CANADA LIFE
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 14 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
LinkedIn: Canada Life
Facebook: @CanadaLifeCo
Instagram: @CanadaLifeCo
YouTube: @canadalifeca
X: @CanadaLifeCo
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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 C$288 billion in assets under administration as of December 31, 2025.
*Assets under management (AUM) as of December 31, 2025. This figure includes $59 billion in multi-asset and notional currency overlay mandates and $45 billion in 3rd party sub-advised assets. All figures expressed are in CAD.
LEARN MORE:
Website: www.cibc.com
LinkedIn:cibc-asset-management
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DESJARDINS INSURANCE
Desjardins Insurance offers a wide range of flexible life insurance, health insurance and retirement savings products and services. It is one of the top life insurance companies in Canada and a member of Desjardins Group, the leading cooperative financial group in Canada. Desjardins Insurance has been providing innovative services to individuals, groups and businesses for over a century. These services reflect Desjardins Insurance's commitment to employee well-being, as demonstrated by the initiatives and partnerships it has participated in over the years.
LEARN MORE:
Website: Solutions for groups and businesses - DFS - Desjardins Life Insurance
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
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MANULIFE
As part of Manulife Financial Corporation, a leading international financial services provider, Manulife Group Retirement is the market leader in Canada. With over 2 million plan members from organizations of all sizes and in every industry, we lead with industry expertise, a history of innovation, and breadth of experience. We help people save and invest for retirement–and the journey along the way. Our programs empower people to take charge of their finances, improve their financial wellness, and achieve their goals. With a 99%+ client retention rate, plan sponsors and financial advisors trust us to deliver real plan value and proven member experiences.
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.
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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 December 31, 2025, T. Rowe Price has CAD $ 2,437 billion1 in assets under management and serves clients in 60 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.
LEARN MORE:
Website: troweprice.com/Canada
LinkedIn: T. Rowe Price Canada
CONTACT INFORMATION:
Taylor Pidgeon, CFA
VP, Defined Contribution
Taylor.Pidgeon@troweprice.com
Mike Meligrigoris, CFA
VP, Institutional
Mike.Meligrigoris@troweprice.com
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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ECKLER
With origins going back to 1927, Eckler is one of Canada’s first actuarial practices. Our more than 400 employees, based in Canada and the Caribbean, have one job: to help you assess your risks and opportunities, and provide you with the solutions and insights you need. After more than 95 years of doing what we do best, we know how to keep you moving forward, unencumbered, so you can be the best at what you do, too.
An actuarial firm at our core, we have evolved by design into a fully integrated consulting practice, offering a complete range of employee benefit services including defined benefit consulting, defined contribution plan consulting, investment consulting, financial wellness, group benefits consulting, compensation consulting, communication consulting, and technology solutions.
LEARN MORE:
Website: Eckler.ca
LinkedIn: eckler-ltd
CONTACT INFORMATION:
Dianne Tamburro
Principal, Investment Consulting, CFA
dtamburro@eckler.ca
Phone: 1-416-696-3051
Irene Chan
Director, Financial Wellness and DC Consulting, MFin
ichan@eckler.ca
Phone: 1-416-696-4088
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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
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TELUS HEALTH
TELUS Health is a worldwide leader in comprehensive health and wellbeing solutions covering physical, mental, and financial wellness that address the most pressing issues facing people, healthcare professionals, employers, and employees globally.
As one of Canada’s largest providers of administrative solutions for retirement and savings plans with decades of experience developing innovative technologies, TELUS Health helps organizations adapt and thrive in complex environments. We are on a mission to become the most trusted wellbeing company in the world by building the healthiest communities and workplaces on the planet.
LEARN MORE:
Website: www.telus.com/en/health/employers/administration
LinkedIn: telus-health
X: @TELUSHealth
Facebook: telushealth
CONTACT INFORMATION:
Marketing: Maria Saha, Maria.Saha@telushealth.com
416 455-7803
Event attendee: Gabriela Jeffrey, gabriela.jeffrey@telushealth.com
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