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
Cortland Credit
Cortland Credit is a Canadian private debt manager specializing in senior secured asset-based loans to lower middle market businesses across Canada, the U.S., and Europe.
With a portfolio secured by working capital assets, Cortland offers institutional investors access to an underserved segment of the private credit market, delivering low correlation, strong collateral protection, and contractual yield.
Cortland operates a fully integrated, in-house credit platform with the capacity to directly underwrite, service, and monitor every loan—enabling real-time oversight and rapid intervention when needed. Our role as lender is to underwrite, monitor, and enforce credit based on real assets and contractual protections, not market forecasting. In an environment where many managers are navigating macro uncertainty with complexity, we believe that clarity of purpose and simplicity of design are long-term advantages. We focus on knowing our collateral, our borrowers, and our exit path, so we can deliver consistent value to our investors every single day. Backed by a 12-year track record of no losses, Cortland has earned a reputation as a trusted credit partner and a differentiated alternative in an increasingly crowded market.
Hazelview Investments
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. Hazelview manages 11.7 billion (CAD) in real estate assets, across private equity, private debt and public real estate securities. Hazelview’s $7.1 billion multi-residential platform is a diversified portfolio spanning all major markets in Canada that benefits from an integrated structure across investment, property and development management. With over 650 people working on the ground across the country, our property management team provides access to unique market insights which help inform the investment decision making process, enabling us to maximize value for every asset acquired.
Private Equity
Core Plus
Well-located properties with strong fundamentals and stabilized operations that continue to have attractive future growth potential.
Value Add
Assets with in-place cash flows at a discount to market that benefit from an active strategy focused on repositioning the asset and maximizing income.
Entitlement
Value creation realized through successful negotiation and granting of rezoning permits, monetized through the sale or development of the asset.
Development
Leveraging an in-house platform that includes broad development expertise and 25 years of property management experience to design and build future-proofed products that appeal to high-quality tenants.
Private Debt
Investments in mortgages secured by real property that generate higher yields relative to traditional mortgages due to the improved flexibility they provide to a real estate investor (shorter-duration, open-repayment privileges, greater proceeds).
Public Securities
Core
Investments in companies that own high-quality assets, have exposure to sectors with strong fundamentals and are run by high-quality management teams.
Focus
Investments companies seeking to take advantage of high-conviction real estate investment opportunities with outsized return potential.
Liquid Alternatives
A strategy that offers investors real estate price appreciation with reduced volatility.
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Website: hazelview.com
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Russell Investments
Russell Investments Canada Limited provides Canadian pension plans, endowments and foundations with capital market insights, manager research, portfolio construction and implementation services. With 40 years’ experience in Canada, we understand the pressures Canadian institutional investors face and can provide customized solutions for transition management, overlay services and currency management as well as investment outsourcing (OCIO).
Globally, we've worked with many of the world’s leading institutions providing everything from complete investment and implementation services to specific solutions that work alongside your own in-house capabilities.
Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has $484 billion in assets under management1 for clients in 30 countries. As a consultant to some of the world’s largest pools of capital, Russell Investments has $1.3 trillion in assets under advice, assets traded around $3 trillion and managed 105 transition events in 2024 through its Customized Portfolio Solutions team.2 Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world, including in Toronto, New York, London, Tokyo and Shanghai.
Figures represented in CAD. 1. As of 06/30/2025 2. As of 12/31/2024
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Website: www.russellinvestments.com
LinkedIn: Russell Investments
CONTACT INFORMATION:
Russell Investments
Email:cwright@russellinvestments.com
Phone:1-416-640-2482
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 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 June 30, 2025, T. Rowe Price has CAD 2,283.5 billion1 in assets under management (over 50% institutional) and serves clients in over 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:
Mike Meligrigoris, VP, Institutional
Mike.Meligrigoris@troweprice.com
Haley Pabla, Associate, Institutional Relationship Manager
Haley.Pabla@troweprice.com
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QV Investors
QV Investors is an independent, employee-owned asset and wealth management firm based in Calgary. For nearly 30 years, our disciplined, risk-managed approach to investing has protected and added value for Canadian pension funds, mutual funds, insurance companies, foundations, endowments, corporations and high-net-worth individuals.
QV stands for “Quality” and “Value”. This combination has performed well on the upside and, just as importantly, provided downside protection in challenging markets. We build portfolios of resilient companies that compound growth into the future while minimizing the risk of capital loss.
We manage seven pooled funds, which serve as models for our segregated accounts. Our offerings include Canadian and global small and large-cap equity, balanced and fixed income strategies.
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Website: www.qvinvestors.com
LinkedIn: QV Investors
CONTACT INFORMATION:
Darren Dansereau, Chief Executive Officer
Email: ddansereau@qvinvestors.com
Phone: 403-265-7007
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.
Lincluden is a Morguard Group owned company forming a Partnership in 2015 built on shared
values ands a commitment to long term performance.We’re proud to be recognized for our
disciplined investment approach and exceptional client service.
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
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Fidelity Canada
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:
David Shedd, Vice President Institutional Sales
Email: David.shedd@fidelity.ca
Jacques Doan, Vice President Institutional Sales
Email: Jacques.doan@fidelity.ca
Area One Farms
Area One Farms is Canada’s largest independent farmland investment manager. The firm manages over C$750 million of assets through five funds and over 200,000 acres of Canadian farmland. Area One partners with farmers to expand their farms, jointly acquiring and managing farmland. The firm delivers value to investors through annual crop-based income and long-term capital growth driven by land appreciation and improvement. Area One’s mandate delivers strong social and environmental impact outcomes, supporting farmers in achieving long-term land ownership while promoting regenerative farming practices.
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Website: www.areaonefarms.ca
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