Ste. 1200, 200 Bay St., North Tower,
Toronto, M5J 2J2
CONTACT: Chris Wright, head, Canadian business development
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.
Ste. 2750, 800 René-Lévesque Blvd. W.,
Montreal, H3B 1X9
CONTACT: Sylvie Bergeron, director, brand strategy
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.
Ste. 1203, 200 Bay St., North Tower,
Toronto, M5J 2J2
CONTACT: Wendy Brodkin, managing director
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.
Ste. 1920, 2000 McGill College Ave.,
Montreal, H3A 3H3
CONTACT: Tanya Bishop, senior vice-president
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.
Ste. 1900, 130 King St. W.,
Toronto, M5X 1E3
CONTACT: Anthony Spagnolo, director, clients department
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. 1100, 1 York Street,
Toronto, M5J 0B6
CONTACT: Yvonne Davidson, Principal, Capital Raising & Investor Relations
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.
Ste. 1200, 123 Front St. W.,
Toronto, M5J 2M2
CONTACT: Simone Edwards, director, sales and consultant relations
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.
Ste. 2500, 161 Bay St.,
Toronto, M5J 2S1
CONTACT: Tracey Grant, managing director, head, Canadian institutional client business
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.
100 King St. W.,
Toronto, M5X 1A1
CONTACT: Ross Kappele, head, distribution and client management
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.
1 York Street, Suite 601
Toronto ON, M5J 0B6
CONTACT: David McKee, Vice-President, Institutional Sales
CONTACT: David Blyth, CFA, Vice-President, Institutional Sales
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.
Ste. 550, 100 York Blvd.,
Richmond Hill, Ont., L4B 1J8
CONTACT: Patrick McCalmont, portfolio manager
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.
22nd floor, 161 Bay St.,
Toronto, M5J 2S1
CONTACT: Carlo DiLalla, managing director, head, institutional asset management
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.
Ste. 500, 1111 International Blvd.,
Burlington, Ont., L7L 6W1
CONTACT: Aaron Pittman, SVP, head, Canadian institutional investments
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.
Ste. 2600, 1 Adelaide St. E.,
Toronto, M5C 2V9
CONTACT: Kimberley Woolverton, executive vice-president, head of distribution
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
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.
Ste. 3100, 199 Bay St.,
Toronto, M5L 1E8
CONTACT: Robin Lacey, head, institutional asset management
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.
1133 Yonge St.,
Toronto, M4T 2Y7
CONTACT: Cameron Goodnough, managing partner, head, capital and partnerships
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.
Ste. 5900, First Canadian Place, 100 King St. W.,
Toronto, M5X 1E4
CONTACT: Harry Marmer, executive vicepresident and partner
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.
Ste. 700, 120 Bloor St. E.,
Toronto, M4W 1B7
CONTACT: Michael Peck, senior vice-president, head, Canadian institutional investments
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. 201, 201 City Centre Dr.,
Mississauga, Ont., L5B 2T4
CONTACT: Wayne Wilson, vice-president
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.
15th floor, 180 Queen St. W.,
Toronto, M5V 3K1
CONTACT: Chris Boyle, SVP, head, institutional
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.
Ste. 600, 517 – 10th Avenue S.W.,
Calgary, T2R 0A8
CONTACT: Amanda Young, marketing specialist
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.
35th floor, 77 King St. W.,
Toronto, M5K 1B7
CONTACT: Stéphane Amara, managing director, sales — Canada
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.
562 Rue de Neudorf,
Sandweiler 2220, Luxembourg
CONTACT: Paul Malpas, ESG distribution lead
TEL: +352 621 158 068
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.
Ste. 1910, 145 King St. W.,
Toronto, M5H 1J8
CONTACT: David Lester, senior vice-president
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.
Ste. 2600, 4710 Kingsway, Metrotower I.,
Burnaby, B.C., V5H 4M2
CONTACT: Chris Horwood, head, institutional business (Canada)
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.
Ste. 3100, 1000 de la Gauchetière W.,
Montreal, H3B 4W5
CONTACT: François Forget, head of distribution — Canada
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.
Ste. 830, 33 Yonge St.,
Toronto, M5E 1G4
CONTACT: Taras Klymenko, partner and managing director, head of institutional business
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.
Ste. 2.200, 1751 Richardson St.,
Montreal, H3K 1G6
CONTACT: David Star, president and chief executive officer
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.
Ste. 300, 162 Cumberland St.,
Toronto, M5R 3N5
CONTACT: Derek Jenkin, managing partner
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.
Ste. 1200, 200 Bay St., North Tower,
Toronto, M5J 2J2
CONTACT: Tom Lappalainen, director, client portfolio management
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.
190 Simcoe St.,
Toronto, M5T 2W5
CONTACT: Rocco Vessio, director, business development, Canada
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.
Ste. 1100, 1 York St.,
Toronto, M5J 0B6
CONTACT: Heather Wolfe, senior managing director, head, Canadian business development
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.
1 York St.,
Toronto, M5J 0B6
CONTACT: Anne Meloche, head, institutional business
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.
161 Bay St., TD Canada Trust Tower,
Toronto, M5J 2T2
CONTACT: Mark Cestnik, Head of Global Institutional Distribution
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.
Ste. 2520, 900 de Maisonneuve Blvd. W.,
Montreal, H3A 0A8
CONTACT: Nathalie Nowlan, partner, client relationship
TEL: 514-906-0667 ext. 247
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.
Ste. 1005, 1130 Sherbrooke St. W.,
Montreal, H3A 2M8
CONTACT: Andy Kong, senior director, institutional markets
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.
38th floor, 1540 Broadway,
New York, NY, 10036
CONTACT: Victor Schraner, director, institutional client group — Canada
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.
18th floor, 130 King St. W.,
Toronto, M5X 1E3
CONTACT: Alan Matijas, director, 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.