ALLIANCEBERNSTEIN
AllianceBernstein (AB) is one of the largest global investment-management firms in the world, with $785 billion in assets under management as of March 31, 2025.
Whether you’re a global institution, financial advisor or high-net-worth individual, we’re committed to being your most valued partner. We foster a diverse, connected, collaborative culture that encourages intellectual curiosity and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work to the solutions we design for clients. At AB, we’re fully invested in delivering better outcomes.
Diverse Needs…Diverse Solutions
We work closely with clients to define and achieve their financial goals. As markets and needs evolve, we provide global perspective, independent research and investment discipline. Every client, everywhere, can benefit from access to our firm’s full resources. Today, our investment strategies span all markets and asset classes—creating a diverse and strategic balance of global services.
• Fixed Income: We bring together innovative research and forward-looking perspective across our suite of global, regional, multi-sector and single- sector fixed-income services to solve our clients’ most complex and unique investment challenges.
• Equities: Driven by distinctive research insights, we provide a comprehensive suite of equity strategies across geographies, capitalization ranges and investment styles—each focused on achieving outcomes that matter to our clients.
• Multi-Asset: We solve, collectively, to deliver modern outcomes through a full range of integrated, dynamic multi-asset solutions tailored to each client’s objectives—whether they’re simple or complex.
• Alternatives: Bringing together independent agility and institutional strength, we provide nontraditional investments and strategies to help diversify portfolios with new sources of risk and return.
LEARN MORE:
Website: Alliancebernstein.com
DOWNLOAD PDF RESOURCE
BNY INVESTMENTS
We have the scale to deliver diversified beta — and the skill to deliver uncorrelated alpha.
Depth and breadth in virtually every asset class and style. An independent family of global boutiques with expertise across the entire asset class spectrum.
BNY Investments Canada has been serving clients in Canada since its office opened in Toronto in 1996. It oversees the distribution of investment services offered by BNY’s investment managers and is one of the leading investment management organizations in Canada.
ARX INVESTIMENTOS — Brazilian equity; macro; corporate bonds and fixed income strategies.
DREYFUS — Leveraging 50 years of experience, Dreyfus is a leading and innovative liquidity solutions provider.
INSIGHT INVESTMENT — Leader in global fixed income and risk management solutions
MELLON — A global leader in index management dedicated to precision and client partnership.
NEWTON — Active equities, income, absolute return, multi-asset, thematic and sustainable strategies.
WALTER SCOTT — Global equity investment management.
CONTACT INFORMATION:
David McKee, Vice-President, Institutional Sales
647-625-5424
david.mckee@bny.com
DOWNLOAD PDF RESOURCE
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 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. 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. With more than 1,500 investment professionals, and offices in major financial markets around the world, we have over 75 years of investment experience and US$1.54 trillion in assets under management as of 30 April, 2025.
LEARN MORE:
Website: www.franklintempleton.ca/en-ca
DOWNLOAD PDF RESOURCE
STATE STREET INVESTMENT MANAGEMENT
At State Street Investment Management, we have been helping to deliver better outcomes to institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $4 trillion in assets managed*, clients in over 60 countries, and a global network of strategic partners, we use our scale to create a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go.
*This figure is presented as of March 31, 2025 and includes ETF AUM of $1,553.58 billion USD of which approximately $106.42 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.
LEARN MORE:
Website: https://active.williamblair.com/
X: @StateStreetIM
LinkedIn: State Street Investment Management
YouTube: State Street Investment Management US
CONTACT INFORMATION:
Heinz Volquarts
Heinz_Volquarts@ssga.com
TRANS-CANADA CAPITAL
Trans-Canada Capital (TCC) is a leading asset management firm specializing in innovative investment strategies. Since 2009, TCC has successfully managed Air Canada's pension assets—one of the largest corporate pension plans in Canada. The firm has built a strong reputation for delivering superior returns through alpha-generating strategies within a disciplined, risk-controlled framework.
With C$32 billion in assets under management*, a team of over 125 investment professionals based in Montreal and Toronto, and a comprehensive suite of alternative investment solutions, TCC is well positioned to meet the needs of investors seeking consistent, long-term returns.
One team, no silos
Our team-based approach ensures that all investment decisions are made collaboratively by experienced professionals with diverse and complementary expertise. We are committed to finding new investment opportunities and develop innovative strategies to drive strong, risk-adjusted returns.
Product Offering
• Fixed Income: sophisticated strategies to enhance value, manage unwanted risks, and further diversify active positions, ensuring a balanced and resilient investment approach.
• Equities: Diversified sources of alpha within differentiated equity strategies, including long-only and long/short equity funds, to optimize returns and enhance portfolio resilience.
• Alternatives: Open-ended global private markets solution providing diversified exposure to private equity, private debt, real estate, and infrastructure, with access to exclusive investment opportunities.
• Absolute Return: Market-neutral investment strategies provide stable returns, risk diversification, and alpha generation across all market conditions.
* inclusive of leverage
LEARN MORE:
Website: https://transcanadacapital.com
LinkedIn: Trans-Canada Capital
CONTACT INFORMATION:
Rahul Khasgiwale, CFA, CAIA
rkhasgiwale@transcanadacapital.com
437-900-5289
DOWNLOAD PDF RESOURCE
DOWNLOAD PDF RESOURCE
WILLIAM BLAIR
Nearly Ninety Years as an Independent Investment Manager
William Blair is committed to building enduring relationships with our clients. As a fiduciary of over C$90 billion of client assets, we work to exceed the investment objectives of private and public pension funds, endowments, foundations, and sovereign wealth fund clients, as well as other financial institutions. We are 100% active-employee-owned with broad-based ownership. Our experienced, global investment teams are solely focused on active management and employ disciplined, analytical fundamental research processes across a wide range of strategies. William Blair is headquartered in Chicago with offices around the world providing expertise and solutions to meet our global clients’ evolving needs.
Intrinsic Strengths
The firm’s private partnership structure, deep investment resources, and collegial and “client first” culture are critical factors to our success. These characteristics assist in attracting and retaining our seasoned investment professionals. With long-tenured portfolio managers and research analysts, our portfolios have been managed by stable investment teams over decades providing for consistent application and repeatable investment processes.
Fulfilling Our Commitment to Clients, Communities, and Colleagues
Across all aspects of our firm, we are uplifting and inspiring best practices in philanthropy, employee engagement, governance, and the environment reflective of our values and our commitment to stewardship and sustainability.
LEARN MORE:
Website: U.S. Active Never Rests microsite: https://active.williamblair.com/
X: @williamblairim
LinkedIn: william‐blair‐investment‐management
YouTube: William Blair Investment Management
CONTACT INFORMATION:
Jason Stefanelli, director, head of Canada
jstefanelli@williamblair.com
617.235.7565
DOWNLOAD PDF RESOURCE
INSTITUTIONAL MORTGAGE CAPITAL
Institutional Mortgage Capital (IMC) is an institutional real estate debt fund manager, commercial mortgage lender and loan servicer founded over 15 years ago. IMC offers Core and Value-Add mortgage portfolios for institutional investors and family offices. IMC is a market leader across Canada, in all asset classes, in real estate origination, underwriting, servicing and asset management with over $3.0B of AUMA.
DOWNLOAD PDF RESOURCE
LINCLUDEN INVESTMENT MANAGEMENT
For over 40 years, Lincluden Investment Management has delivered discretionary investment solutions grounded in traditional, value-based principles. Our team actively manages equity, fixed income, real estate, and balanced portfolios while consistently achieving solid, risk-adjusted returns across market cycles.
At Lincluden, our business is exclusively, investment management. Clients trust us to provide focused portfolio management, led by an experienced entrepreneurial team with deep expertise. As a boutique firm, we specialize in offering personalized service.
As value investors, we believe that financial markets are efficient in the long run but can be inefficient in the short and medium term. The investment process that we employ focuses on identifying mispriced securities to create diversified client portfolios that will outperform over time.
Our rigorous, research-driven process is designed to preserve capital, manage risk, and deliver strong long-term results. We invest with conviction, discipline, and a clear purpose: to build resilient portfolios that reflect our best ideas.
Our clients include pension funds, unions, foundations, endowments, First Nations, and long-term health and disability funds. And they benefit from:
• A focus on capital preservation
• A culture of integrity
• An experienced investment team committed to consistent performance and long-term value creation
VALUE DRIVEN, CLIENT FOCUSED
DOWNLOAD PDF RESOURCE