.
Mawer Investment Management Ltd.
Ste. 600, 517 10th Ave. SW,
Calgary, T2R 0A8
CONTACT: Neeraj Jain, institutional portfolio manager
TEL: 1-800-889-6248
EMAIL: info@mawer.com
WEBSITE: mawer.com
INVESTMENT PHILOSOPHY: Be Boring. Make Money. means ignoring fads and taking a long-term view of investing. It means sticking to a disciplined, bottom-up investment approach no matter the market outlook. And it means putting the investment odds in our clients’ favour by focusing on the things we can control. In other words, we are benchmark agnostic, think probabilistically and embrace uncertainty. We seek business models with sustainable competitive advantages, regardless of industry or economic conditions.
MFS Investment Management Canada Ltd.
35th floor, 77 King St. W.,
Toronto, M5K 1B7
CONTACT: Christine Girvan, senior managing director, head, Canadian distribution
TEL: 416-361-7273
EMAIL: cgirvan@mfs.com
WEBSITE: mfs.com
INVESTMENT PHILOSOPHY: For nearly a century, MFS has aligned our active investment approach and how we serve clients with a sole purpose: to create long-term value responsibly. Through that sense of responsibility and the strength of our investment platform, we strive to protect our investors’ assets and our clients’ reputations. MFS offers an array of institutional strategies and vehicles including separate accounts and pooled funds.
Pictet Asset Management
Ste. 3100, 1000 de la Gauchetière W.,
Montreal, H3B 4W5
CONTACT: François Forget, head of distribution, Canada
TEL: 514-518-8587
EMAIL: fforget@pictet.com
WEBSITE: am.pictet
INVESTMENT PHILOSOPHY: A global leader in environmental and sustainable strategies, responsibility is central to our way of thinking. A pioneer of thematic equity strategies in the 1990s, we are at the forefront of our industry
in incorporating ESG issues into our investment approaches, actively exercising our rights as investors and engaging with the wider industry. We believe in the pre-eminence of active manager skill and, as a multi-boutique firm, we offer a range of equity, fixed income and alternative products.
Picton Mahoney Asset Management
Ste. 830, 33 Yonge St.,
Toronto, M5E 1G4
CONTACT: Taras Klymenko, partner, managing director, head, institutional business
TEL: 416-955-4845
EMAIL: institutional@pictonmahoney.com
WEBSITE: pictonmahoney.com/
INVESTMENT PHILOSOPHY: PMAM’s investment philosophy is firmly rooted in the belief that fundamental change is the core driver of share price performance. We also believe that systematic and repeatable processes alongside strong risk management capabilities are the key to successful investing and consistent out-performance. PMAM was born out of these principles, which remain intact and unchanged to this day.
QV Investors Inc.
Ste. 1008, 222 Third Ave. SW,
Calgary, T2P 0B4
CONTACT: Darren Dansereau, chief executive officer
TEL: 403-265-7007
EMAIL: ddansereau@qvinvestors.com
WEBSITE: qvinvestors.com
INVESTMENT PHILOSOPHY: QV Investors is an independent, employee-owned asset and wealth management firm centred on the principles of quality and value. Our disciplined, risk-managed approach to investing has protected and added value for clients for nearly 30 years. We manage seven pooled funds, including Canadian and global equity, fixed income and balanced strategies. Our objective is to build portfolios of resilient companies that can compound growth into the future while minimizing downside risks.
Russell Investments Canada
Ste. 5715, 100 King St. W.,
Toronto, M5X 1E4
CONTACT: Chris Wright, director, institutional sales
TEL: 416-640-2482
EMAIL: cwright@russellinvestments.com
WEBSITE: russellinvestments.com/ca
INVESTMENT PHILOSOPHY: Russell Investments helps Canadian institutions,
pension plans, endowments and foundations achieve their outcomes with customized solutions for investment management, transition management, overlay services, currency management, responsible investing and investment outsourcing.
SLC Management
Ste. 1100, 1 York St.,
Toronto, M5J 0B6
CONTACT: Heather Wolfe, senior managing director, head, Canadian business development, client relationships
TEL: 416-408-7834
EMAIL: heather.wolfe@slcmanagement.com
WEBSITE: slcmanagement.com
INVESTMENT PHILOSOPHY: SLC Management is a global institutional asset manager that offers institutional investors traditional, alternative and yield-oriented investment solutions across public and private fixed income markets, as well as global real estate equity and debt and infrastructure equity. We offer these fixed income and real assets solutions through our group of companies: SLC Fixed Income, BGO, Crescent Capital Group, InfraRed Capital Partners and Advisors Asset Management.
Sun Life Global Investments
1 York St.,
Toronto, M5J 0B6
CONTACT: Anne Meloche, head, institutional business
TEL: 514-866-6287
EMAIL: anne.meloche@sunlife.com
WEBSITE: slgiinstitutional.com
INVESTMENT PHILOSOPHY: Sun Life Global Investments manages more than $58 billion across a diverse selection of retail mutual funds, insured wealth products, pension and institutional funds, including $12 billion in our flagship Sun Life Granite Target Date Funds (as at June 30, 2024). We are driven by our goal to help plan sponsors deliver the best possible retirement for their members, continually enhancing our funds and developing new and innovative solutions to achieve this goal to and through retirement.
Stonebridge Financial
12th floor, 20 Adelaide St. E.,
Toronto, M5C 2T6
CONTACT: Angela Valdes, vice-president
TEL: 416-364-3001
EMAIL: avaldes@stonebridge.ca
WEBSITE: stonebridge.ca
INVESTMENT PHILOSOPHY: Founded in 1998, Stonebridge Financial focuses on private debt investments across infrastructure, renewable energy, health care, real estate and corporate sectors. With $3.2 billion in AUMA, Stonebridge Financial has arranged more than $8 billion of loans since inception. The firm provides investment management with short and long duration strategies available via funds and managed accounts. LPs consist of pensions, insurers, governments, universities, foundations, among other institutional investors.
T. Rowe Price
Ste. 4240, TD North Tower, 77 King St. W.,
Toronto, M5K 1G8
CONTACT: Lauren Bloom, head, Canada
TEL: 647-355-6887
EMAIL: lauren.bloom@troweprice.com
WEBSITE: troweprice.com
INVESTMENT PHILOSOPHY: T. Rowe Price offers clients a wide array of investment strategies across the full range of asset classes. A dedicated portfolio management team implements each investment strategy according to philosophical beliefs about what drives security prices in that particular segment of the financial markets. Our overall approach is style consistency and risk aversion, achieved through broad diversification and a valuation consciousness to security selection.
TD Global Investment Solutions
34th floor, TD Canada Trust Tower, 161 Bay St.,
Toronto, M5J 2T2
CONTACT: Mark Cestnik, managing director, head, global institutional distribution
TEL: 416-983-7088
EMAIL: mark.cestnik@tdam.com
WEBSITE: tdgis.com
INVESTMENT PHILOSOPHY: TD Global Investment Solutions brings three decades of experience of helping clients meet their investment goals. We foster a forward-thinking culture by promoting cross collaboration among investment teams, allowing new investment ideas to spark. Our capabilities include funda-
mental-free, cash-flow driven, quantitative and passive equities, fixed income across the credit quality spectrum and alternatives, such as private credit, infrastructure and real estate.
Van Berkom Global Asset Management
Ste. 2510, 600 boul de Maisonneuve O.,
Montreal, H3A 3J2
CONTACT: Andy Kong, senior director, institutional markets
TEL: 514-985-0909
EMAIL: akong@vanberkomglobal.com
WEBSITE: vanberkomglobal.com
INVESTMENT PHILOSOPHY: Van Berkom Global Asset Management is a specialized investment management firm founded in 1991 by J. Sebastian van Berkom. The company is 100 per cent employee-owned and focused on small and mid-capitalization equities across five strategies: Canada, U.S. (small and small-mid), greater China and global. Van Berkom manages stock portfolios for large North American pension funds, corporations, foundations and endowment funds.