abrdn
Ste. 1200, 200 Bay St., North Tower,
Toronto, M5J 2J2
CONTACT: Chris Wright, head, Canadian business development
TEL: 416-727-1525
EMAIL: christopher.wright@abrdn.com
WEBSITE: abrdn.com
abrdn offers investment expertise across all key
asset classes, regions and markets so our clients
can capture investment potential wherever it
arises. We operate in more than 30 locations
worldwide, keeping us close to our clients and
ensuring first-hand insight into companies,
industries and markets. As at June 30, 2022,
we managed $605.2 billion in assets on behalf
of individuals, governments, pension funds,
insurers, companies, charities and foundations
across 80 countries.
Addenda Capital
Ste. 2750, 800 René-Lévesque Blvd. W.,
Montreal, H3B 1X9
CONTACT: Sylvie Bergeron, director, brand strategy
TEL: 514-908-7917
EMAIL: s.bergeron@addendacapital.com
WEBSITE: addendacapital.com/
Addenda Capital’s mission is sustainable wealth
creation, in close partnership with our clients for
a better future. We favour a disciplined approach
to long-term wealth creation. It is based on fundamental
research and thorough risk evaluation
that integrates sustainable investing practices,
such as ESG factors.
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
AB is one of the largest global investment
managers in the world. We provide forwardlooking
perspectives, independent research
and investment discipline across all asset
classes, leveraging our extensive global
footprint. We are fully invested in delivering
better outcomes.
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
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.
Baillie Gifford International LLC
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.
BentallGreenOak
Ste. 1100, 1 York Street,
Toronto, M5J 0B6
CONTACT: Yvonne Davidson, Principal, Capital Raising & Investor Relations
TEL: 416-681-3414
EMAIL: yvonne.davidson@bgo.com
WEBSITE: bgo.com
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.
Black Creek Investment Management Inc.
Ste. 1200, 123 Front St. W.,
Toronto, M5J 2M2
CONTACT: Simone Edwards, director, sales and consultant relations
TEL: 647-338-9521
EMAIL: edwards@bcim.ca
WEBSITE: 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 we have a
differentiated view of the future of the business
from the market.
BlackRock Asset Management Canada Ltd.
Ste. 2500, 161 Bay St.,
Toronto, M5J 2S1
CONTACT: Tracey Grant, managing director, head, Canadian institutional client business
TEL: 416-643-4000
EMAIL: tracey.grant@blackrock.com
WEBSITE: blackrock.com/ca
Our team of 125-plus employees based in Toronto
and Montreal are committed to serving
Canadians via a full range of investment solutions
for institutions, financial professionals
and individuals. We are Canada’s largest ETF
provider and largest pension manager. We also
have a growing Aladdin business, an end-to-end
operating system for investment professionals.
BMO Global Asset Management
100 King St. W.,
Toronto, M5X 1A1
CONTACT: Ross Kappele, head, distribution and client management
TEL: 416-359-5217
EMAIL: ross.kappele@bmo.com
WEBSITE: bmogam.com/ca-en/institutional/
Our $145.32B in assets range from traditional assets, including fixed income/equities/multi-asset portfolios, to ESG, alternatives, ETFs and synthetics. Our commitment to sustainability and our fiduciary duty is rooted in our vision to boldly grow the good – as such, we’re committed to developing unique investment solutions, while emphasizing integrity and service, by drawing on the expertise and skills of our investment teams to guide meaningful conversations with our clients.
BNY Mellon Asset Management Canada Ltd.
1 York Street, Suite 601
Toronto ON, M5J 0B6
CONTACT: David McKee, Vice-President, Institutional Sales
TEL: 647-625-5424
EMAIL: david.mckee@bnymellon.com
CONTACT: David Blyth, CFA, Vice-President, Institutional Sales
TEL: 416-846-1018
EMAIL: david.blyth@bnymellon.com
WEBSITE: im.bnymellon.com/ca/en/index.html
BNY Mellon Investment Management is a leading investment manager, with $1.9 trillion* in Assets Under Management as of June 30, 2023. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon.
*This includes Wealth Management.
Unless otherwise indicated, all financial data is shown in USD.
BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the corporation as a whole or its various subsidiaries generally.
Canso Investment Counsel Ltd.
Ste. 550, 100 York Blvd.,
Richmond Hill, Ont., L4B 1J8
CONTACT: Patrick McCalmont, portfolio manager
TEL: 905-881-8853
EMAIL: pmccalmont@cansofunds.com
WEBSITE: cansofunds.com
Our investment process at Canso is focused on
fundamental research and security selection. We
manage more than $35 billion in institutional,
pension, foundation and high-net-worth assets,
as at Sept. 30, 2022.
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
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.
Equiton Inc.
Ste. 500, 1111 International Blvd.,
Burlington, Ont., L7L 6W1
CONTACT: Aaron Pittman, SVP, head, Canadian institutional investments
TEL: 905-635-1381
EMAIL: apittman@equiton.com
WEBSITE: equiton.com/
We believe that 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.
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
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.
Franklin Templeton Investments
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
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 $1.8 trillion at
Aug. 31, 2022.
Guardian Capital LP
Ste. 3100, 199 Bay St.,
Toronto, M5L 1E8
CONTACT: Robin Lacey, head, 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.
Hazelview Investments Inc.
1133 Yonge St.,
Toronto, M4T 2Y7
CONTACT: Cameron Goodnough, managing partner, head, capital and partnerships
TEL: 416-923-0846
EMAIL: cgoodnough@hazelview.com
WEBSITE: hazelview.com
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 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 $11.7 billion in
real estate assets.
Hillsdale Investment Management Inc.
Ste. 5900, First Canadian Place, 100 King St. W.,
Toronto, M5X 1E4
CONTACT: Harry Marmer, executive vicepresident and partner
TEL: 416-913-3907
EMAIL: hmarmer@hillsdaleinv.com
WEBSITE: hillsdaleinv.com
Celebrating over a quarter of a century of
investment excellence, Hillsdale Investment
Management is an independent, employee-controlled
and client-aligned investment boutique managing investments on behalf of a
select group of institutional and private wealth
investors. Hillsdale excels in disciplined active
management specializing in high alpha, smart
beta, ESG integration and customized strategies
in global markets. For more information, please
refer to the Hillsdale website.
Invesco Canada Ltd.
Ste. 700, 120 Bloor St. E.,
Toronto, M4W 1B7
CONTACT: Michael Peck, senior vice-president, head, 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.
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
Founded in 1982, Lincluden is a Canadian
owned-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 we follow a
strict price discipline when buying and selling
securities offering potential for greater capital
appreciation and protects capital in down
markets.
Mackenzie Investments
15th floor, 180 Queen St. W.,
Toronto, M5V 3K1
CONTACT: Chris Boyle, SVP, head, institutional
TEL: 647-929-7842
EMAIL: cboyle@mackenzieinvestments.com
WEBSITE: mackenzieinvestments.com/en/
institutional
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 multiboutique
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.
Mawer Investment Management Ltd.
Ste. 600, 517 – 10th Avenue S.W.,
Calgary, T2R 0A8
CONTACT: Amanda Young, marketing specialist
TEL: 403-267-1992
EMAIL: ayoung@mawer.com
WEBSITE: mawer.com
Mawer is a privately owned, independent
investment management firm specializing in
global and domestic equity, balanced and fixed
income strategies. For nearly half a century,
we have helped institutional and individual
clients successfully navigate the shifting market
landscape and many economic cycles using our
disciplined, bottom-up, “boring” investment
approach. We strive to deliver long-term investment
excellence, build strong client partnerships
and do the right thing — always.
MFS Investment Management
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: mfs.com
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 our global investment
platform, we combine collective expertise,
thoughtful risk management and long-term
discipline to uncover what we believe are the
best investment opportunities. MFS offers an
array of institutional strategies and vehicles
including separate accounts and pooled funds.
Nordea Investment Funds S.A.
562 Rue de Neudorf,
Sandweiler 2220, Luxembourg
CONTACT: Paul Malpas, ESG distribution lead
TEL: +352 621 158 068
EMAIL: paul.malpas@nordea.comm
WEBSITE: nordeaassetmanagement.com
Nordea has more than 30 years of experience
in responsible investing, with our Nordic sustainability
DNA at the core of our philosophy. We
offer a range of ESG and thematic responsible
investing strategies, covering listed equity and
fixed income, as well as impact venture capital
and private equity. Add to that our multi-asset
capabilities and you have a broad palette of
award-winning options available. We were early
signatories of the UN principles of responsible
investment, co-founders of the Net Zero Asset
Managers Initiative and are members of the
Investor Leadership Network.
Northern Trust Asset Management
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/canada/
A leading global asset management firm with
more than $1.3 trillion in total AUM and 133 years
of investment excellence. Operating in Canada
since 1979 as one of the world’s largest and
most experienced OCIO providers, leaders in
factor-based and active investment management,
institutional investors entrust us to help
them navigate changing market environments.
As risk-aware investors, we take risk intentionally,
to confidently realize investors’ longterm
objectives while minimizing unintended
consequences.
Orbis Investments
Ste. 2600, 4710 Kingsway, Metrotower I.,
Burnaby, B.C., V5H 4M2
CONTACT: Chris Horwood, head, institutional business (Canada)
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 investing
in global stock markets following a fundamental,
long-term and contrarian philosophy. To support
a close alignment of interests with our clients,
we charge a unique refundable performance fee
and co-invest alongside our clients.
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
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 and managing director, head of institutional business
TEL: 416-955-4845
EMAIL: tklymenko@pictonmahoney.com
WEBSITE: pictonmahoney.com/
Picton Mahoney Asset Management’s investment
philosophy is firmly rooted in the belief that
fundamental change is the core driver of share
price performance. We also believe that systematic
and repeatable processes alongside strong
risk management capabilities are the key to
successful investing and consistent outperformance.
Picton Mahoney was born out of these
principles, which remain intact and unchanged
to this day.
Pier 21 Asset Management Inc.
Ste. 2.200, 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
Founded in 2005, Pier 21 Asset Management
is an independent Montreal-based investment
management and distribution firm. 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.
Romspen Investment Corp.
Ste. 300, 162 Cumberland St.,
Toronto, M5R 3N5
CONTACT: Derek Jenkin, managing partner
TEL: 416-966-1100
EMAIL: derekjenkin@romspen.com
WEBSITE: romspen.com
Romspen has become one of Canada’s largest
non-bank commercial/industrial mortgage
lenders. Our investment management goal
is to provide simplified solutions that deliver
stable, consistent risk-adjusted cash returns to
investors through an entrepreneurial yet diligent
approach to real estate investing. Our investors
include high-net-worth individuals, foundations,
endowments and pension plans.
Russell Investments Canada
Ste. 1200, 200 Bay St., North Tower,
Toronto, M5J 2J2
CONTACT: Tom Lappalainen, director, client portfolio management
TEL: 416-640-2472
EMAIL: tlappalainen@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,
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
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
We believe experienced investment teams can
achieve excess return on a risk-adjusted basis
in private asset classes. Our investment process
is focused on rigorous analysis and disciplined
deal structuring, which can lead to superior
returns over the long term. Effective risk management
is central to successful investing.
Sun Life Global Investments
1 York St.,
Toronto, M5J 0B6
CONTACT: Anne Meloche, head, institutional business
TEL: 514-866-6287
EMAIL: anne.meloche@sunlife.com
WEBSITE: slgiinstitutional.com
At Sun Life Global Investments, we are driven by
our goal to help pension plan sponsors deliver
the best possible retirement outcomes for their
members. Our focused investment team strives
to achieve this by building portfolios that derive
performance from many sources, including open
architecture structure (any asset class, region
and manager), broader diversification (including
specialty asset classes), strategic blend of active
and passive strategies, effective ESG integration
and multi-manager approach.
TD Global Investment Solutions
161 Bay St., TD Canada Trust Tower,
Toronto, M5J 2T2
CONTACT: Mark Cestnik, Head of Global Institutional Distribution
TEL: 416-274-1742
EMAIL: Mark.Cestnik@tdam.com
WEBSITE: tdgis.com
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 includes fundamental, 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.
Triasima Portfolio Management Inc.
Ste. 2520, 900 de Maisonneuve Blvd. W.,
Montreal, H3A 0A8
CONTACT: Nathalie Nowlan, partner, client relationship
TEL: 514-906-0667 ext. 247
EMAIL: clients@triasima.com
WEBSITE: triasima.com
Triasima Portfolio Management is an independent
Canadian investment management firm
serving institutional and high-net-worth clients
based across Canada and the U.S. We are known
for our three-pillar approach that integrates
fundamental, quantitative and trend analysis
in a rigorous yet innovative process. Our
team is united around this unique investment
management approach.
Van Berkom and Associates Inc.
Ste. 1005, 1130 Sherbrooke St. W.,
Montreal, H3A 2M8
CONTACT: Andy Kong, senior director, institutional markets
TEL: 514-985-0909
EMAIL: akong@vanberkomglobal.com
WEBSITE: vanberkomglobal.com
Van Berkom Global Asset Management is a specialized
investment management firm founded
in 1991 by J. Sebastian van Berkom. The company
is 100% 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.
38th floor, 1540 Broadway,
New York, NY, 10036
CONTACT: Victor Schraner, director, institutional client group — Canada
TEL: 212-804-9389
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. We
generate added value for our clients by investing
in accordance with our convictions in the areas
of equity, fixed income, commodities and multiasset,
including sustainable and quantitative
investments.
Wellington Management Canada ULC
18th floor, 130 King St. W.,
Toronto, M5X 1E3
CONTACT: Alan Matijas, director, Canada
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.