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.

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/

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 solutions. To accomplish this, we offer an unwavering commitment to excellence, integrity and service quality and draw upon the skills and expertise of highlyexperienced teams that encompass traditional (equities and fixed income) and non-traditional alternatives.

BNY Mellon Asset Management Canada Ltd.

1 York St.
Toronto ON Suite 601 M5J 0B6

CONTACT: Michael Parsons, Vice-President Institutional Sales

TEL: 416-456-9420

WEBSITE: https://im.bnymellon.com/ca/en/index.html

BNY Mellon Investment Management is a leading investment manager, with $1.8 trillion* in Assets Under Management as of December 31, 2022. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from eight 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.

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.

Is your company missing from this directory?

Contact: Robert Martins

Email: robert.martins@contexgroup.ca

Tel: 416-847-5142

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.

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.