Addenda Capital Inc.

Ste. 2800, 800 René-Lévesque Blvd. W.,
Montreal, H3B 1X9

CONTACT: Janick Boudreau, executive vice-president

TEL: 514-908-1989

EMAIL: j.boudreau@addendacapital.com

WEBSITE: addendacapital.com

INVESTMENT PHILOSOPHY: Addenda Capital is an investment firm with more than $40 billion in assets across fixed income, equities, commercial mortgages and multiasset portfolios. We work with our clients to propose investment solutions tailored to their needs and values — leveraging cutting-edge inhouse economic research, innovative thinking and rigorous portfolio optimization aimed at delivering risk-adjusted returns. As pioneers in sustainable investing, we ensure our clients’ investments reflect all their goals.

AGF Capital Partners

Ste. 3900, CIBC Square, Tower 1, 81 Bay St.,
Toronto, M5J 0G1

CONTACT: Taras Klymenko, managing director, institutional

TEL: 416-786-0870

EMAIL: taras.klymenko@agfcapitalpartners.com

WEBSITE: agf.com/capitalpartners/

INVESTMENT PHILOSOPHY: Addenda Our philosophy is rooted in the belief that access to specialized capabilities can lead to better outcomes for investors in an increasingly complex world. Our goal is to help investors incorporate a broad range of alternative asset classes and strategies to enhance diversification and access differentiated return streams.

Amundi Canada Inc.

22nd floor, 130 Adelaide St. W.,
Toronto, M5H 3P5

CONTACT: Tanya Bishop, senior director, business development, client relations

TEL: 647-201-4225

EMAIL: tanya.bishop@amundi.com

WEBSITE: amundi.ca

INVESTMENT PHILOSOPHY: Amundi, a leading European asset manager that ranks among the top 10 global players, offers its clients a complete range of savings and investment solutions in active and passive management, in traditional or real assets. Amundi, which currently manages more than $3.67 trillion in assets, is a key player in the asset management landscape.

Aviva Investors Canada Inc.

49th floor, 100 King St. W.,
Toronto, M5X 2A2

CONTACT: Duane Green, chief executive officer, Americas

TEL: 416-360-2770

EMAIL: duane.green@avivainvestors.com

WEBSITE: avivainvestors.com/en-ca/

INVESTMENT PHILOSOPHY: Aviva Investors is a leading global asset manager that combines the breadth of our multi-asset, private and public market capabilities to deliver for your evolving needs. Our principle of collaboration ensures we come together as one team to understand clients’ different aspirations and goals. As of June 30, 2025, Aviva Investors manages more than $430 billion in assets.

BNY Investments Canada

Ste. 601, 1 York St.,
Toronto, M5J 0B6

CONTACT: David McKee, vice-president, institutional sales

TEL: 647-625-5424

EMAIL: david.mckee@bny.com

WEBSITE: bny.com

INVESTMENT PHILOSOPHY: BNY Investments is a leading investment manager, with $2.1 trill-ion in assets under management. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven investment managers offering solutions across every major asset class, with the scale, expertise and resilience of BNY.

Canso Investment Counsel Ltd.

Ste. 550, 100 York Blvd.,
Richmond Hill, Ont., L4B 1J8

CONTACT: Jason Davis, portfolio manager, vice-president, client service, marketing

TEL: 905-881-8853

EMAIL: jcaldarola@cansofunds.com

WEBSITE: cansofunds.com

INVESTMENT PHILOSOPHY: Our investment process at Canso is focused on fundamental research and security selection. We manage more than $60 billion in institutional, pension, foundation and high-net-worth assets, as at June 30, 2025.

Capital Group Canada

Ste. 3100, 181 Bay St.,
Toronto, M5J 2T3

CONTACT: Mike Tuira, vice-president

TEL: 416-815-2079

EMAIL: mike.tuira@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: At CIBC Asset Management, our purpose is to earn the role of an essential partner and trusted advisor by developing innovative solutions that create value for our clients. Our long-term strategy revolves around maintaining the strength of our active fixed income, active equity, absolute return and beta strategies while continuously enhancing our capabilities to meet the evolving needs of our clients.

CI Global Asset Management

2nd floor, 15 York St.,
Toronto, M5J 0A3

CONTACT: Terry Krinsky, vice-president, institutional

TEL: 416-275-3396

EMAIL: tkrinsky@ci.com

WEBSITE: cifinancial.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.

Desjardins Global Asset Management

20th floor, South Tower, 1 Complexe Desjardins,
Montreal, H5B 1B2

CONTACT: Natalie Bisaillon, vice-president, chief, partnership, institutional client relations

TEL: 514-214-5742

EMAIL: natalie.bisaillon@desjardins.com

WEBSITE: www.dgam.ca

INVESTMENT PHILOSOPHY: DGAM is known for its ability to design tailored solutions and build robust portfolios across several asset classes 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.

Fiera Capital

Ste. 1500, 1981 McGill College,
Montreal, H3A 0H5

CONTACT: Sarah Aves, head, institutional clients, Canada

TEL: 514-954-3300

EMAIL: saves@fieracapital.com

WEBSITE: fieracapital.com

INVESTMENT PHILOSOPHY: Fiera Capital is an independent asset management firm with a growing global presence and approximately $160.5 billion in AUM as at June 30, 2025. 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: Gabriel Lopezpineda, senior vicepresident, client relationship manager, head, institutional

TEL: 416-848-1948

EMAIL: glopezpineda@foyston.com

WEBSITE: foyston.com

INVESTMENT PHILOSOPHY: Foyston, Gordon & Payne Inc. applies a bottom-up, fundamental 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.

Hazelview Investments

4th floor, 1133 Yonge St.,
Toronto, M4T 2Y7

CONTACT: Carrie Morris, managing partner, head, client solutions, experience

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 90 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, 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.

Institutional Mortgage Capital

Ste. 1900, 199 Bay St.,
Toronto, M5L 1E9

CONTACT: Michael Beaupré, managing director

TEL: 514-294-4377

EMAIL: michael.beaupre@imcapital.com

WEBSITE: imcapital.com

INVESTMENT PHILOSOPHY: Institutional Mortgage Capital is a commercial mortgage lender and fund manager, focusing on the Canadian real estate debt and equity markets. We offer a full range of financial products to real estate owners and investors, including commercial mortgages, CMHC-insured financing, mezzanine financing, investment funds and commercial mortgage-backed securities. IMC has quickly become one of the largest independent commercial mortgage lenders in Canada, with more than $3 billion in AUM&A.

Invesco Canada Ltd.

12th floor, 16 York St.,
Toronto, M5J 0E6

CONTACT: Lisa-Marie McDermott, head, wealth management platforms

TEL: 416-324-6285

EMAIL: lisa-marie.mcdermott@invesco.com

WEBSITE: invesco.ca

INVESTMENT PHILOSOPHY: Invesco is a leading independent, global investment manager with more than U.S.$2 trillion in assets under management and offices across the globe. We offer Canadian institutional investors a diversified lineup of investment solutions ranging from traditional active, ETFs and multi-asset strategies to private markets and alternatives. We partner with clients to deliver distinct and innovative investment strategies that help meet their desired investment outcomes and unique objectives.

Mackenzie Investments

180 Queen St. W.,
Toronto, M5V 3L7

CONTACT: Gregory Hourigan, vice-president, Canadian institutional

TEL: 437-677-0797

EMAIL: greg.hourigan@mackenzieinvestments.com

WEBSITE: mackenzieinvestments.com

INVESTMENT PHILOSOPHY: Mackenzie Investments, with $224.6 billion in assets under management as of June 30, 2025, takes a long-term, disciplined approach aligned with client objectives. Our 16 investment teams are fully accountable for their strategies and bring expertise across global equities, fixed income, alternatives, currency and multi-asset solutions. We serve institutional investors in Canada, the U.S., Europe and Asia, including pension plans, foundations, endowments, insurers and subadvisory mandates.

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Contact: Robert Martins

Email: robert.martins@contexgroup.ca

Mawer Investment Management Ltd.

Ste. 600, 517 10th Ave. SW,
Calgary, T2R 0A8

CONTACT: Neeraj Jain, institutional portfolio manager

TEL: 1-800-889-6248

EMAIL: info@mawer.com

WEBSITE: mawer.com

INVESTMENT PHILOSOPHY: Be Boring. Make Money. means ignoring fads and taking a long-term view of investing. It means sticking to a disciplined, bottom-up investment approach no matter the market outlook. And it means putting the investment odds in our clients’ favour by focusing on the things we can control. In other words, we are benchmark agnostic, think probabilistically and embrace uncertainty. We seek business models with sustainable competitive advantages, regardless of industry or economic conditions.

Munro Partners

4th floor, 15 York St.
Toronto, M5J 0A3

CONTACT: Brad Haughey, vice-president, institutional investments

TEL: 647-988-3147

EMAIL: bhaughey@munropartners.com.au

WEBSITE: munropartners.com.au

INVESTMENT PHILOSOPHY: Munro’s investment philosophy targets companies with the potential for faster, more sustainable growth than the market, based on three core principles: consistent year-on-year profit increases typically lead to higher stock prices over time; growth that’s independent of cyclical factors and above competitors will generally be valued at higher multiples; and the market often underestimates a company’s growth, sustainability and cash generation capacity, creating opportunities to invest below intrinsic value.

Ninety One

Ste. 3400, 22 Adelaide St. W.,
Toronto, M5H 4E3

CONTACT: Samantha Cleyn, head, institutional, Canada

TEL: 514-214-2773

EMAIL: samantha.cleyn@ninetyone.com

WEBSITE: ninetyone.com/en/canada

INVESTMENT PHILOSOPHY: Ninety One is a global investment manager with $226 billion AUM. Founded in 1991 in South Africa, Ninety One brings a distinct perspective to global investing with a culture that thrives in complexity and embraces change. With expertise across asset classes, Ninety One partners with Canadian institutions on innovative, sustainable solutions, embedding ESG and net-zero themes to invest for a better tomorrow.

Pictet Asset Management

Ste. 3100, 1000 de la Gauchetière W.,
Montreal, H3B 4W5

CONTACT: François Forget, head, distribution, Canada

TEL: 514-518-8587

EMAIL: fforget@pictet.com

WEBSITE: am.pictet

INVESTMENT PHILOSOPHY: Pictet Asset Management specializes in active asset management for institutional clients worldwide. Focused on bespoke investment solutions, Pictet offers a range of strategies including equities, fixed income and alternatives. Its commitment to responsible investing is shown by integrating ESG criteria, aligning with the growing demand for sustainable practices among Canadian institutions and positioning them as a trusted partner for Canadian institutional investors seeking long-term growth.

PICTON Investments

Ste. 830, 33 Yonge St.,
Toronto, M5E 1G4

CONTACT: Philippe Potvin, chief sales officer

TEL: 416-779-2506

EMAIL: ppotvin@pictoninvestments.com

WEBSITE: pictoninvestments.com

INVESTMENT PHILOSOPHY: At PICTON, we believe fundamental change drives investment outcomes. Since 2004, we’ve combined quantitative models with deep research to capture change at the margin. Our conviction-led approach emphasizes disciplined, repeatable processes and better portfolio construction. Our mission is simple: to bring greater certainty to investors. We’re reshaping Canadian investing, moving beyond the traditional 60/40. Our vision: to “Build from the Bear Up” with resilience, adaptability and strength.

QV Investors Inc.

Ste. 1008, 222 Third Ave. SW,
Calgary, T2P 0B4

CONTACT: Darren Dansereau, chief executive officer

TEL: 403-265-7007

EMAIL: ddansereau@qvinvestors.com

WEBSITE: qvinvestors.com

INVESTMENT PHILOSOPHY: QV Investors is an independent, employee-owned asset and wealth management firm centred on the principles of quality and value. Our disciplined, risk-managed approach to investing has protected and added value for clients for nearly 30 years. We manage seven pooled funds, including Canadian and global equity, fixed income and balanced strategies. Our objective is to build portfolios of resilient companies that can compound growth into the future while minimizing downside risks.

SLC Management

Ste. 1100, 1 York St.,
Toronto, M5J 0B6

CONTACT: Véronique Lauzière, senior managing director, head, Canadian business development and client relationships

TEL: 514-904-9694

EMAIL: veronique.lauziere@slcmanagement.com

WEBSITE: slcmanagement.com

INVESTMENT PHILOSOPHY: SLC Management is a global institutional asset manager that offers institutional investors traditional, alternative and yield-oriented 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 group of companies: SLC Fixed Income, BGO, Crescent Capital Group, InfraRed Capital Partners and Advisors Asset Management.

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

INVESTMENT PHILOSOPHY: Sun Life Global Investments manages more than $61 billion across a diverse selection of retail mutual funds, insured wealth products, pension and institutional funds, including $14.3 billion in our flagship Sun Life Granite Target Date Funds (as at June 30, 2025). We are driven by our goal to help plan sponsors deliver the best possible retirement for their members, continually enhancing our funds and developing new and innovative solutions to achieve this goal to and through retirement.

T. Rowe Price

Ste. 4240, TD North Tower, 77 King St. W.,
Toronto, M5K 1G8

CONTACT: Lauren Bloom, head, Canada

TEL: 647-355-6887

EMAIL: lauren.bloom@troweprice.com

WEBSITE: troweprice.com/Canada

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, TD Canada Trust Tower, 161 Bay St.,
Toronto, M5J 2T2

CONTACT: Mark Cestnik, managing director, head, global institutional distribution

TEL: 416-274-1742

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.