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
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Fidelity Canada Institutional
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, alternatives and custom solutions.
Philosophy and Approach
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.
Research Excellence
Our global research capabilities and portfolio construction expertise allows us to combine investment insights and our unique perspectives into actionable solutions to meet the needs of our clients.
Proprietary Insights & Unrivalled Access
• Exclusive access to in-house research, unavailable to others.
• Unparalleled access to company management, central bankers and policymakers around the world.
• Our analysts carry out on-the-ground research—visiting companies and speaking to customers, competitors, suppliers and independent experts to gain conviction.
360° Views on Companies
We combine insights from equity and credit research to form a 360° view on companies.
Client-Focused Alignment
• A commitment to understanding each client’s business, goals and expectations
• Long-term value creation aligned with our clients’ goals
• A client-service culture focused on accountability, accessibility and transparency
We have the experience to develop the investment solutions that are right for you.
CONTACT INFORMATION:
Stephanie Mariamo, Vice President Institutional Business Development
Stephanie.Mariamo@fidelity.ca
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Franklin Templeton
At Franklin Templeton, we believe that success requires more than just expertise - it demands powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with our clients, understand their unique goals, and navigate the complexities of the market together. Our team leverages cutting-edge strategies and deep industry insights to protect wealth and unlock opportunities for growth. With Franklin Templeton by their side, investors don’t prepare for the future - they shape it.
Strategic acquisitions have built an industry leading range of capabilities across traditional and alternative asset classes. We facilitate access to these capabilities by offering a full suite of vehicles, including SMAs, ETFs, CITs and mutual funds. From stocks to bonds, and across private equity, private debt, real estate, hedge funds and venture, we offer clients a singular access point to cutting edge strategies. We go beyond investing in single asset classes, and are able to create bespoke, outcome-oriented solutions for clients in each and every one of our segments.
TD Global Investment Solutions (TDGIS)
TD Global Investment Solutions (TDGIS) represents the institutional asset management businesses of TD Bank Group – TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch).
TDGIS currently manages $504 billion (CAD) in assets, including $243 billion (CAD) on behalf of institutional clients across the pension, corporate, endowment, foundation, and insurance sectors. We have been helping clients to achieve their financial goals for over 35 years, and provide tailored investment solutions which utilize our broad range of investment strategies across traditional and alternative asset classes. With over $21 billion (CAD) in Defined Contribution (DC) assets, our DC clients benefit from strategies that incorporate an adaptive Glide Path, active Asset Allocation, and a meaningful, direct exposure to private alternatives including Real Estate, Infrastructure, and Commercial Mortgages. These elements collectively help strengthen portfolio resilience, support inflation-sensitive growth, and enhance risk-adjusted returns. For retirees, our solutions extend these principles into the decumulation phase, helping members to meet income requirements and manage longevity risk.
Aggregate statistics as at June 30, 2025 for TD Asset Management Inc. and Epoch Investment Partners, Inc. TDAM operates in Canada and TD Epoch operates in the U.S. Both entities are affiliates and are wholly-owned subsidiaries of The Toronto-Dominion Bank. ® The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.
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Website: https://www.td.com/ca/en/global-investment-solutions
LinkedIn: @tdassetmanagement
CONTACT INFORMATION:
Minoo Naderi, CFA, Vice President, Institutional Distribution, TD Global Investment Solutions, TD Asset Management Inc.
Minoo.Naderi@tdam.com
Paula Meier, CFA, Vice President, Client Relationship Manager, Institutional Distribution, TD Global Investment Solutions, TD Asset Management Inc.
Paula.Meier@tdam.com
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MFS Investment Management
Founded in 1924, MFS Investment Management serves investors across the globe through offices in nine major financial centres – Boston, Hong Kong, London, São Paulo, Singapore, Sydney, Tokyo and Toronto. What sets MFS apart from other managers is that we have 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.
Our powerful investment approach combines collective expertise, thoughtful risk management and long-term discipline to uncover investment opportunities that drive value for investors. We support this approach with our distinct culture of shared values and collaboration. That means bringing together teams of diverse thinkers to actively debate ideas, assess material risks and uncover what we believe are the best investment opportunities in the market.
MFS offers an array of institutional strategies and vehicles including separate accounts and pooled funds. Our client base includes defined benefit and defined contribution/capital accumulation plans, endowments and foundations and sub-advisory relationships. MFS' experienced defined contribution specialists understand the challenges posed by shifts in the capital markets and regulatory changes. We are committed to helping clients meet these challenges by providing long term focused investment strategies, flexible investment vehicles and perspectives on the retirement and financial markets.
Sun Life Global Investments
Sun Life Global Investments was purpose built in 2010 to combine the strength of Sun Life with some of the best asset managers in the world. Since then, we've become a trusted wealth management firm for so many Canadians—managing $42.8 billion across a diverse selection of retail mutual funds, pension funds and other institutional funds, including $14.3 billion in our flagship Sun Life Granite Target Date Funds (as of June 30, 2025). As part of the Sun Life group of companies we have access to a depth of resources, giving us (and ultimately our Clients) unique advantages. We are driven by our goal to help plan sponsors deliver the best possible retirement outcomes for their members. And our unique advantages help us continually enhance our funds and develop new and innovative solutions to achieve this goal—to and through retirement.
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Website: https://www.slgiinstitutional.com/en/
LinkedIn: sun-life-global-investments-institutional
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DESJARDINS
The Desjardins difference
Desjardins was founded over 125 years ago as a cooperative financial group to enrich the lives of people and communities. These founding principles remain true to who we are today and what you can expect from us. We believe personal health and financial wellness go hand in hand. Our group retirement savings solutions ensure your employees have a holistic and seamless experience. Each of us is committed to helping your employees aspire toward financial empowerment.
Recognizing the rapidly changing retirement landscape and plan members’ ever-evolving needs, we’ve leaped ahead and redefined retirement savings. Through our collaborative work with plan sponsors, we’ve developed personalized and flexible solutions that keep in step with plan members’ realities. Desjardins is your partner of choice to answer your employees’ retirement and savings needs.
Our modern take on savings is an experience-focused one that encourages healthy financial habits and peace of mind. By helping plan members prepare for life’s surprises and reach their short to long term savings goals, we’re setting them on track to retirement readiness. It’s through our commitment to work in our plan members’ best interests, that we help them live an enriching life.
Always working in your best interest
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Website: https://www.desjardins.com/en/business/solutions-tools/group-retirement-savings.html
BAILLIE GIFFORD
Baillie Gifford manages C$15.7 billion for over 60 Canadian clients*. The firm has been in business for 117 years and is one of the leading privately owned investment management firms in the UK.
We have been managing money for Canadian clients for over 30 years and provide a variety of international, emerging markets, global, and private equity portfolios for public and corporate pension plans in Canada, as well as a variety of non-pension sponsors.
The success of the firm has been largely built on the simple foundations of good performance, good service and low staff turnover. Independent ownership allows us to focus on the key areas of investment performance and proactive client service. Our partnership structure fosters stability and loyalty in our people and as investment management is our only business we have no conflicts of interest, which gives an extra clear focus to our clients’ needs.
Our structure combines the best of experience and international comparison. We believe that our analysis of individual businesses has added the most value for our clients. Our 181 investors scour the world in search of new stock ideas. We spend much more time with academics and entrepreneurs than we do looking at traditional sources of investment research. We believe our approach will stand us in good stead as we embark on our second century of investment management for leading institutional clients.
*As of December 2024
BLACKROCK
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.
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Website: www.blackrock.com
FIERA CAPITAL
Fiera Capital Corporation is an independent asset management firm with a growing global presence and approximately C$161.6 billion in AUM as at March 31, 2025. 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.
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Website: fiera.com
LinkedIn: Fiera Capital
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MERCER
Founded in Vancouver, British Columbia, Mercer has deep roots in Canada that stretch back to 1945. With a rich history of empowering Canadian businesses and communities, we proudly operate from coast to coast with 12 national offices and a dedicated workforce of over 1,000 colleagues, including a strong Canadian-based leadership team.
For 80 years, we’ve been helping our clients, colleagues and communities build the confidence to thrive, creating healthier and more sustainable futures. We’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people. Welcome to a world where economics and empathy help people and businesses thrive.
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Website: https://www.mercer.com/en-ca/
LinkedIn: mercer-canada
CONTACT INFORMATION:
Brett Jennings, Principal, DC Delegated Business Leader
Phone: +1 416 868 2805
Email: brett.jennings@mercer.com
T. ROWE PRICE
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. We provide an array of separate account management and related services for institutions and accredited investors. Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.
As of as of June 30, 2025, T. Rowe Price has CAD $ 2,283.5 billion1 in assets under management and serves clients in 58 countries worldwide.
1Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates. Assets under management are calculated in U.S. dollars and converted to Canadian dollars using an exchange rate determined by an independent third party.
CONTACT INFORMATION:
Taylor Pidgeon, VP, Defined Contribution
Taylor.Pidgeon@troweprice.com