Featured
Investment Managers
AB
27th floor, 161 Bay St., Brookfield Place, Toronto, M5J2S1
CONTACT Wendy Brodkin, managing director
TEL 416-572-2534
EMAIL wendy.brodkin@abglobal.com
WEBSITE www.abglobal.com
AB is a research-driven asset management firm that is global in scope. We offer a comprehensive range of services across different asset classes, styles and regions.
Aberdeen Asset Management Inc.
44th floor, 161 Bay St., Toronto, M5J2S1
CONTACT Renee Arnold, head of business development
TEL 416-777-5570 FAX 866-290-9322
EMAIL institutionalcanada@aberdeen-asset.com
WEBSITE www.aberdeen-asset.ca
Aberdeen manages more than C$523.2 billion of third-party assets around the world as of June 30, 2016. We are an asset management company with expertise in equities and fixed income.
ACM Advisors Ltd.
210-1140 Homer St., Vancouver, V6B2X6
CONTACT Chad Mallow, president
TEL 855-682-4865 FAX 604-682-3265
EMAIL cmallow@acma.ca
WEBSITE www.acma.ca
ACM provides investors with income while protecting capital through quality investments in Canadian commercial mortgages. Our rigorous underwriting process has resulted in a 23-year track record of no loan losses.
Addenda Capital Inc.
Ste. 2750, 800 René-Lévesque Blvd. W., Montreal, H3B1X9
CONTACT Michel Jalbert, SVP, business development and client partnership
TEL 514-287-7373 FAX 514-287-7200
EMAIL m.jalbert@addenda-capital.com
WEBSITE www.addenda-capital.com
We provide high-quality investment solutions and expert advice to institutional and high net worth clients. A leader in sustainable investing, we aim to add value in every asset class.
AGF Investments
31st floor, 66 Wellington St. W., Toronto, M5K1E9
CONTACT Mike Still, CFA, VP, business development
TEL 416-865-4319; 888-243-4668 ext.4319
EMAIL michael.still@agf.com
WEBSITE www.agf.com/institutional
AGF is a global asset manager with more than $16 billion in institutional AUM as of Aug. 31, 2016. The four cornerstones of our investment approach are shared intelligence, disciplined processes, innovative thinking and a people-first culture.
Axa Investment Managers
100 W. Putnam Ave., Greenwich, CT, 06830
CONTACT Stephen Sexeny, head of North America client group
TEL 203-983-4203
EMAIL stephen.sexeny@axa-im.com
WEBSITE www.axa-im.com
AXA IM is an active, long-term, global, multi-asset manager. By combining investment insight with robust risk monitoring we have become one of the largest asset managers in Europe with about $755 billion in AUM as of June 30, 2016.
BlackRock Asset Management Canada Ltd.
Ste. 2500, 161 Bay St., Toronto, M5J2S1
CONTACT Lee Wanie, managing director, head of Canadian institutional business
TEL 212-810-3036
EMAIL lee.wanie@blackrock.com
WEBSITE www.blackrock.com/ca
BlackRock is a leader in investment management for institutional and retail clients worldwide. At June 30, 2016, BlackRock’s AUM was $4.890 trillion.
BMO Global Asset Management
43rd floor, 100 King St. W., Toronto, M5X1A1
CONTACT Ross F. Kappele, executive vice-president, head of distribution
TEL 416-359-5217 FAX 416-364-6758
EMAIL ross.kappele@bmo.com
WEBSITE www.bmo.com/gam/ca/institutional
We’re committed to excellence in investment management. Our competitive advantage is grounded in a disciplined investment process, risk management and the strength of our people.
BNY Mellon Asset Management Canada Ltd.
320 Bay St., Toronto, M5H4A6
CONTACT Michael Parsons, VP, sales and marketing
TEL 416-775-5876
EMAIL michael.parsons@bnymellon.com
WEBSITE www.bnymellon.com
BNY Mellon Asset Management comprises multiple investment firms and world-class specialist asset managers who share experience managing investments across all asset classes.
Brandes Investment Partners
Ste. 400, 20 Bay St., Toronto, M5J2N8
CONTACT Tim Newburn, director, institutional group (Canada)
TEL 403-217-1331 FAX 416-306-5750
EMAIL tim.newburn@brandes.com
WEBSITE www.brandes.com
Specialists in global investing for more than 40 years, Brandes applies value principles to active management of equity and fixed-income strategies with an aim to generate long-term results.
Brandywine Global Investment Management
1267 Cornwall Rd., Oakville, Ont., L6J7T5
CONTACT Andrew Forsyth, managing director, sales and client services – Canada
TEL 416-807-1800 FAX 215-609-3768
EMAIL andrew.forsyth@brandywineglobal.com
WEBSITE www.brandywineglobal.com
Brandywine’s fixed-income strategy employs a top-down, value-based and benchmark-agnostic approach.
Burgundy Asset Management Ltd.
Ste. 4510, 181 Bay St., Toronto, M5J2T3
CONTACT Shihab Zubair, vice-president, head of Canadian institutional group
TEL 416-640-2680 FAX 416-869-1700
EMAIL szubair@burgundyasset.com
WEBSITE www.burgundyasset.com
Burgundy is a global investment manager focused on capital preservation and delivering strong long-term performance.
Brookfield Asset Management
Ste. 300, 181 Bay St., Toronto, M5J2T3
CONTACT Keith Smith, senior vice-president
TEL 416-369-8262 FAX 416-365-9642
EMAIL keith.smith@brookfield.com
WEBSITE www.brookfield.com
Brookfield is a global alternative asset manager with approximately $250 billion in AUM. The firm has more than a 100-year history of owning and operating assets with a focus on real estate, infrastructure, renewable power and private equity.
Brookfield Public Securities Group
Ste. 300, 181 Bay St., Toronto, M5J2T3
CONTACT Angela Vidakovich, director
TEL 416-965-5229 FAX 416-365-9642
EMAIL angela.vidakovich@brookfield.com
WEBSITE www.brookfieldim.com
Value-based global investment manager focused on specialized equity and fixed-income securities, including global-listed real estate equities, infrastructure equities and corporate credit strategies.
Canso Investment Counsel Ltd.
Ste. 550, 100 York Blvd., Richmond Hill, Ont., L4B1J8
CONTACT Heather Mason-Wood, vice-president
TEL 905-881-8853 FAX 905-881-1466
EMAIL heathermw@cansofunds.com
WEBSITE www.cansofunds.com
Our investment process at Canso is focused on fundamental research and security selection. We manage $19 billion in institutional, pension, foundation and high net worth assets.
Centurion Asset Management Inc.
Ste. 710, 25 Sheppard Ave. W., Toronto, M2N6S6
CONTACT Robert Orr, chief financial officer and chief compliance officer
TEL 844-384-3926
EMAIL invest@centurionreit.com
WEBSITE www.centurionapartmentreit.com
Centurion is a leading investment manager of mutual fund trusts that focuses on real estate in Canada.
CIBC Asset Management Inc.
Ste. 1400, 18 York St., Toronto, M2J2T8
CONTACT Doug MacDonald, CFA, managing director and head, institutional asset management
TEL 416-364-5620 FAX 416-364-3286
EMAIL doug.macdonald@cibc.com
WEBSITE www.cibc.com/ca/asset-management
CIBC Asset Management is one of the largest asset managers in Canada with more than $115 billion in AUM. Our investment capabilities include fixed income, equities, asset allocation and currency management.
Cidel Asset Management Inc.
Ste. 900, 60 Bloor St. W., Toronto, M4W3B8
CONTACT Jamie Brubacher, CFA, institutional client consultant and associate PM
TEL 416-925-5504 FAX 416-925-8229
EMAIL jbrubacher@cidel.com
WEBSITE www.cidel.com
Cidel offers consistent and proven investment capabilities in global equity, Canadian equity, customized balanced and fixed-income mandates. We strive for superior long-term, risk-adjusted performance through disciplined, proprietary research.
Connor, Clark & Lunn Financial Group
1400–130 King St. W., P.O. Box 240, Toronto, M5X1C8
CONTACT Brent Wilkins, head of institutional sales, Canada
TEL 416-364-5396 FAX 416-363-2089
EMAIL bwilkins@cclgroup.com
WEBSITE www.cclgroup.com
Asset manager with a broad range of investment management services. Collective affiliate AUM is approximately $70 billion.
Epoch Investment Partners, Inc.
31st floor, 399 Park Ave., New York, 10022
CONTACT William Connolly, managing director, client relations
TEL 212-303-7206 FAX 212-202-4948
EMAIL bconnolly@eipny.com
WEBSITE www.eipny.com
The key to understanding a company requires a focus on the cash generation drivers of the business. Epoch’s ability to allocate cash flow properly determines whether the value of the business rises or falls.
Fengate Capital Management Ltd.
Ste. 4230, TD North Tower, 77 King St. W., Toronto, M5K1H1
CONTACT Lou Serafini Jr., president and CEO
TEL 905-491-6565 FAX 905-491-6598
EMAIL lou.serafini@fengate.com
WEBSITE www.fengate.com
Fengate specializes in investment funds for institutional investors with a strategic focus on infrastructure, real estate and private equity in North America, Europe and Australia.
Fidelity Canada Institutional
Ste. 300, North Tower, 483 Bay St., Toronto, M5G2N7
CONTACT Michael Barnett, EVP, institutional
TEL 416-307-5300 FAX 416-307-5511
EMAIL michael.barnett.toronto@fidelity.com
WEBSITE institutional.fidelity.ca
We offer world-class institutional investment solutions, including actively managed Canadian equity, U.S. equity, international and global equity, fixed income and asset allocation.
Fiera Capital Corp.
Ste. 800, 1501 McGill College Ave., Montreal, H3A3M8
CONTACT David Pennycook, vice chairman and EVP
TEL (Montreal) 514-954-3300;
(Toronto) 416-364-3711
EMAIL dpennycook@fieracapital.com
WEBSITE www.fieracapital.com
Fiera Capital offers a broad spectrum of investment strategies across asset classes, styles and capitalization ranges. The firm’s expertise extends across Canadian and global equity, fixed income, asset allocation and alternative strategies.
Franklin Templeton Investments
Ste. 1500, 200 King St., Toronto, M5H3T4
CONTACT Duane W. Green, managing director, Canada
TEL 416-957-6165
EMAIL duane.green@franklintempleton.ca
WEBSITE www.ftinstitutional.ca
Franklin Templeton’s world-class investment teams offer specialized expertise across every key domestic and international asset class, including alternatives, private equity and real estate.
Greystone Managed Investments Inc.
300 Park Centre, 1230 Blackfoot Dr., Regina, S4S7G4
CONTACT Sean Collins, senior vice-president, institutional relationships
TEL 800-213-4286 FAX 306-585-1570
EMAIL inquiries@greystone.ca
WEBSITE www.greystone.ca
Greystone offers investment management expertise in fixed income, domestic and global equities, infrastructure, real estate and mortgages.
Guardian Capital LP
Ste. 3100, 199 Bay St., Commerce Court W., P.O. Box 201, Toronto, M5L1E8
CONTACT Robert Broley, senior vice-president
TEL 416-947-4086 FAX 416-364-9634
EMAIL rbroley@guardiancapital.com
WEBSITE www.guardiancapitallp.com
Guardian’s investment philosophy focuses on team research, portfolio manager accountability and understanding the fundamentals of the underlying security while balancing the risk and return of each investment.
Hexavest Inc.
4200-1250 Blvd. René-Lévesque W., Montreal, H3B4W8
CONTACT Robert Brunelle, senior vice-president
TEL 514-390-1225 FAX 514-390-1184
EMAIL contact@hexavest.com
WEBSITE www.hexavest.com
We manage global equity portfolios with a top-down, macro-driven approach, performing fundamental analysis with a contrarian view and a value bias. Our portfolios are designed to achieve long-term capital.
Hillsdale Investment Management Inc.
Ste. 2100, TD Centre, 100 Wellington St. W., P.O. Box 228, Toronto, M5K1J3
CONTACT Harry Marmer, CFA, MBA, EVP and partner
TEL 416-913-3907 FAX 416-913-3901
EMAIL hmarmer@hillsdaleinv.com
WEBSITE www.hillsdaleinv.com
Hillsdale is an independent investment boutique managing high alpha, smart beta and customized strategies in global markets.
HSBC Global Asset Management (Canada) Ltd.
Ste. 300, 70 York St., Toronto, M5J1S9
CONTACT Ramy Zakher, vice-president, institutional investments
TEL 416-868-8286 FAX 416-361-6345
EMAIL ramy.x.zakher@hsbc.ca
WEBSITE www.global.assetmanagement.hsbc.com
Our investment capabilities span equity, fixed income, liquidity and multi-asset strategies. Our investment teams aim to deliver consistent value and long-term competitive performance.
Invesco Canada Ltd.
Ste. 700, 120 Bloor St. E., Suite 700, Toronto, M4W1B7
CONTACT Michael Peck, senior vice-president, head of Canadian institutional
TEL 416-324-7679 FAX 416-590-7742
EMAIL michael.peck@invesco.com
WEBSITE www.institutional.invesco.com
Invesco believes the best investment insights come from specialized investment teams with discrete investment perspectives, operating under a disciplined philosophy and process with strong risk oversight and quality controls.
Jarislowsky, Fraser Ltd.
Ste. 3100, 20 Queen St. W., Toronto, M5H3R3
CONTACT Paul Rolston, partner
TEL 416-363-7417 FAX 416-363-8079
EMAIL prolston@jflglobal.com
WEBSITE www.jflglobal.com
Jarislowsky, Fraser’s process is built on a foundation of conservative principles and more than 60 years of fundamental research. Our investment stewardship is expressed through an adherence to long-term, high-quality investing and good governance.
J.P. Morgan Asset Management (Canada) Inc.
Ste. 4500, 66 Wellington St. W., Toronto, M5K1E7
CONTACT Geoffrey McLeod, vice-president
TEL 416-981-9162
EMAIL geoffrey.m.mcleod@jpmorgan.com
WEBSITE www.jpmorgan.com
Our philosophy is based on active management, with a global focus on a broad spectrum of asset classes and markets, including equities, fixed income, currency and alternatives.
Letko, Brosseau & Associates Inc.
Ste. 2510, 1800 McGill College Ave., Montreal, H3A3J6; Ste. 2101, 145 King St. W., Toronto, M5H1J8
CONTACT Lisa Caswell, MBA, CFA, client services
TEL 647-426-1780 FAX 647-426-1587
EMAIL lisa.caswell@lba.ca
WEBSITE www.lba.ca
Our fundamental investment approach combines research, careful attention to valuations and international perspective. We manage approximately $29 billion AUM.
Manulife Asset Management
200 Bloor St. E., Toronto, M4W1E5
CONTACT Adam Neal, Canadian head of distribution
TEL 416-852-7498 FAX 416-926-5700
EMAIL adam_neal@manulifeam.com
WEBSITE www.manulifeam.com/ca
Empowered investment teams operating in a boutique environment, strengthened by the global network and resources of a financial services leader — Manulife.
Matthews Asia
Ste. 550, 4 Embarcadero Center, San Francisco, 94111
CONTACT Céline Colgan, head of North American institutional business
TEL 415-954-4545 FAX 415-788-4804
EMAIL celine.colgan@matthewsasia.com; institutional@matthewsasia.com
WEBSITE www.matthewsasia.com/institutional
Since 1991, we’ve applied our high-conviction bottom-up, fundamental investment philosophy with a focus on long-term performance.
Mawer Investment Management Ltd.
Ste. 600, 517—10th Ave. S.W., Calgary, T2R0A8
CONTACT Jamie Hyndman, director of strategic business development
TEL 403-267-1974 FAX 403-262-4099
EMAIL jhyndman@mawer.com
WEBSITE www.mawer.com
Mawer is an independent investment manager that employs a disciplined, research-driven process and long-term view in the management of global portfolios.
MFS Investment Management Canada Ltd.
35th floor, 77 King St. W., Toronto, M5K1B7
CONTACT Christine Girvan, managing director — Canada
TEL 416-862-9800
EMAIL cgirvan@mfs.com
WEBSITE www.mfs.com
An active asset manager with a uniquely collaborative structure that leverages a global platform and an unrivalled homegrown expertise to bring forward the best insights and ideas for our clients.
Northern Trust
Ste. 1910, 145 King St. W., Toronto, M5H1J8
CONTACT David Lester, senior vice-president
TEL 416-775-2215 FAX 416-366-2033
EMAIL david.lester@ntrs.com
WEBSITE www.northerntrust.com
Northern Trust is one of the largest asset managers in the world. Our core competencies include comprehensive outsourced CIO solutions, index, quantitative active and ESG mandates, and transition management services.
Northleaf Capital Partners
6th floor, 79 Wellington St. W., Box 120, Toronto, M5K1N9
CONTACT Stephen Foote, global head of sales
TEL 416-477-6164 FAX 416-304-0195
EMAIL stephen.foote@northleafcapital.com
WEBSITE www.northleafcapital.com
Northleaf has approximately $7.5 million in commitments across six global private equity funds, a specialist private equity secondary fund, two direct infrastructure funds and a private credit fund.
Orbis Investments
c/o Orbis Investment Advisory (Canada) Ltd., Ste. 2600, Metrotower I, 4710 Kingsway, Burnaby, B.C., V5H 4M2
CONTACT Chris Horwood, investment counsellor
TEL 441-296-3000 FAX 441-296-3001
EMAIL chris.horwood@orbis.com
WEBSITE www.orbis.com
Orbis is an independent investment manager with more than 25 years of experience picking global equities using a fundamental, long-term and contrarian approach.
Phillips, Hager & North Investment Management
(part of RBC Global Asset Management)
20th floor, 200 Burrard St., Vancouver, V6C3N5
CONTACT John Skeans, vice-president
TEL 604-408-6238 FAX 604-408-6023
EMAIL jskeans@phn.com
WEBSITE www.phn.com
We are the Canadian institutional arm of RBC Global Asset Management (RBC GAM), focused on delivering the full breadth of RBC GAM’s global capabilities and excellent client service.
Picton Mahoney Asset Management
Ste. 830, 33 Yonge St., Toronto, M5E1G4
CONTACT Taras Klymenko, head of institutional business
TEL 416-955-4845 FAX 416-955-4100
EMAIL tklymenko@pictonmahoney.com
WEBSITE www.pictonmahoney.com/default.aspx
Our investment strength is based on a unique combination of quantitative and fundamental research focusing on fundamental change with explicit management and control of risk.
PIMCO
Ste. 2050, 199 Bay St., Toronto, M5L1G2
CONTACT Patrice Denis, EVP, account manager
TEL 647-775-1041 FAX 416-368-3576
EMAIL patrice.denis@pimco.com; carolina.brennan@pimco.com
WEBSITE www.canada.pimco.com
PIMCO is a global investment management firm with a singular focus on preserving and enhancing investors’ assets. Our mission is grounded in an investment process designed to apply rigorous analysis identifying investment opportunities and risks.
Romspen Mortgage Investment Fund
Ste. 300, 162 Cumberland St., Toronto, M5R3N5
CONTACT Dianna Price, EVP, investor relations
TEL 416-928-5105 FAX 416-966-1161
EMAIL diannaprice@romspen.com
WEBSITE www.romspen.com
The Romspen Mortgage Investment Fund mandate is focused on capital preservation, absolute returns and performance consistency. Romspen invests primarily in short-term, commercial-first mortgages in markets underserved by the banks.
Russell Investments Canada
Ste. 5900, 100 King St. W., Toronto, M5X1E4
CONTACT Dan Noot, director, institutional sales
TEL 416-640-6202 FAX 416-362-4494
EMAIL dnoot@russellinvestments.com
WEBSITE russellinvestments.com/ca/institutional
Russell Investments consolidates its core competencies — capital market insights, manager research, portfolio construction and portfolio implementation — to build complete solutions with investors’ outcomes in mind.
Schroders
875 Third Ave., New York, 10022
CONTACT Ross Servick, head of Canada
TEL 212-632-2946 FAX 212-632-2954
EMAIL ross.servick@schroders.com
WEBSITE www.schroders.com/canada
Schroders is a global asset management firm with a 210-year history and C$596.9 billion in AUM across more than 150 actively managed strategies. We are also deeply committed to acting responsibly through our long-standing ESG initiatives and making a wider contribution to society.
Scotia Institutional Asset Management
1 Adelaide Street E., 23rd Floor, Toronto, M5C 2V9
CONTACT Jean-Pierre Cadorette, Vice President, Institutional Business Development
TEL 416-365-2991 FAX 514-296-8199
EMAIL jp.cadorette@scotiabank.com
WEBSITE www.scotiainstitutional.com
Scotia Institutional Asset Management provides progressive and innovative investment solutions to meet the challenges facing institutional clients, including pension funds, non-profits, foundations and corporations. As institutional money managers, we offer specific and relevant solutions in traditional and alternative strategies to generate investment success.
SEI Investments Canada Company
Ste. 1600, 70 York St. E., Toronto, M5J1S9
CONTACT Tom Reimer, managing director, solutions and strategies, Canada
TEL 855-734-1188 FAX 416-777-9093
EMAIL treimer@seic.com
WEBSITE www.seic.ca
SEI’s institutional group is one of the largest global providers of outsourced investment management services. We help our clients meet financial objectives.
Setanta Asset Management
8th floor, 190 Simcoe St., Toronto, M5T2W5
CONTACT Rocco Vessio, director, business development Canada
TEL 416-552-5061 MOBILE 647-823-4813
EMAIL rocco.vessio@setanta-asset.com
WEBSITE www.setanta-asset.com
Setanta Asset Management is an independent active global asset manager with a strong track record in global, global SRI, EAFE, global dividend and European equity.
Sionna Investment Managers
Ste. 1600, 8 King St. E., Toronto, M5C1B5
CONTACT Kelly Battle, CFA, MBA, vice-president, relationship management
TEL 416-203-2732 FAX 416-203-8033
EMAIL kelly.battle@sionna.ca
WEBSITE www.sionna.ca
Sionna is an active investment manager that uses a value-driven, bottom-up approach to stock selection. We focus on providing downside protection and on delivering long-term, above-average returns.
State Street Global Advisors, Ltd.
Ste. 500, 30 Adelaide St. E., Toronto, M5C3G6
CONTACT Randy Oswald, CFA, vice-president
TEL 647-775-7789 FAX 647-775-7264
EMAIL randy_oswald@ssga.com
WEBSITE www.ssga.com
With trillions in AUM, State Street Global Advisors is committed to helping financial professionals and those who rely on them achieve their investment objectives.
Sun Life Global Investments
225 King St. W., Toronto, M5V3C5
CONTACT Lori Landry, vice-president, marketing and head of institutional business
TEL 416-408-7799 FAX 416-586-0399
EMAIL lori.landry@sunlife.com
WEBSITE www.sunlifeglobalinvestments.com/institutional
We strive to ensure our investment solutions provide plan members with a choice of funds to meet their long-term financial goals.
Sun Life Institutional Investments (Canada) Inc.
150 King St. W., Toronto, M5H 1J9
CONTACT Carl S. Bang, President
TEL 416-204-3855
EMAIL carl.bang@sunlife.com
WEBSITE www.sunlifeinvestmentmanagement.com
We believe experienced investment teams can achieve excess return on a risk-adjusted basis in private assets; disciplined deal structuring can lead to superior long term returns; risk management is central to successful investing.
TD Asset Management Inc.
34th floor, TD Canada Trust Tower, 161 Bay St., Toronto, M5J2T2
CONTACT Timothy Thompson, chief operating officer
TEL 416-982-6346 FAX 416-944-6158
EMAIL timothym.thompson@tdam.com
WEBSITE www.tdaminstitutional.com
TDAM strives to offer progressive solutions that can deliver optimal risk-adjusted outcomes. We continually develop our passive, quantitative and fundamental active skills through innovative and disciplined processes.
Triasima Inc.
Ste. 1200, 1555 Peel St., Montreal, H3A3L8
CONTACT Mathieu Tanguay, president and senior partner
TEL 514-906-0667, ext. 230
FAX 514-284-3060
EMAIL mtanguay@triasima.com
WEBSITE www.triasima.com
Our investment approach combines three analytical methods to add depth and insight to conventional analysis and provides a thorough analysis of market conditions and individual stocks. This proprietary methodology is the Three-Pillar Approach™.
T. Rowe Price (Canada), Inc.
Ste. 4240, TD North Tower, 77 King St. W., Toronto, M5K1G8
CONTACT Bruce Winch, head of sales
TEL 416-360-7214 FAX 416-360-7775
EMAIL bruce_winch@troweprice.com
WEBSITE www.troweprice.com/institutional
The culture of collaboration among our 400-plus fixed income and equity investment professionals allows T. Rowe Price’s portfolio managers to quickly identify and pursue opportunities for our institutional clients.
UBS Asset Management
Ste. 4100, 161 Bay St., P.O. Box 618, Toronto, M5J2S1
CONTACT David Coyle, executive director
TEL 416-681-5200 FAX 416-681-5100
EMAIL david.coyle@ubs.com
WEBSITE www.ubs.com/assetmanagement
UBS distinguishes itself by offering investment strategies and styles in nearly every asset class. The firm aims to offer the benefits of boutiquelike capabilities backed by the global strength and resources.
Unigestion Asset Management (Canada) Inc.
27th floor, 161 Bay St., Toronto, M5J2S1
CONTACT Rémi Colcombet, director (Toronto); Francis Chartier, director (Montreal)
TEL 647-350-2025 (Toronto);
514-448-7497 (Montreal)
EMAIL rcolcombet@unigestion.com; fchartier@unigestion.com
WEBSITE www.unigestion.com
Outperformance and volatility reduction achieved through an active risk–managed approach.
Vanguard Investments Canada Inc.
Ste. 2500, 22 Adelaide St. W., Toronto, M5H4E3
CONTACT Carrie Tuck, head of marketing
TEL 416-263-7193 FAX 416-263-7124
EMAIL carrie_tuck@vanguard.com
WEBSITE www.vanguardcanada.ca
Our clients come first in everything we do. Our investments are built on the same kind of institutional philosophy you employ: a long-term, disciplined approach focused on diversification.
Vontobel Asset Management, Inc.
38th floor, 1540 Broadway, New York, 10036
CONTACTVictor Schraner, Associate Director
TEL212-415-7061
EMAIL victor.schraner@vusa.com
WEBSITE www.vusa.com
We believe long-term, stable and superior earnings growth drives long-term investment returns. We pursue this by seeking sensibly priced, high-quality companies than can grow earnings faster than the market on a sustainable basis.
Wellington Management Canada, LLP
280 Congress St., Boston, 02210
CONTACT Alan Matijas, CFA, managing director, Canada
TEL 617-263-4019 FAX 617-289-5019
EMAIL ajmatijas@wellington.com
WEBSITE www.wellington.com
We manage client assets using a broad range of equity, fixed-income, currency, specialty, alternative, asset allocation and multi-strategy investment approaches.