ACM Advisors Ltd.
Contact: Chad Mallow, President, Chief Executive Officer
Address: 1140 Homer St., Vancouver, BC, V6B 2X6
Phone: 855-682-4865
Fax:
Email: [email protected]
Website: www.acma.ca
Ownership:
Managed Since:
Relationships: {"INDIRECT_REAL_ESTATE":"100% commercial mortgage investments"}
Addenda Capital
Contact: Janick Boudreau, CFA, Executive Vice-president, Business Development and Client Partnerships
Address: 800, boul. René-Lévesque Ouest, Bureau 2750, Montréal, QC, H3B 1X9
Phone: 514-908-1989
Fax: 514-287-7200
Email: [email protected]
Website: addendacapital.com/
Ownership: , Public: 92.3, Third Party: Co-operators Financial Services Limited
Managed Since:
Relationships: {"OTHER_ASSET":"Commercial Mortgages - $4,130.7M ","ASSETS_UNDER_MANAGEMENT_CAD":"$3,891.3 M "}
AllianceBernstein L.P.
Contact: Alliance Bernstein C, Client Manager
Address: 501 Commerce St., Nashville, TN, 37203
Phone: 210-384-6015
Fax:
Email: [email protected]
Website: www.alliancebernstein.com/americas/en/institutions/home.html
Ownership: Principals: 25%, Public: 65%, Third Party: Equitable Holdings, Inc. (EQH)
Managed Since:
Relationships: {"Min_Inv_Pooled":"Can be discussed further as these are custom solutions","Min_Inv_Separate":"$200M is the minimum for Select US Equity Long Only strategy"}
Barings
Contact: Michael Annis, Managing Director
Address: N/A, Toronto, ON, N/A
Phone: 416-721-3385
Fax:
Email: [email protected]
Website: www.barings.com
Ownership: , Public: 100, Third Party: Wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company
BentallGreenOak
Contact: Daniel Marchand, Managing Director
Address: 1 York St., Ste. 1100, Toronto, ON, M5J 0B6
Phone: 416-681-3400
Fax:
Email: [email protected]
Website: https://bgo.com/
Ownership: Principals: Sun Life Financial, Inc. 56%*, Public: Tetragon Financial Group (a founding shareholder of GreenOak) 12.8%***, Third Party: * Sun Life Financial Inc. is an indirect majority (56%) owner of BGO and is not actively involved in the day-to-day operations of the Firm. BentallGreenOak's senior management, who do not already have an ownership interest, are in the process of purchasing the 5% ownership from Sun Life, which will bring the ownership of BGO management to 36.2%. **This is split among 11 individuals, with no one executive exceeding 3% of the ownership. *** Tetragon, a minority owner, is a publicly traded European investment firm with an asset management platform and was a founding shareholder in GreenOak. Tetragon has no role or formal vote in BGO’s investment process or decisions. Further, Tetragon and BGO do not share any operations, infrastructure or other resources. Tetragon does not have an approval right on BGO’s business plan or budget, or in the investment decisions BGO makes on behalf of its investment vehicles.
Managed Since:
BMO Global Asset Management
Contact: Ross Kappele, Head of Distribution & Client Management
Address: 100 King St W, Toronto, ON, M5X 1A1
Phone: 416-359-5217
Fax:
Email: [email protected]
Website: www.bmogam.com/ca-en/institutional/
Ownership: , Public: 100%, Third Party: BMO Financial Group
Managed Since:
BNY Mellon Asset Management Canada Ltd.
Contact: Michael Parsons, Vice-president, Institutional Sales
Address: 1 York St., Ste. 601, Toronto, ON, M5J 0B6
Phone: 416-456-9420
Fax:
Email: [email protected]
Website: BNYMellon.com
Ownership:
Managed Since:
Relationships: {"COMPANY":"BNY Mellon Asset Management Canada Ltd."}
Bonnefield Financial
Contact: Andrea Gruza, Managing Partner
Address: 141 Adelaide St. W., Ste. 510, Toronto, ON, M5H 3L5
Phone: 416-309-4487
Fax:
Email: [email protected]
Website: www.bonnefield.com
Ownership:
Managed Since:
Brookfield Asset Management
Contact: Eric Bonnor, Managing Director
Address: 181 Bay St., Toronto, ON, M5J 2T3
Phone: 416-956-5162
Fax:
Email: [email protected]
Website: www.brookfield.com
Ownership: Principals: N/A, Public: N/A, Third Party: N/A
Managed Since:
Relationships: {"Min_Inv_Pooled":"N\/A","Min_Inv_Separate":"N\/A"}
CC&L Infrastructure
Contact: Brent Wilkins, Head of Institutional Sales (Canada)
Address: 1400-130 King St. W., Toronto, ON, M5X 1C8
Phone: 416-364-5396
Fax:
Email: [email protected]
Website: www.cclinfrastructure.com
Ownership:
Managed Since:
Centurion Asset Management Inc.
Contact: Paul Mayer, Executive Vice-president, Investment Sales
Address: 25 Sheppard Ave. W., Ste. 1800, Toronto, ON, M2N 6S6
Phone: 647-204-6056
Fax:
Email: [email protected]
Website: www.centurion.ca
Ownership:
Managed Since:
CI Global Asset Management
Contact: Bradley R. Hicks, Senior Vice-president, Head of Institutional
Address: 15 York St., Toronto, ON, M5J 0A3
Phone: 416-681-6557
Fax:
Email: [email protected]
Website: ci.com
Ownership: Principals: 89.66, Public: 0, Third Party: CI Financial is an independent diversified wealth management firm; its ownership is broadly distributed with no single shareholder holding more than 10%. As at February 2022, the ownership breakdown of CI Financial. is as follows: Employees/Board of Directors: Approximately 10.34%. Publicly Held: Approximately 89.66%.
Managed Since:
Relationships: {"MULTI_ASSET_GTAA":"Liquid alternatives - tactical fixed income \/ credit","OTHER_ASSET":"Indirect Infrastructure"}
CIBC Asset Management
Contact: Carlo DiLalla, CFA, Managing Director and Head, Institutional Asset Management
Address: 161 Bay St., Ste. 2230, Toronto, ON, M5J 2S1
Phone: 416-980-2768
Fax:
Email: [email protected]
Website: www.cibcam-institutional.com
Ownership: Public: 100%, Third Party: CIBC Asset Management Inc. is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce ("CIBC"), a widely-held, publicly-traded company.
Managed Since:
Relationships: {"OTHER_ASSET":"Currency Overlay"}
Clarion Partners, LLC
Contact: Hugh Macdonnell, Managing Director
Address: 230 Park Ave., New York, NY, 10169
Phone: 4212-883-2500
Fax:
Email: [email protected]
Website: www.clarionpartners.com
Ownership: , Public: 82%, Third Party: Franklin Templeton
Managed Since:
Connor, Clark & Lunn Financial Group
Contact: Brent Wilkins, Head of Institutional Sales (Canada)
Address: 1400-130 King St. W., Toronto, ON, M5X 1C8
Phone: 416-364-5396
Fax:
Email: [email protected]
Website: www.cclgroup.com
Ownership:
Managed Since:
Connor, Clark & Lunn Financial Group Ltd.
Contact: Brent Wilkins, Head of Institutional Sales (Canada)
Address: 1400-130 King St. W., Toronto, ON, M5X 1C8
Phone: 416-862-2020
Fax: 416-363-2089
Email: [email protected]
Website: www.cclgroup.com
Ownership:
Managed Since:
Connor, Clark & Lunn Infrastructure
Contact: Brent Wilkins, Head of Institutional Sales (Canada)
Address: 1400-130 King St. W., Toronto, ON, M5X 1C8
Phone: 416-862-2020
Fax: 416-363-2089
Email: [email protected]
Website: www.cclinfrastructure.com
Ownership:
Managed Since:
Relationships: {"Min_Inv_Separate":"CC&L Infrastructure does not currently offer separately managed accounts, however, they do periodically have co-investment opportunities in specific infrastructure investments of varying sizes."}
Connor, Clark & Lunn Investment Management Ltd.
Contact: Brent Wilkins, Head of Institutional Sales (Canada)
Address: 1400-130 King St. W., Toronto, ON, M5X 1C8
Phone: 416-862-2020
Fax: 416-363-2089
Email: [email protected]
Website: www.cclinvest.com
Ownership:
Managed Since:
Crestpoint Real Estate Investments Ltd.
Contact: Brent Wilkins, Head of Institutional Sales (Canada)
Address: 1400-130 King St. W., Toronto, ON, M5X 1C8
Phone: 416-862-2020
Fax: 416-363-2089
Email: [email protected]
Website: www.crestpoint.ca
Ownership: Principals: 0, Public: 0
Managed Since:
Desjardins Global Asset Management
Contact: Firass Kansou, Institutional Relationship Manager
Address: 1, Complexe Desjardins, 20th floor South Tower, Montreal, QC, H5B 1B2
Phone: 877-353-8686
Fax:
Email: [email protected]
Website: www.dgam.ca
Ownership:
Managed Since:
Relationships: {"OTHER_ASSET":"Other: Infrastructure"}
Federated Hermes Inc.
Contact: David Gregoire, CFA,, Vice-president
Address: 1001 Liberty Ave., Pittsburgh, PA, 15222-3779
Phone: 416-527-1150
Fax: 412-288-1093
Email: [email protected]
Website: www.FederatedHermes.com
Ownership: Principals: 85%, Public: 5%, Third Party: Federated Hermes, Inc. (FHI) is a publicly traded on the New York Stock Exchange and is privately controlled. Voting shares are held in a trust among the founding members. Employee ownership approximates 15% of the traded shares. (Note: The above percentages are approximations.)
Managed Since:
Relationships: {"Min_Inv_Separate":"Please visit our legacy website, FederatedInvestors.com for specific product and services information. "}
Fidelity Canada Institutional
Contact: Michael Barnett, Executive Vice-president, Institutional
Address: 483 Bay St., Toronto, ON, M5G 2N7
Phone: 416-217-7773
Fax: 416-307-5511
Email: [email protected]
Website: institutional.fidelity.ca
Ownership:
Managed Since:
Relationships: {"Min_Inv_Pooled":"Opportunities are reviewed on a case-by-case basis","Min_Inv_Separate":"Opportunities are reviewed on a case-by-case basis"}
Fiera Capital Corporation
Contact: Vincent Cliche, Senior Analyst, Institutional markets
Address: 1981 McGill College Ave., Ste. 1500, Montreal, QC, H3A 0H5
Phone: 514-954-3300
Fax:
Email: [email protected]
Website: www.fieracapital.com
Ownership: Principals: 67, Public: 17
Managed Since:
Franklin Templeton
Contact: Duane Green, CEO & Head of Institutional
Address: 200 King St. W., Ste. 1400, Toronto, ON, M5H 3T4
Phone: 416-957-6165
Fax:
Email: [email protected]
Website: www.franklintempleton.ca
Ownership:
Managed Since:
Guardian Capital LP
Contact: Robin Lacey, Head of Institutional Asset Management
Address: 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON, M5L 1E8
Phone: 416-947-4082
Fax: 416-364-9634
Email: [email protected]
Website: www.guardiancapital.com
Ownership: , Public: 100% owned by Guardian Capital Group Limited, Third Party: Guardian Capital LP is 100% owned by the parent company Guardian Capital Group Limited
Managed Since:
GUARDIAN CAPITAL REAL ESTATE
Contact: Frank Bartello, Senior Vice-president
Address: 199 Bay St., Ste. 3100, Toronto, ON, M5L 1E8
Phone: 416-947-4017
Fax:
Email: [email protected]
Website: www.guardiancapital.com
Ownership: , Public: 100% Wholly owned by Guardian Capital Group, Third Party: Guardian Capital Group Limited
Managed Since:
GWL Realty Advisors Inc
Contact: Craig Christie, Vice-president, Institutional Investment Solutions
Address: 33 Yonge St., Toronot, ON, M5E 1G4
Phone: 204-946-4083
Fax:
Email: [email protected]
Website: www.gwlrealtyadvisors.com
Ownership: Principals: Great-West Lifeco Inc.
Managed Since:
Hillsdale Investment Management Inc.
Contact: Harry Marmer, Executive Vice-president
Address: 1 First Canadian Place, 100 King St. W., Toronto, ON, M5X 1E4
Phone: 416-913-3907
Fax: 416-913-3901
Email: [email protected]
Website: www.hillsdaleinv.com
Ownership: , Public: 20%, Third Party: Hillsdale is controlled approximately 80% by its employees and 20% by private investors.
Managed Since:
HSBC Global Asset Management (Canada) Limited
Contact: Laura McElwain, Head of Institutional Investments
Address: 16 York St., 3rd Floor, Toronto, ON, M5J 0E6
Phone: 416-868-7739
Fax:
Email: [email protected]
Website: www.global.assetmanagement.hsbc.com/canada
Ownership: , Public: 100%, Third Party: Indirect wholly-owned subsidiary of HSBC Holdings plc
Managed Since:
Invesco
Contact: Michael Peck, Senior Vice-president, Head of Canadian Institutional
Address: 120 Bloor St.E., Ste. 700, Toronto, ON, M4W 1B7
Phone: 416-324-7679
Fax:
Email:
Website: www.invesco.ca
Ownership: Principals: 93
Managed Since:
J.P. Morgan Asset Management Canada
Contact: Travis Hughes, Head of Canada Distribution Sales
Address: 66 Wellington St., Toronto, ON, M5K 1E7
Phone: 416-981-9122
Fax:
Email: [email protected]
Website: am.jpmorgan.com/us/en/asset-management/institutional/?gclid=EAIaIQobChMIvabNu9WC9wIViojICh3Dfgs_EAAYASAAEgJInfD_BwE&gclsrc=aw.ds
Ownership:
Managed Since:
MANULIFE INVESTMENT MANAGEMENT
Contact: Adam Neal, Head of Distribution - Canada
Address: NT5, 200 Bloor St. E., Toronto, ON, M4W 1E5
Phone: 416-926-3000
Fax:
Email: [email protected]
Website: www.manulifeim.com
Ownership: , Public: 100%, Third Party: Manulife Financial Corporation
Managed Since:
Relationships: {"Min_Inv_Pooled":"Varies by product","Min_Inv_Separate":"Varies by product"}
MFS Investment Management Canada Limited
Contact: Stephane Amara, Managing Director of Sales - Canada
Address: 77 King St. W., 35th Floor, Toronto, ON, M5K 1B7
Phone: 416-361-2273
Fax: 416-862-0167
Email: [email protected]
Website: www.mfs.com
Ownership:
Managed Since:
Montrusco Bolton Investments Inc
Contact: Kade Wist, Marketing Analyst
Address: 1501 Av McGill College, Montreal, QC, H3A 3M8
Phone: 438-777-9002
Fax:
Email: [email protected]
Website: www.montruscobolton.com/
Ownership: Principals: 0%, Public: 53%
Managed Since:
Northleaf Capital Partners
Contact: Stephen Foote, Managing Director, Sales
Address: 79 Wellington St W., 6th floor, Toronto, ON, M5K 1N9
Phone: 416-477-6164
Fax:
Email: [email protected]
Website: www.northleafcapital.com
Ownership: , Public: 49.9, Third Party: Mackenzie Financial Corporation and Great-West Lifeco Inc.
Managed Since:
PH&N Institutional (RBC GAM Inc.)
Contact: John Skeans, Head of Consultant Relations (Canada)
Address: 20th Floor, 200 Burrard St, Vancouver, BC, V6C 3N5
Phone: 604-408-6238
Fax: 604-685-5712
Email: [email protected]
Website: institutional.phn.com
Ownership: , Public: 100%, Third Party: PH&N Institutional is a division of RBC Global Asset Management Inc. which is 100% owned by Royal Bank of Canada
Managed Since:
Relationships: {"Min_Inv_Pooled":"Varies depending on mandate, minimum fee of $75,000 per annum applies","Min_Inv_Separate":"Varies depending on mandate, minimum fee of $150,000 per annum applies"}
Pictet Asset Management
Contact: François Forg, Head of Distribution - Canada
Address: 1000 de la Gauchetière W., Ste. 3100, Montreal, QC, H3B 4W5
Phone: 514-518-8587
Fax:
Email: [email protected]
Website: www.am.pictet
Ownership:
Managed Since:
Relationships: {"COMPANY":"Please note that we have included the number of investment professionals at Pictet Alternative Advisors, the arm of Pictet that offers alternative investment solutions in private equity, real estate and hedge funds.","Min_Inv_Separate":"Please note the minimum investment can vary by strategy and we are willing to discuss."}
Picton Mahoney Asset Management
Contact: Taras Kylmenko, Partner and Managing Director, Head of Institutional Business
Address: 33 Yonge St. - Ste. 830, Toronto, ON, M5E 1G4
Phone: 416-955-4845
Fax:
Email: [email protected]
Website: www.pictonmahoney.com
Ownership:
Managed Since:
Relationships:
Hedge Funds: Includes long/short credit and merger arbitrage mandates offered across OM, Mutual Funds and Liquid Alternatives.
Long Short Equities: Includes 130/30, Long Short, Market Neutral mandates offered across OM, Mutual Funds and Liquid Alternatives.
PIMCO Canada Corp.
Contact: Adrian Sequeira, Vice-president, Account Manager
Address: 199 Bay St., Ste. 2050, Toronto, ON, M5L 1G2
Phone: 416-828-1803
Fax: 416-368-3576
Email: [email protected]
Website: pimco.ca
Ownership: , Public: 100%, Third Party: PIMCO is a limited liability company that is a majority-owned subsidiary of Allianz Asset Management of America L.P. (“AAM”), with minority interests held by certain of AAM’s affiliates and by certain current and former officers of PIMCO.
Managed Since:
Relationships: {"Min_Inv_Pooled":"The minimum will vary between $5M to $15M depending on the strategy.","Min_Inv_Separate":"The minimum will vary between $250M to $300M depending on the strategy. "}
Russell Investments
Contact: Andrew Kitchen, Managing Director, Canada Institutional
Address: 100 King St. W., Ste. 4510, Toronto, ON, M5X 1E4
Phone: 416-640-2482
Fax:
Email: [email protected]
Website: russellinvestments.com/ca
Ownership: , Third Party: Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees, independent directors, and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.
Managed Since:
SLC Management
Contact: Heather Wolfe, Senior Managing Director, Head of Canadian Business Development
Address: 1 York St., Toronto, ON, M5J 0B6
Phone: 416-408-7834
Fax:
Email: [email protected]
Website: www.slcmanagement.com
Ownership: , Third Party: Sun Life Capital Management (Canada) Inc. is an SLC Management company that is an is an indirect wholly-owned subsidiary of Sun Life Financial Inc., a publicly traded company listed on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.
Managed Since:
Relationships: {"COMPANY":"Unless otherwise footnoted, the asset figures, client counts, and employee counts in this survey are strictly those of SLC Management\u2019s fixed income operations. The broader SLC Management organization has additional alternative capabilities through our affiliates BentallGreenOak, Crescent Capital, and InfraRed Capital Partners. ","OTHER_ASSET":"This amount includes all Canadian commercial mortgage assets managed by SLC Management, including BentallGreenOak.","ASSETS_UNDER_MANAGEMENT_CAD":"Unless otherwise footnoted, the asset figures, client counts, and employee counts in this survey are strictly those of SLC Management\u2019s fixed income operations. The broader SLC Management organization has additional alternative capabilities through our affiliates BentallGreenOak, Crescent Capital, and InfraRed Capital Partners. ","Min_Inv_Pooled":"Varies by fund","Min_Inv_Separate":"Varies"}
TD Global Investment Solutions
Contact: Mark Cestnik, Managing Director
Address: 161 Bay St., 34th Floor, Toronto, ON, M5J 2T2
Phone: 416-983-7088
Fax:
Email:
Website: www.tdaminstitutional.com
Ownership: , Third Party: TD Global Investment Solutions is a wholly-owned subsidiary of The Toronto-Dominion Bank.
Managed Since:
Relationships: {"OTHER_ASSET":"Mortgages & Infrastructure","Min_Inv_Separate":"50MM(Active), 200MM (Passive)"}
THE CANADA LIFE ASSURANCE COMPANY
Contact: Craig Christie, Vice-president, Institutional Investment Solutions, Group Customer, Canada Life
Address: 60 Osborne St. N., Winnipeg, MB, R3C 1V3
Phone: 204-946-4083
Fax: 204-946-8818
Email: [email protected]
Website: www.canadalife.com/about-us/who-we-are/investing-subsidiaries.html
Ownership: , Public: 100%, Third Party: Great-West Lifeco Inc.
Managed Since:
Triovest Inc.
Contact: Luigi Luppi, Vice-president, Investor Relations
Address: 40 University Ave., Toronto, ON, M5J 1T1
Phone: 416-941-1284
Fax:
Email: [email protected]
Website: www.triovest.com
Ownership:
Managed Since:
Wellington Management Canada ULC
Contact: Alan Matijas, Director, Canada
Address: Exchange Tower, 130 King St. W., 18th Floor, Toronto, ON, M5X 1E3
Phone: 416-847-1350
Fax:
Email: [email protected]
Website: www.wellington.com/en/canada
Ownership:
Managed Since:
Relationships: {"COMPANY":"Responses refer to services and resources provided by the affiliates of Wellington Management Group LLP.","Min_Inv_Separate":"Varies by approach"}
William Blair
Contact: Jason R. Stefanelli, Director, Head of Canada
Address: 125 High St., Ste. 1901, Boston, MA, 2110
Phone: 617-784-5662
Fax:
Email: [email protected]
Website: www.williamblair.com
Ownership:
Managed Since: