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

Contact: Chris Wright, head of Canadian business development
Tel: 416-777-5570
Email: christopher.wright@abrdn.com
Website: abrdn.com

The foundations for our core investment beliefs for all investment capabilities are:
• Active investing can generate robust long-term performance;
• A team-based ethos is central;
• ESG embedded within the investment approach; and
• Managers should leverage their expertise across investment capabilities.

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

AB is one of the largest global investment managers in the world, with $738 billion in AUM. We provide forward-looking perspectives, independent research and investment discipline across all asset classes, leveraging our extensive global footprint. We are fully invested in delivering better outcomes.


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

Contact: Tanya Bishop, senior vice-president business development
Tel:
647-201-4225
Email: tanya.bishop@amundi.com
Website: amundi.ca

Amundi, among the top 10 global players, manages more than $2.5 trillion in AUM and offers its clients a complete range of investment solutions. With its research capabilities and a long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.

Ste. 4900, 100 King St. W.,Toronto, M5X 2A1

Contact: Andrew Marshall, head of Canadian sales
Tel:
416-573-5354
Email: andrew.marshall@avivainvestors.com
Website: avivainvestors.com/en-ca/

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 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: Simone Edwards, director, sales and consultant relations
Tel: 416-304-9521
Email: edwards@bcim.ca
Website: bcim.ca

Black Creek builds unconstrained, highconviction 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 we have a differentiated view of the future of the business from the market.


Ste. 2500, 161 Bay St, Toronto, M5J 2S1

Contact: Jeffrey Berman, managing director, head of Canadian institutional business
Tel: 416-358-2555
Email: jeffrey.berman@blackrock.com
Website: blackrock.com/ca

Our goal is simple — we want to help more and more people experience financial well-being. Our team of 100-plus employees in Canada are committed to serving Canadians through a full range of investment and technology solutions for institutions, financial professionals and individuals.

Ste. 601, One York St., Toronto, M5J 0B6

Contact: Michael Parsons, vice-president, institutional sales
Tel: 416-775-5890
Email: michael.parsons@bnymellon.com
Website: bnymellon.com

BNY Mellon Investment Management is a leading investment manager with $2.3 trillion in AUM. The firm brings to clients specialized expertise from eight investment managers offering solutions across every major asset class, backed by the strength, stability and global presence of BNY Mellon.


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

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

Our investment process at Canso is focused on fundamental research and security selection. We are managing more than $38 billion in institutional, pension, foundation and high-networth assets, as at Sept. 30, 2021.

Ste. 3730, 181 Bay St.,Toronto, M5J 2T3

Contact: Kevin Martino, vice-president
Tel: 416-815-2128
Email: kevin.martino@capgroup.com
Website: capitalgroup.com/ca/

Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.


22nd floor, 161 Bay St., Toronto, M5J 2S1

Contact: Carlo DiLalla, managing director and head, institutional asset management
Tel: 416-980-2768
Email:
carlo.dilalla@cibc.com
Website: cibcam-institutional.com

CIBC Asset Management is the asset management subsidiary of CIBC. Dedicated to being the leader in client relationships, we provide a range of high-quality investment management services and solutions to retail and institutional investors.

15 York St., Toronto, M5J 0A3

Contact: Bradley R. Hicks, senior vice president, head of institutional
Tel: 1-800-792-9355
Email: sloriot@ci.com
Website: ci.com

CI Global Asset Management is one of Canada’s largest asset managers and investment fund companies with strong market share and a diverse product lineup that includes mutual funds, exchange-traded funds and alternatives.


9th floor, 60 Bloor St W.,Toronto, M4W 1J2

Contact: Catherine Jackman, head of institutional sales, portfolio manager
Tel: 416-645-8733
Email: cjackman@cidel.com
Website: cidelinstitutional.com

Cidel is an independent, Canadian-based global asset manager with five decades of experience serving institutions. Our capabilities include equities, fixed income and multi-asset. We combine the scale and capability of a large asset manager with the continuity and service commitment of a boutique firm.

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

Contact: Frederick Chenel, senior vice president and head of Canadian institutional distribution
Tel: 514-954-3792
Email: fchenel@fieracapital.com
Website: fieracapital.com

Fiera Capital is a prominent Canadian investment management firm recognized for its customized solutions across public and private market asset classes. We strive to be at the forefront of investment management science and are passionate about creating sustainable investment success for our clients.


Ste. 2600, 1 Adelaide St. E., Toronto, M5C 2V9

Contact: Kimberley Woolverton, executive vice-president, head of distribution
Tel: 416-848-1936
Email: kwoolverton@foyston.com
Website: foyston.com

FGP applies a bottom-up, value-oriented approach to managing fixed income and Canadian and global equities. Our philosophy revolves around two long-standing core concepts — quality and value. We strive to invest in high-quality companies or corporate bonds with cheaper valuations than the market.

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

Contact: Duane Green, president and chief executive officer
Tel: 416-957-6165
Email: duane.green@franklintempleton.ca
Website: franklintempleton.ca/en-ca/ institutional/

Franklin Templeton delivers exceptional asset management with multiple 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 with global AUM of $US 1.6 trillion at Aug. 31, 2021.


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


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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: institutional.invesco.ca

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.

Ste. 3100, 20 Queen St. W., Toronto, M5H 3R3

Contact: Paul Rolston, co-head, institutional management
Tel: 416-363-7417
Email: prolston@jflglobal.com
Website: www.jflglobal.com

Jarislowsky Fraser offers a consultative approach to providing bespoke solutions that meet the diverse needs of institutional investors. We have a longstanding commitment to quality investing and the advancement of good governance and sustainable investing. The strength of our team lies in the depth of our fundamental research to identify global leaders that can provide stable long-term growth. The integration of environmental, social and governance (ESG) factors is intrinsic to our investment process and an important component in our assessment of quality investments.


Ste. 1500, 400 Burrard St., Vancouver, V6C 3A6

Contact: Ben Homsy, vice president, portfolio manager
Tel: 604-683-3391
Email: benh@leithwheeler.com
Website: leithwheeler.com

Leith Wheeler is one of Canada’s leading independent investment managers with >$20 billion in AUM. We employ a value-based investment philosophy and offer investment strategies and solutions across all major equity and fixed income markets, as well as multi-asset and balanced solutions.

Ste. 201, 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: lincluden.com

Founded in 1982, Lincluden Investment Management is a Canadian-owned boutique investment management firm. We adhere to a rigorous value-based investment process and discipline across a range of equity, fixed income, real estate and balanced portfolios for both institutional and retail clients.


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

Contact: Mark Sack, vice-president, institutional investments
Tel: 416-994-0454
Email: msack@mackenzieinvestments.com
Website: mackenzieinvestments.com

Founded in 1967, Mackenzie Investments is a leading Canadian global asset manager, headquartered in Toronto with international investment teams around the globe. Mackenzie offers both fundamental and quantitative approaches with expertise across traditional and non-traditional asset classes.

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

Contact: Mark Timm, director, Canadian institutional marketing
Tel: 416-529-5411
Email: mark_timm@manulifeam.com
Website: 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. 600, 517 10 Ave SW, Centre 10., Calgary, T2R 0A8

Contact: Joanna Crozier, head of marketing and communications
Tel: 403-267-1964
Email: jcrozier@mawer.com
Website: www.mawer.com

Founded in 1974, Mawer Investment Management Ltd. is a privately owned, independent investment firm, managing assets for individual and institutional investors across all major asset classes. We employ over 200 people in Calgary, Toronto, the U.S., and Singapore.

For over 45 years, we have provided investment management for our clients using our “boring” investment approach. This approach has helped our clients safely and profitably navigate the investing landscape over many economic cycles. Our mission is to be our clients’ most trusted investment manager by delivering long-term investment excellence, building strong client partnerships, and making a commitment to do the right thing—always.  

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

Contact: Stéphane Amara, managing director, sales — Canada
Tel: 416-361-2273
Email: samara@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.


65 E. 55th St., New York, NY, 10022

Contact: Katherine Tweedie, country head, Canada
Tel: 917-206-5152
Email: katherine.tweedie@ninetyone.com
Website: ninetyone.com/en/canada

Founded in South Africa in 1991, Ninety One has deep roots in emerging and frontier markets. With three decades of organic growth, we manage more than US$190 billion on behalf of our clients. Ninety One has developed trusted partnerships with investors around the world, including a growing number of Canadian public and corporate pension plans and endowments.

Ste. 1910, 145 King St. W., Toronto, M5H 1J8

Contact: David Lester, senior vice-president
Tel: 416-843-3165
Email: david.lester@ntrs.com
Website: northerntrust.com

Northern Trust helps investors navigate changing market environments so they can realize their long-term objectives. We combine robust capital markets research, expert portfolio construction and comprehensive risk management to deliver innovative solutions and targeted investment outcomes.


6th floor, 79 Wellington St. W., Toronto, M5K 1N09

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

Northleaf is a global private markets investment firm focused on mid-market companies and assets. With more than $18 billion in capital commitments raised to date, Northleaf has a successful long-term track record as a principal investor in private equity, private credit and infrastructure globally.

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: orbis.com

Orbis is an independent investment manager with more than 30 years of experience picking global equities following a fundamental, longterm, contrarian investment philosophy. To support close alignment of interest with clients, we charge a unique refundable performance fee and co-invest alongside clients.


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

Contact: Bill Tsotsos, managing director, institutional relationship group (Canada)
Tel: 416-918-6368
Email: william.tsotsos@pgim.comm
Website: pgim.com

A top-10 manager globally, with $1.5 trillion in assets under management, PGIM delivers customized investment services to institutional investors across a broad range of public and private asset classes, including fixed income, equities, real estate and alternatives to help our clients achieve their investment objectives.

Ste. 3100, 1000 de la Gauchetière W., Montreal, H3B 4W5

Contact: François Forget, head of distribution — Canada, and Gian Carlo Siracusa, senior business development manager
Tel: 514-350-6217 or 514-350-6255
Email: fforget@pictet.com
Website: am.pictet

Pictet believes 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. 2200, 1751 Richardson St., Montreal, H3K 1G6

Contact: David Star, president and chief executive officer
Tel: 514-397-4027
Email: davidstar@pier21am.com
Website: pier21am.com/

Since 2005, Pier 21 is an investment management firm with approximately $7 billion in AUM. We search the globe to develop exclusive partnerships with select external managers that we offer to the Canadian institutional market. We specialize in global, EAFE and emerging markets of various styles.

Ste. 3100, 130 Adelaide St. W., P.O. Box 109, Toronto, M5H 3P5

Contact: Pat Leo, vice-president, longevity retirement solutions
Tel: 647-482-3286
Email: patl@purposeinvest.com
Website: purposeinvest.com and retirewithlongevity.com

Purpose Investments is an asset management company with more than $14 billion in assets under management. Purpose has an unrelenting focus on client-centric innovation, offering a range of managed and quantitative investment products, including the Longevity Pension Fund.


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.

190 Simcoe St., Toronto, M5T 2W5

Contact: Rocco Vessio, director, business development, Canada
Tel: 647-823-4813
Email: rocco.vessio@setanta-asset.com
Website: setanta-asset.com

Working with and managing assets for Canadian investors since 2003. Setanta Asset Management Ltd. is an independent global asset manager applying a long-term, fundamental, quality, value-driven style with a strong track record in global equity, EAFE equity, global SRI and global dividend.


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

Contact: Heather Wolfe, senior managing director, 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.

Ste. 1300, 181 University Ave., Toronto, M5H 3M7

Contact: Tasleem Jamal, vice-president, head of marketing and client services
Tel: 416-363-5854
Email: tjamal@sprucegrove.ca
Website: sprucegrove.ca

Sprucegrove’s primary objective is to provide clients with above-average investment performance and superior service over the long-term in the area of global equities. Our greatest strengths are our people, our investment philosophy and the long-term disciplined application of this approach.


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, H3A 3J6

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

Trans-Canada Capital is an innovative asset management firm specializing in non-traditional investment strategies for institutional investors. With more than $30 billion in AUM, more than 85 professionals and a complete range of solutions, TCC is well-positioned to meet the needs of investors.


Ste. 1005, 1130 Sherbrooke St. W., Montreal, H3A 2M8

Contact: Patrick Lamontagne, chief operating officer
Tel: 514-798-3201
Email: plamontagne@vbassociates.com
Website: vbassociates.com

Established in 1991, Van Berkom specializes in Canadian, U.S., Asia and global small-cap equities. We manage stock portfolios for North American pension funds, corporations, foundations and endowment funds.

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

Contact: Victor Schraner, director, institutional clients — Canada
Tel: 212-804-9361
Email: victor.schraner@vontobel.com
Website: vontobel.com/am

Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Drawing on specialized investment talent and a strong performance culture, each of our boutiques strives to deliver a market-leading offering in their respective asset classes.


118th floor, 130 King St. W., Toronto, M5X 1E3

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

As a global manager with a singular focus on investment management, we believe our greatest value comes from being able to partner and evolve with our clients across all types of market environments. Our goal is to bring the full breadth of our global resources and investment capabilities to Canadian institutional investors. With a dedicated team embedded in the community and partnering with colleagues around the world, we are committed to helping our Canadian clients achieve and exceed their objectives.

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