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.
LEARN MORE:
LinkedIn: fidelity-canada-institutional
Thought leadership: Unsustainable debt: Strategic asset allocation for a new era Home country bias: How much Canada should Canadian investors own?
CONTACT INFORMATION:
Stephanie Mariamo, Vice President Institutional Business Development
Email: Stephanie.Mariamo@fidelity.ca
Phone: 438.304.0821
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 15 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.
TD GLOBAL INVESTMENT SOLUTIONS
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 $527 billion (CAD) in assets, including $250 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 $22 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 Sept, 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.
LEARN MORE:
Website: 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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Normandin Beaudry
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 50+ countries.
LEARN MORE:
Website: www.normandin-beaudry.ca
LinkedIn: normandin-beaudry
CONTACT INFORMATION:
Marianne Assaf, Partner, Toronto Office Leader and Savings Practice Leader
Email: massaf@normandin-beaudry.ca
Phone: 416-285-0251