Ste. 4440, 161 Bay St., Toronto, M5J 2S1

Contact: Chris Wright, head of Canadian business development
Tel: 647-726-1415
Email: christopher.wright@aberdeenstandard.com
Website: www.aberdeenstandard.com

Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for our clients. The investment needs of our clients are at the heart of what we do. We offer a comprehensive range of investment solutions, as well as the very highest level of service and support.

Ste. 210, 1140 Homer St., Vancouver, V6B 2X6

Contact: Chad Mallow, president and chief executive officer
Tel: 877-257-2038
Email: cmallow@acma.ca
Website: www.acma.ca

ACM is a fund manager focused on Canadian commercial term mortgages with over $3 billion in assets under management. Our conservative investment approach and our proven ability to assess, mitigate and price risk has resulted in a 25-plus year track record of successful performance.


800 René-Lévesque Blvd. W.,Montreal, H4B 1X9

Contact: José Yelle, director, vice-president, marketing and communications
Tel: 514-908-7910
Email: s.bergeron@addendacapital.com
Website: www.addendacapital.com

Addenda Capital is a solutions-driven, privately-owned investment management firm with more than $30 billion in assets under management. The firm aims to add value through deep fundamental analysis, active management, innovation, discipline and integrity.

66 Wellington St. W., Toronto, M5K 1E9

Contact: Oriana Dalla Benetta, vice-president, brand and creative services
Tel:
647-924-2709
Email: florence.narine@agf.com
Website: www.agf.com

Founded in 1957, AGF is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses focused on exceptional client experience.


27th floor, 161 Bay St., Brookfield Place, Toronto, M5J 2S1

Contact: Wendy Brodkin, managing director
Tel: 416-572-2534
Email: wendy.brodkin@alliancebernstein.com
Website: www.alliancebernstein.com

AllianceBernstein is a research-driven asset management firm with $643* billion in client AUM. We provide forward-looking perspective, independent research and investment discipline across all asset classes, leveraging our extensive global footprint — to help keep our clients ahead of tomorrow.

4500 Main St., Kansas City, Mo., 64111

Contact: Bret Young, head of North American institutional sales
Tel: 646-658-7835
Email: bret_young@americancentury.com
Website: www.americancentury.com

For more than 60 years, American Century Investments has focused on delivering superior, risk-adjusted performance and serving the best interests of clients worldwide. Globally located, the firm offers a broad range of equity and fixed income investment solutions, including ESG capabilities.


Ste. 2201, 120 Adelaide St. W., Toronto, M5M 1Z7

Contact:Tanya Bishop, senior vice-president, client service and business development; Eric Martin, senior vice-presidentTel: 646-658-7835
Email: tanya.bishop@amundi.com
Website: www.americancentury.com

Amundi, managing more than $2.5 trillion in AUM, offers our clients a complete range of investment solutions. With our research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.

875 E. Wisconsin Ave, Milwaukee, WI 53202

Contact: Christopher Krein, Head of Global Distribution
Tel: 646-823-2822
Email: christopher.krein@artisanpartners.com
Website: www.artisanpartners.com

Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals.


Ste. 4900, 100 King St. W., Toronto, M5X 2A2

Contact: Rahul Khasgiwale, investment director
Tel: 647-534-7860
Email: rahul.khasgiwale@avivainvestors.com
Website www.avivainvestors.com

Aviva Investors is a global asset manager with integrated expertise across all major asset classes. This, combined with our insurance heritage and investment capabilities, uniquely positions us to deliver the outcomes that matter most to today’s investor.

Ste. 1900, 130 King St. W., Toronto, M5X 1E3

Contact: Anthony Spagnolo, director, clients department
Tel: 416-505-5927
Email: anthony.spagnolo@bailliegifford.com
Website www.bailliegifford.com

Baillie Gifford is a long-term, active growth manager. We think in terms of years and decades and believe we must be different than the index to outperform. We seek to invest in successful growing businesses that enjoy sustainable competitive advantages.


Ste. 1200, 123 Front St. W., Toronto, M5J 2M2

Contact: Harold Lounds, director, global business development
Tel: 647-776-8199
Email: lounds@bcim.ca
Website: www.BCIM.ca

Black Creek builds unconstrained, high conviction portfolios of 25 to 35 global stocks. We think like long-term business owners. Once we identify companies that meet our criteria, we acquire them only when we believe that we have a differentiated view of the future of the business from the market.

25th floor, 161 Bay St., Toronto, M5J 2S1

Contact: Jeffrey Berman, managing director, head of Canadian institutional business
Tel: 212-810-5518
Email: jeffrey.berman@blackrock.com
Website: www.blackrock.com/ca

BlackRock manages more money than any other investment firm, based on US$6.96 trillion in AUM as of Sept. 30, 2019. As the largest independent asset manager across Canada, BlackRock’s clients range from large pension funds to single-family offices.


43rd floor, 100 King St. W., Toronto, M5X 1A1

Contact: Ross Kappele, head of distribution and client management
Tel: 416-359-5217
Email: ross.kappele@bmo.com
Website: www.bmo.com/gam/ca/institutional

At BMO we invest with a purpose — to boldly grow the good. Our focus is simple: to help our clients meet their investment goals, while also building a more sustainable and secure future for us all.

Ste. 305, 200 Wellington St. W., Toronto, M5V 3V7

Contact: Michael Parsons, vice-president, sales and marketing
Tel: 416-840-8019
Email: michael.parsons@bnymellon.com
Website: www.bnymellon.com

BNY Mellon Asset Management comprises multiple investment firms and world-class specialist asset managers who share experience managing investments across all asset classes.


Ste. 510, 141 Adelaide St., Toronto, M5H 3L5

Contact: Andrea Gruza, vice-president, capital markets
Tel: 416-309-4487
Email: agruza@bonnefield.com
Website: www.bonnefield.com

For over 10 years, Bonnefield has provided investors with exposure to the attractive investment characteristics of Canadian farmland. We target diversified returns from stable lease income and capital appreciation, which offer an infl ation and climate change hedge within a responsible ESG framework.

Ste. 550, 100 York Blvd., Richmond Hill, Ont., L4B 1J8

Contact: Patrick McCalmont, portfolio manager
Tel: 905-881-8853
Email: rusherjones@cansofunds.com
Website: www.cansofunds.com

Our investment process at Canso is focused on fundamental research and security selection. We manage more than $31 billion in institutional, pension, foundation and high-net-worth assets.


Ste. 1400, 18 York St., Toronto, M2J 2T8

Contact: Mike Meligrigoris, vice-president, business development
Tel: 514-840-4117
Email:
mike.meligrigoris@cibc.com
Website: www.cibc.com/ca/asset-management

Through dedication to thought leadership and management excellence, CIBC Asset Management delivers outstanding investment solutions. We establish strong working partnerships with our clients and collaborate closely to achieve investment goals..

60 Bloor Street W., Toronto, M4W 1J2

Contact:Catherine Jackman, senior institutional director
Tel: 416-645-8733
Email: cjackman@cidel.com
Website: www.cidelinstitutional.com

Cidel is an independent investment manager with more than 50 years working with institutions in Canada and abroad. Specialty areas are Canadian and global equity, Canadian fixed income (multi-faceted approach) and balanced. Our equity focus is on high-quality businesses with strong cash fl ows.


Ste. 1400, 130 King St. W., P.O. Box 240, Toronto, M5X 1C8

Contact: Brent Wilkins, senior vice-president, head of institutional sales, Canada
Tel: 416-364-5396
Email: bwilkins@cclgroup.com
Website: www.cclgroup.com

Connor, Clark & Lunn Financial Group is a multi-boutique asset management firm that provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. Our affiliates collectively manage over $77 billion in assets.

Ste. 1500, 1981 McGill College, Montreal, H4A 0H5

Contact: Michael Quigley, executive vice-president and global head of distribution
Tel: 514-954-3716
Email: mquigley@fieracapital.com
Website: www.fieracapital.com

Fiera Capital is a prominent Canadian investment management firm recognized for its excellence in portfolio management, innovative and personalized investment solutions and its ability to surpass client expectations.


Ste. 1400, 200 King St. W., Toronto, M5H 3T4

Contact: Bill Tsotsos, head of institutional, Canada
Tel: 416-957-6534
Email: bill.tsotsos@franklintempleton.ca
Website: www.franklintempleton.ca

Franklin Templeton focuses on delivering exceptional asset management with multiple, world-class investment teams offering specialized expertise across styles and asset classes, supported by the strength and resources of one of the world’s largest asset managers.

200 West Street, New York, NY 10282

Contact: Amy Brown, managing director, Canada institutional business
Tel: 212-357-5422
Email: amy.brown@gs.com
Website: www.gsam.com

Combining the resources of a large global firm with the focus of a specialist boutique, GSAM’s independent investment teams offer a broad range of competitive products across asset classes and regions. At September 30, 2020, AUS was C$2.48 trillion.


Ste. 3100, 199 Bay St., Commerce Court W., Toronto, M5L 1E8

Contact: Robin Lacey, head of institutional asset management
Tel: 416-947-4082
Email: rlacey@guardiancapital.com
Website: www.guardiancapital.com

Guardian Capital is an independent asset manager with diverse investment teams located in Toronto, the U.K. and the U.S. Since 1962, we have managed active investment strategies that span Canadian and foreign equities, fixed income, multi-asset solutions and alternative investments.

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Email: robert.martins@contexgroup.ca
Tel: 416-847-5142


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Ste. 5900, 100 King Street W., Toronto, M5X 1E4

Contact: Harry Marmer, executive vice-president and partner
Tel: 416-931-3945
Email: jdemendonca@hillsdaleinv.com
Website: www.hillsdaleinv.com

Hillsdale embraces the best of both fundamental and quantitative investment approaches.

Ste. 700, 120 Bloor St. E., Toronto, M4W 1B7

Contact: Michael Peck, senior vice-president, head of Canadian institutional investments
Tel: 416-324-7679
Email: michael.peck@invesco.com
Website: www.institutional.invesco.com

Invesco is a global, independent financial firm with a pure focus on investment management. Without competing pursuits, we aim to partner with clients to solve complex investment needs while providing a superior investment experience.


86 Avenue Rd., Toronto, M5R 2H2

Contact: Tim Regan, managing director
Tel: 416-927-7740
Email: tregan@kingwest.com
Website: www.kingwest.com

Kingwest & Company, an independent investment firm, has been actively managing institutional and high-net-worth clients since 1982. The firm has delivered superior returns investing in North American equities over seven market cycles by utilizing a consistent value-based investment process.

Ste. 2510, 1800 McGill College Ave., Montreal, H4A 3J6

Contact: Paul Vaillancourt, partner-director, investment services
Tel: 800-307-8557
Email: info@lba.ca
Website: www.lba.ca

Letko Brosseau is an independent investment manager founded in 1987. The firm manages assets for institutional investors and private clients. We take a disciplined, long-term view based on fundamental research, economic analysis and the deep industry expertise of our multi-disciplinary team.


201 City Centre Dr., Mississauga, Ont., L5B 2T4

Contact: Wayne Wilson, vice-president, marketing and client services
Tel: 905-273-3018
Email: wayne.wilson@lincluden.net
Website: www.lincluden.com

As value investors, we believe financial markets are efficient in the long run, but can be inefficient in the short and medium term. Our investment process focuses on identifying mispriced securities to create diversified client portfolios to outperform over time.

180 Queen St. W., Toronto, M5V 3K1

Contact: Mark Sack, vice-president, head of Canadian institutional business
Tel: 416-967-2151
Email: msack@mackenzieinvestments.com
Website: www.mackenzieinvestments.com

Mackenzie Investments is a leading diversified asset management solutions provider. Our experienced investment teams offer both fundamental and quantitative approaches with expertise across traditional and non-traditional asset classes, including alternatives, currency and multi-asset.


200 Bloor St. E., Toronto, M4W 1E5

Contact: Adam Neal, head of institutional distribution, Canada
Tel: 416-852-7498
Email: adam_neal@manulifeam.com
Website: www.manulifeim.com/institutional/ca/en

Helping investors realize the possibilities. We’re passionate about partnering with our clients to create investment solutions. We offer leading capabilities across asset categories, with entrepreneurial portfolio teams leveraging the deep local expertise of our investment professionals worldwide.

Ste. 550, 4 Embarcadero Center, San Francisco, Cali., 94111

Contact: Jonathan Schuman, global head of sales and client services
Tel: 415-954-4532
Email: institutional@matthewsasia.com
Website: www.matthewsasia.com/institutional

Since 1991, Matthews Asia has applied our high conviction, bottom-up, fundamental investment philosophy with a focus on long-term performance. We provide Canadian clients with equity and fixed income investment strategies for investing in Asia.


Ste. 600, 517-10th Ave. S.W., Calgary, T2R 0A8

Contact: Rob Campbell, institutional portfolio manager
Tel: 416-865-5297
Email: rcampbell@mawer.com
Website: www.mawer.com

Mawer is an independent investment manager that employs a disciplined, research-driven process and long-term view in the management of global portfolios.

35th fl oor, 77 King St. W., Toronto, M5K 1B7

Contact: Christine Girvan, senior managing director, head of Canadian distribution
Tel: 416-862-9800
Email: cgirvan@mfs.com
Website: www.mfs.com

MFS is a global, active investment manager with investment and industry professionals located in nine financial centres spanning five continents. MFS offers a broad range of investment solutions across multiple geographies and asset classes, serving institutional investors and consultants.


6th Floor, 79 Wellington St. W., Toronto, M5K 1N9

Contact: Stephen Foote, managing director, sales
Tel: 416-477-6164
Email: stephen.foote@northleafcapital.com
Website: www.northleafcapital.com

Northleaf Capital Partners is a global private markets investment firm with US$14 billion in private equity, private credit and infrastructure commitments under management on behalf of public, corporate and multi-employer pension plans, endowments, foundations and financial institutions.

c/o Orbis Investment Advisory (Canada) Ltd.,
Ste. 2600, 4710 Kingsway, Metrotower I, Burnaby, B.C., V5H 4M2

Contact: Chris Horwood, investment counsellor
Tel: 778-331-3074
Email: chris.horwood@orbis.com
Website: www.orbis.com

Orbis is an independent investment manager with more than 30 years of experience picking global equities from the bottom up, following a fundamental, long-term and contrarian investment philosophy.


Ste. 3100, 1000 de la Gauchetière W., Montreal, H4B 4W5

Contact: Gian Carlo Siracusa, senior business development manager
Tel: 514-350-6255
Email: gsiracusa@pictet.com
Website: www.am.pictet

We believe in active management with a strong focus on valuation across equity, credit, sovereign debt and currencies. As a multi-boutique firm, we embrace a variety of investment styles and philosophies, allowing our teams to implement the best approach for their respective asset classes.

Ste. 830, 33 Yonge St., Toronto, M5E 1G4

Contact: Taras Klymenko, head of institutional business
Tel: 416-955-4845
Email: tklymenko@pictonmahoney.com
Website: www.pictonmahoney.com

Our founding portfolio managers believe in the same investment philosophy and rely on the same disciplined, consistent and repeatable momentum-based investment process when constructing and managing our clients’ portfolios.


Ste. 2050, 199 Bay St., Toronto, M5L 1G2

Contact:Patrice Denis, executive vice-president, account manager
Tel: 514-989-3187
Email: patrice.denis@pimco.com
Website: www.pimco.ca

PIMCO is a global investment management firm with a singular focus on preserving and enhancing investors’ assets. Our mission is grounded in an investment process designed to apply rigorous analysis identifying investment opportunities and risks.

401 Bay St., Toronto, M5H 2Y4

Contact: Areef Hack, associate director, business development and investor relations
Tel: 416-369-4464
Email: ahack@polaramp.com
Website: www.polaramp.com

Polar is a multi-strategy organization with a focus on investment strategies that are arbitrage-oriented and exhibit an absolute return profile. We manage $7.1 billion on behalf of institutions, wealth managers and individual investors.


Ste. 4510, 100 King St. W., Toronto, M5X 1E4

Contact: Andrew Kitchen, managing director, institutional Canada
Tel: 416-640-2482
Email: akitchen@russellinvestments.com
Website: russellinvestments.com/ca

Russell Investments helps Canadian institutions, pension plans, endowments and foundations achieve their outcomes with customized solutions for investment management, transition management, overlay services, currency management and investment outsourcing.

Ste. 2810, 130 King St. W., Toronto, M5X 1E3

Contact: Dexton Blackstock, managing director, head of business development
Tel: 416-847-6399
Email: dblackstock@seic.com
Website: https://seic.com/en-ca

Pioneering innovative asset management techniques for institutional investors since 1983, SEI offers integrated, globally diversified investment management strategies and strategic advice solutions to help organizations achieve their goals and fulfill fiduciary responsibilities.


Ste. 1600, 8 King St. E., Toronto, M5C 1B5

Contact: Rose Cammareri, vice-president, relationship management
Tel: 416-203-8874
Email: rose.cammareri@sionna.ca
Website: www.sionna.ca

Sionna Investment Managers is an independent, privately owned investment management firm that manages assets on behalf of institutional and private clients. The firm strives to provide downside protection and deliver long-term, above-average returns by applying a disciplined value approach.

Ste. 1100, 1 York St., Toronto, M5J 0B6

Contact: Heather Wolfe, head of Canadian business development
Tel: 416-408-7834
Email: heather.wolfe@SLCManagement.com
Website: www.slcmanagement.com

We believe experienced investment teams can achieve excess return on a risk-adjusted basis in public and private and asset classes. Our investment process is focused on rigorous analysis and disciplined deal structuring which can lead to superior returns over the long term.


161 Bay St., TD Canada Trust Tower, Toronto, M5J 2T2

Contact: Mark Cestnik, managing director, head of institutional distribution
Tel: 416-983-7083
Email: mark.cestnik@tdam.com
Website: www.tdaminstitutional.com

We take a collaborative team-based approach that focuses on solving investors’ most important challenges and employs an exhaustive risk management discipline. We offer fundamental, quantitative and passive portfolio management, as well as alternatives and multi-discipline solutions. The firm also offers customizable services such as currency overlay, hedging, bond overlay, asset mix rebalancing and liability-driven investment solutions.

Ste. 2000, 1800 McGill College Ave., Montreal, H4A 3J6

Contact: Jean-François Milette, global head, client solutions
Tel: 514-701-9884
Email: jfmilette@transcanadacapital.com
Website: www.transcanadacapital.com

The Trans-Canada Capital team has been managing assets through sophisticated strategies focusing on alpha generation in a rigorous, risk-controlled framework since 2009. TCC manages over $23 billion, offering a range of innovative solutions and specializing in non-traditional investment strategies.


Ste. 2520, 900 de Maisonneuve W. Blvd., Montreal, H4A 0A8

Contact: Nathalie Nowlan, vice-president, client relationships
Tel: 514-906-0667, ext. 247
Email: nnowlan@triasima.com
Website: www.triasima.com

A Canadian investment management firm with a diversi ed clientele, Triasima Portfolio Management is known for its three-pillar approach that combines fundamental, quantitative and trend analyses in a rigorous, yet innovative, investment process.

38th floor, 1540 Broadway, New York, NY, 10036

Contact: Victor Schraner, director, institutional clients, Canada
Tel: 212-804-9300
Email: victor.schraner@vontobel.com
Website: www.vontobel.com/am

An active asset manager with global reach and a multi-boutique approach, Vontobel’s boutiques draw on specialized investment talent, a strong performance culture and robust risk management. Our commitment to active management empowers us to invest on the basis of our convictions.


18th Floor, 130 King St. W., Exchange Tower, Toronto, M5V 1E3

Contact: Alan Matijas, director of Canada, managing director
Tel: 416-847-1350
Email: ajmatijas@wellington.com
Website: www.wellington.com/canada

We offer comprehensive investment management capabilities that span nearly all segments of global capital markets. As a private firm whose sole business is investment management, our long-term view and interests are aligned with those of our clients.

Ste. 1901, 125 High St., Boston, Mass., 02110

Contact: Jason R. Stefanelli, director, Canada
Tel: 617-784-5662
Email: jstefanelli@williamblair.com
Website: www.williamblair.com

William Blair believes that an integrated investment platform directed towards identifying companies with strong corporate performance will drive superior long-term investment returns. As fundamental investors, sustainable value creation underpins everything we do.


Is your company missing from this directory?

Contact: Robert Martins
Email: robert.martins@contexgroup.ca
Tel: 416-847-5142

Visit the online directory at www.benefitscanada.com/directories