AllianceBernstein
Ste. 1203, 200 Bay St., North Tower,
Toronto, M5J 2J2
CONTACT: Wendy Brodkin, managing director
TEL: 647-375-2803
EMAIL: wendy.brodkin@alliancebernstein.com
WEBSITE: alliancebernstein.com
INVESTMENT PHILOSOPHY: AB is one of the largest global investment managers
in the world. 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.
AlphaFixe Capital
Ste. 2420, 1800 McGill College Ave.,
Montreal, H3A 3J6
CONTACT: Stéphane Corriveau, president, managing director
TEL: 514-861-3493
EMAIL: s.corriveau@alphafixe.com
WEBSITE: alphafixe.com
INVESTMENT PHILOSOPHY: AlphaFixe’s
investment philosophy relies on a rigorous risk
management process and the integration of ESG
factors. The emphasis on capital preservation,
our long-term horizon and the desire to align
our investment decisions with our values
encourages us to favour companies that are
concerned about their environmental and social
impact. Indeed, we believe the responsible
corporate behaviour of companies towards ESG
factors has the potential to improve long-term
financial performance.
Amundi Canada Inc.
Ste. 1920, 2000 McGill College Ave.,
Montreal, H3A 3H3
CONTACT: Tanya Bishop, senior vice-president
TEL: 647-201-4225
EMAIL: tanya.bishop@amundi.com
WEBSITE: amundi.ca
INVESTMENT PHILOSOPHY: Among the top 10 largest asset managers
worldwide, our European perspective on global
markets sets us apart among the major asset
managers operating in Canada. With offices
in Toronto and Montreal, we provide tailormade
or open-ended strategies in all asset
classes: equities, bonds, FX, multi-asset and
more, through active or passive strategies, in
developed and emerging markets. In addition,
our long -lasting commitment towards ESG
investing provides an internationally recognized
expertise.
BGO
Ste. 1100, 1 York Street,
Toronto, M5J 0B6
CONTACT: Yvonne Davidson, principal
TEL: 416-681-3414
EMAIL: yvonne.davidson@bgo.com
WEBSITE: bgo.com
INVESTMENT PHILOSOPHY: BGO is a leading
global real estate investment management
advisor and a provider of real estate services.
BGO serves the interests of more than 750
institutional clients with expertise in the asset
management of real estate across the globe
with deep, local knowledge, experience and
extensive networks in the regions where we
invest in and manage real estate assets on
behalf of our clients.
Burgundy Asset Management Ltd.
Ste. 4510, 181 Bay St.,
Toronto, M5J 2T3
CONTACT: Mike Sandrasagra, vice-president, head, Canadian institutional group
TEL: 416-869-8980
EMAIL: msandrasagra@burgundyasset.com
WEBSITE: burgundyasset.com
INVESTMENT PHILOSOPHY: Burgundy Asset
Management is a global investment manager
providing discretionary investment management
for private clients, foundations, endowments,
pensions and family offices. Since 1990,
we have built portfolios that are concentrated,
active and invested in quality companies. Over
the past 30 years, our regional investment teams,
sector-agnostic approach and employeeownership
have led us to think independently
and achieve strong long-term results for our
clients.
BMO Global Asset Management
100 King St. W.,
Toronto, M5X 1A1
CONTACT: Samantha Cleyn, managing director, head, institutional sales and service
TEL: 514-862-2653
EMAIL: samantha.cleyn@bmo.ca
WEBSITE: bmogam.com
INVESTMENT PHILOSOPHY: We believe in long-term investing, combined with a willingness
to act on short-term dislocations. We are
also committed to demonstrating leadership in
our approach to developing innovative investment
solution. To accomplish this, we offer an
unwavering commitment to excellence, integ
rity and service quality and draw on the skills
and expertise of highly-experienced teams
that encompass traditional asset classes (equities
and fixed income) and non-traditional
alternatives.
Canso Investment Counsel Ltd.
Ste. 550, 100 York Blvd.,
Richmond Hill, Ont., L4B 1J8
CONTACT: Patrick McCalmont, chief strategy, operating officer
TEL: 905-881-8853
EMAIL: pmccalmont@cansofunds.com
WEBSITE: cansofunds.com
INVESTMENT PHILOSOPHY: Our investment
process at Canso is focused on fundamental
research and security selection. We manage
more than $39 billion in institutional, pension,
foundation and high-net-worth assets, as at
Sept. 30, 2023.
Capital Group Canada
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
INVESTMENT PHILOSOPHY: 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.
CIBC Asset Management Inc.
22nd floor, 161 Bay St.,
Toronto, M5J 2S1
CONTACT: Carlo DiLalla, managing director, head, institutional asset management
TEL: 416-980-2768
EMAIL: carlo.dilalla@cibc.com
WEBSITE: cibcam-institutional.com
INVESTMENT PHILOSOPHY: 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.
CI Global Asset Management
15 York St.,
Toronto, M5J 0A3
CONTACT: Jennifer Sinopoli, Executive Vice-President, Head of Distribution
TEL: 416-681-7734
EMAIL: jsinopoli@ci.com
WEBSITE: ci.com
INVESTMENT PHILOSOPHY: CI Global Asset
Management’s strengths come from our worldleading
lineup of portfolio managers and the
range of expertise they provide. Each team is
empowered to think independently and are held
accountable for the results they achieve. They
share their insights, expertise and research
in order to bring the full scale and intellectual
capital of CI GAM to benefit each and every
client. An active approach is taken to deliver
the best possible outcomes to all investors.
Connor, Clark & Lunn Financial Group
Ste. 1400, 130 King St. W.,
Toronto, M5X 1C8
CONTACT: Brent Wilkins, senior vice-president,
head, institutional sales, Canada
TEL: 416-364-5396
EMAIL: bwilkins@cclgroup.com
WEBSITE: cclfg.cclgroup.com
INVESTMENT PHILOSOPHY: Connor, Clark
& Lunn Financial Group is a multi-boutique
asset management firm that provides a broad
range of distinct and independently managed
investment products and services to individual
and institutional investors through a diverse
family of affiliates.
Desjardins Global Asset Management
1, Complexe Desjardins, 20th Floor South Tower,
Montreal, Quebec, Canada H5B 1B2
CONTACT: Natalie Bisaillon, Vice-president & Chief of Partnerships & Institutional Client Relations
TEL: 514-214-5742
EMAIL: natalie.bisaillon@desjardins.com
WEBSITE: www.dgam.ca
INVESTMENT PHILOSOPHY: DGAM is one of Canada's largest asset managers with diversified in-house expertise. We are known for our ability to design tailored solutions and build robust portfolios across several asset classes, vehicles and investment styles. Our approach relies on agile and rigorous investment processes that consider the specific requirements of each investor, adapt to market environments, and integrate the best responsible investment practices. DGAM provides a distinctive client experience by leveraging a collaborative, innovative and result-driven culture.
Equiton Inc.
Ste. 1800, 333 Bay St., Toronto
CONTACT: Aaron Pittman, senior vice-president, head, Canadian institutional investments
TEL: 416-758-8700, ext. 119
EMAIL: apittman@equiton.com
WEBSITE: equiton.com/institutional-investors
INVESTMENT PHILOSOPHY: We believe achieving success in private real estate investing
requires a multifaceted perspective. Extensive
knowledge of local markets, fundamentally
grounded due diligence and valuation process
and an ongoing commitment to post-acquisition
property management are some of the tenets
that underpin our approach. Portfolios are
constructed with a risk-adjusted return profile
objective of capital preservation coupled with
income and growth potential across, markets
and economic cycles.
Fiera Capital
1981 McGill College,
Montreal, H3A 0H5
CONTACT: Krista McLeod, head, client relations
TEL: 514-954-3300
EMAIL: kmcleod@fieracapital.com
WEBSITE: fieracapital.com
INVESTMENT PHILOSOPHY: Fiera Capital is
an independent asset management firm with
a growing global presence and approximately
$164.2 billion in AUM as at June 30, 2023.
We deliver customized multi-asset solutions
across public and private market asset classes
to institutional, financial intermediary and
private wealth clients across North America,
Europe and key markets in Asia. We strive to
be at the forefront of investment-management
science and we are passionate about creating
sustainable wealth for clients.
Foyston, Gordon & Payne Inc.
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
INVESTMENT PHILOSOPHY: 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.
Guardian Capital LP
Ste. 2700, 199 Bay St.,
Toronto, M5L 1E8
CONTACT: Robin Lacey, head, institutional asset management
TEL: 416-947-4082
EMAIL: rlacey@guardiancapital.com
WEBSITE: guardiancapital.com
INVESTMENT PHILOSOPHY: Guardian Capital
LP is manager and portfolio manager of the
Guardian Capital Funds and Guardian Capital
ETFs, with capabilities that span a range of
asset classes, geographic regions and specialty
mandates. Additionally, GCLP manages portfolios
for institutional clients such as defined benefit
and defined contribution pension plans, insurance
companies, foundations, endowments
and investment funds. GCLP is a wholly owned
subsidiary of Guardian Capital Group Ltd.
Hazelview Investments Inc.
2nd floor, 1133 Yonge St.,
Toronto, M6P 2S1
CONTACT: Carrie Morris, managing partner, head, real estate
TEL: 888-949-8439
EMAIL: cmorris@hazelview.com
WEBSITE: hazelview.com
INVESTMENT PHILOSOPHY: 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. The
company employs a global investment and asset
management team of more than 80 people in
its offices in Toronto, New York, Hong Kong and
Hamburg and manages 12.3 billion in real estate
assets.
Hillsdale Investment Management Inc.
Ste. 5900, 100 King St. W.,
Toronto, M5X 1E4
CONTACT: Harry Marmer – Executive Vice President, Partner
TEL: 416-913-3907
EMAIL: hmarmer@hillsdaleinv.com
WEBSITE: hillsdaleinv.com
INVESTMENT PHILOSOPHY: Hillsdale is committed to achieving investment excellence
by producing the highest quality investment
strategies and providing exceptional client
service. This mission pervades everything we do,
from professional hiring to investment research,
implementation and strategy evaluation. We
combine the best of fundamental thinking,
tested through a proven, rigorous, quantitative
methodology, continuously evaluated relative to
expectations to validate strategy quality.
Lincluden Investment Management Ltd.
Ste. 201, 201 City Centre Dr.,
Mississauga, Ont., L5B 2T4
CONTACT: Wayne Wilson, vice-president
TEL: 905-273-3018
EMAIL: wayne.wilson@lincluden.net
WEBSITE: lincluden.com
INVESTMENT PHILOSOPHY: Founded in 1982, Lincluden is a Canadian owned and operated
boutique investment management firm. We
employ value-based investment principles across
a range of equity, fixed income, real estate and
balanced portfolios. Our clients include pensions,
unions, foundations and high net worth. We invest
with a long-term focus, perform our own
research and follow a strict price discipline when
buying and selling securities offering potential
for greater capital appreciation and protects
capital in down markets.
Mackenzie Investments
180 Queen St. W.,
Toronto, M5V 3K1
CONTACT: Gregory Hourigan, head, Canadian institutional sales
TEL: 437-677-0797
EMAIL: greg.hourigan@mackenzieinvestments.com
WEBSITE: mackenzieinvestments.com
INVESTMENT PHILOSOPHY: Mackenzie Investments is headquartered in Toronto with
international investment teams in Boston, Dublin
and Hong Kong. Our investment management
organization delivers its investment offerings
through a multi-boutique structure with
independent in-house investment teams that
each have a distinct focus and investment
approach. This boutique approach promotes
diversification of styles and ideas and provides
Mackenzie with a breadth of capabilities.
Manulife Investment Management
5th floor, 200 Bloor St. E., North Tower,
Toronto, M4W 1E5
CONTACT: Jennifer Lundmark, head, North America institutional
TEL: 416-926-3000
EMAIL: jlundmark@manulife.com
WEBSITE: manulifeim.com
INVESTMENT PHILOSOPHY: Manulife
Investment Management is the global asset
management arm of Manulife, tracing its roots
and investment management experience back
to the 1800s. Manulife Investment Management
and affiliates provide comprehensive asset
management solutions for investors. This investment
expertise extends across a broad
range of public and private asset classes, as
well as asset allocation solutions.
MFS Investment Management
35th floor, 77 King St. W.,
Toronto, M5K 1B7
CONTACT: Christine Girvan, senior managing director, head, Canadian distribution
TEL: 416-361-7273
EMAIL: cgirvan@mfs.com
WEBSITE: mfs.com
INVESTMENT PHILOSOPHY: For nearly a century, MFS has aligned our active investment
approach and how we serve clients with a sole
purpose: to create long-term value responsibly.
Through that sense of responsibility and the
strength of our investment platform, we strive
to protect our investors’ assets and our clients’
reputations. MFS offers an array of institutional
strategies and vehicles including separate
accounts and pooled funds.
Pictet Asset Management
Ste. 3100, 1000 de la Gauchetière W.,
Montreal, H3B 4W5
CONTACT: François Forget, head of distribution, Canada
TEL: 514-518-8587
EMAIL: fforget@pictet.com
WEBSITE: am.pictet
INVESTMENT PHILOSOPHY: A global leader in environmental and sustainable strategies,
responsibility is central to our way of thinking.
A pioneer of thematic equity strategies in the
1990s, we are at the forefront of our industry
in incorporating ESG issues into our investment
approaches, actively exercising our rights as
investors and engaging with the wider industry.
We believe in the pre-eminence of active manager
skill and, as a multi-boutique firm, we offer
a range of equity, fixed income and alternative
products.
Picton Mahoney Asset Management
Ste. 830, 33 Yonge St.,
Toronto, M5E 1G4
CONTACT: Taras Klymenko, partner, managing director, head, institutional business
TEL: 416-955-4845
EMAIL: tklymenko@pictonmahoney.com
WEBSITE: pictonmahoney.com/
INVESTMENT PHILOSOPHY: Picton Mahoney
Asset Management’s investment philosophy
is firmly rooted in the belief that fundamental
change is the core driver of security performance.
We believe investment success is predicated
on the right blend of art and science. Our
rigorous fundamental research is combined with
independent, quantitative techniques that focus
on the sources of positive change — factors such
as momentum and quality.
Russell Investments Canada
Ste. 5715, 100 King St. W.,
Toronto, M5X 1E4
CONTACT: Chris Wright, director, institutional sales
TEL: 416-640-2482
EMAIL: cwright@russellinvestments.com
WEBSITE: russellinvestments.com/ca
INVESTMENT PHILOSOPHY: 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,
responsible investing and investment
outsourcing.
Setanta Asset Management Ltd.
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
INVESTMENT PHILOSOPHY: Working with
and managing assets for Canadian investors
since 2003, Setanta Asset Management 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.
SLC Management
Ste. 1100, 1 York St.,
Toronto, M5J 0B6
CONTACT: Heather Wolfe, senior managing director, head, Canadian business development
TEL: 416-408-7834
EMAIL: heather.wolfe@slcmanagement.com
WEBSITE: slcmanagement.com
INVESTMENT PHILOSOPHY: Sun Life Capital
Management is a global institutional asset
manager of Sun Life that offers institutional
investors traditional, alternative and yieldoriented
investment solutions across public
and private fixed income markets, as well
as global real estate equity and debt and
infrastructure equity. We offer these fixed
income and real assets solutions through our
specialty managers: SLC Fixed Income, BGO,
Crescent Capital Group and InfraRed Capital
Partners.
T. Rowe Price
Ste. 4240, 77 King St. W.,
Toronto, M5K 1G8
CONTACT: Lauren Bloom, head, Canada distribution
TEL: 416-360-7214
EMAIL: lauren.bloom@troweprice.com
WEBSITE: troweprice.com
INVESTMENT PHILOSOPHY: T. Rowe Price
offers clients a wide array of investment
strategies across the full range of asset
classes. A dedicated portfolio management
team implements each investment strategy
according to philosophical beliefs about what
drives security prices in that particular segment
of the financial markets. Our overall approach
is style consistency and risk aversion, achieved
through broad diversification and a valuation
consciousness to security selection.
TD Global Investment Solutions
34th floor, 161 Bay St., TD Canada Trust Tower,
Toronto, M5J 2T2
CONTACT: Mark Cestnik, CFA, Managing Director, Head of Global Institutional Distribution, TD Global Investment Solutions, TD Asset Management Inc.
TEL: 416-983-7088
EMAIL: mark.cestnik@tdam.com
WEBSITE: tdgis.com
INVESTMENT PHILOSOPHY: TD Global
Investment Solutions brings three decades
of experience of helping clients meet their
investment goals. We foster a forward-thinking
culture by promoting cross collaboration among
investment teams, allowing new investment
ideas to spark. Our capabilities include fundamental-
free, cash-flow driven, quantitative and
passive equities, fixed income across the credit
quality spectrum and alternatives, such as private
credit, infrastructure and real estate.
Trans-Canada Capital
Ste. 2000, 1800 McGill College Ave.,
Montreal, H3A 3J6
CONTACT: Jean-François Milette, global head, client solutions
TEL: 514-397-3973
EMAIL: jfmilette@transcanadacapital.com
WEBSITE: transcanadacapital.com
INVESTMENT PHILOSOPHY: Trans-Canada
Capital is an asset management firm specializing
in innovative investment strategies for institutional
investors. With $27 billion in assets
under management (inclusive of leverage),
more than 100 investment professionals based
in Montreal and Toronto and a complete range
of alternative solutions, TCC is well-positioned
to meet the needs of investors seeking steady
returns.
Van Berkom Global Asset Management
Ste. 2510, 600 boul de Maisonneuve O.,
Montreal, H3A 3J2
CONTACT: Andy Kong, senior director, institutional markets
TEL: 514-985-0909
EMAIL: akong@vanberkomglobal.com
WEBSITE: vanberkomglobal.com
INVESTMENT PHILOSOPHY: Van Berkom
Global Asset Management is a specialized
investment management firm founded in 1991
by J. Sebastian van Berkom. The company is
100 per cent employee-owned and focused on
small and mid-capitalization equities across five
strategies: Canada, U.S. (small and small-mid),
greater China and global. Van Berkom manages
stock portfolios for large North American pension
funds, corporations, foundations and endowment
funds.
Vontobel Asset Management Inc.
66 Hudson Yards, 34th Floor, Ste 3401
New York, NY 10001
CONTACT: Victor Schraner, institutional client group, Canada
TEL: 212-804-9361
EMAIL: victor.schraner@vontobel.com
WEBSITE: vontobel.com/am
INVESTMENT PHILOSOPHY: We are an active
multi-boutique asset manager with global reach,
committed to providing attractive solutions to
our institutional and intermediary clients and
partners. Our independent investment boutiques
stand out for their specialist equity, fixed income
and multi-asset strategies. We invest with high
conviction, supported by bottom-up research
and robust risk management, aiming to deliver
excellent performance for our clients.
Windsor Private Capital
Ste. 200, 28 Hazleton Ave.,
Toronto, M5R 2E2
CONTACT: Steve Kozik, partner
TEL: 416-500-7121
EMAIL: steve.kozik@windsorgp.com
WEBSITE: windsorgp.com
INVESTMENT PHILOSOPHY: Windsor Private
Capital is an investment firm based in Ontario
with a breadth of experience in a wide range of
industry sectors. Together with its affiliates, the
organization advises and manages more than
$3 billion on behalf of institutional and private
investors.