ACM ADVISORS LTD.
Contact: Jordan Ross, Associate Vice President – Fund Management
Address: 1140 Homer Street, Vancouver, BC, V6B 2X6
PH: 855.682.4865
Fax: 604.682.3265
Email: [email protected]
Web: www.acma.ca
Management Style: Passive; 100% Canadian commercial mortgages with buy-and-hold strategy. To assist ACM CMF investors with their SIPP, ACM recommends the FTSE Canada Short and Mid Overall indices, duration-weighted, plus 0.08% per month, or 1% annually.
Ownership: Principals: 25%; Publicly Held: 75%
Professional Staff: 2
Year Established: 1992
Performance Presentation Standards: Due to the unique, non-public nature of Canadian commercial mortgages, ACM does not use a benchmark to measure performance
Minimum Investment: $150,000
ADDENDA CAPITAL INC.
Contact: Janick Boudreau, CFA, Executive Vice President, Business Development and Client Partnerships
Address: 800 René-Lévesque Boulevard West, Suite 2750, Montreal, QC, H3B 1X9
PH: 514.908.1989
Fax: 514.287.7200
Email: [email protected]
Web: www.addendacapital.com
Management Style: Yield Curve, Structured Products, Immunized, Index
Ownership: Principals: 3%, Third Party: 97%
Professional Staff: 40
Year Established: 1985
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $5M, Separate: $20M
ALLIANCEBERNSTEIN LP
Contact: Wendy Brodkin, Managing Director
Address: 200 Bay Street, North Tower, Floor 12, Toronto, ON, M5J 2J2
PH: 647.375.2803
Email: [email protected]
Web: www.alliancebernstein.com/americas/en/institutions/home.html
Management Style: Active – blend of quantitative and fundamental
Ownership: Principals: 62%; Publicly Held: 25%; Third Party: 13%
Professional Staff: 42 Analysts; 44 Portfolio Management; 16 Traders
Year Established: 1971
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $10M; Separate: Varies
ALPHAFIXE CAPITAL
Contact: Stéphane Corriveau, Président, Directeur Principal
Address: 1800 Avenue, McGill College, Suite 2420, Montreal, QC, H3A 3J6
PH: 514.861.3493
Fax: 514.861.4838
Email: [email protected]
Web: www.alphafixe.com
Management Style: Active
Ownership: Principals: 100%
Professional Staff: 17
Year Established: 2008
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: No Minimum, Separate: $50M
AMUNDI CANADA INC.
Name: Tanya Bishop, Senior Vice President
Address: 2000 McGill College Avenue, Montreal, QC, H3A 3H3
PH: 647.201.4225
Email: [email protected]
Web: www.amundi.ca
Management Style: Yield Curve, Structured Products, Index, Quantitative
Ownership: Principals: 69%; Publicly Held: 29%; Third Party: 2%
Professional Staff: 100
Year Established: 1950
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $5M; Separate: $20M
BAKER GILMORE & ASSOCIATES INC.
Contact: Brent Wilkins, Senior Vice President, Head of Institutional Sales (Canada), Connor, Clark & Lunn Financial Group
Address: 1800 McGill College Avenue, Suite 1300, Montreal, QC, H3A 3J6
PH: 416.364.5396
Email: [email protected]
Web: www.bakergilmore.com
Management Style: Duration, Yield Curve, Cross Markets, Sector/Quality, and Security Selection. Baker Gilmore manages various types of fixed income strategies such as portfolio-managed versus FTSE indices/custom benchmarks, absolute return strategies, and LDI solutions. We can also manage passive strategies if requested
Ownership: Principals: 50%; Third Party: 50%
Professional Staff: 7
Year Established: 1988
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $5M, Separate: $10M
BEUTEL, GOODMAN & COMPANY LTD.
Contact: Tim Hylton, Senior Vice President, Client Service and Business Development
Address: 2000-20 Eglinton Avenue West, Toronto, ON M4R 1K8
PH: 416.485.1010
Fax: 416.485.1799
Email: [email protected]
Web: www.beutelgoodman.com
Management Style: Yield Curve, Interest Rate Anticipation (Duration), Credit Sector Allocation, Security Selection, Foreign Pay Bonds
Ownership: Principals: 51%; Third Party: 49%
Professional Staff: 9
Year Established: 1967
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $10M; Separate: $25M
BMO GLOBAL ASSET MANAGEMENT
Contact: Samantha Cleyn, Head of Institutional Sales and Service
Address: 100 King Street West, Toronto, ON, M5X 1A1
PH: 514.862.2653
Email: [email protected]
Web: www.bmogam.com/institutional
Management Style: Yield Curve, Structured Products, Index. Other: Credit and ESG;
Passive: FTSE Canada 20+ Strip Bond Index, FTSE Canada Mid Term Federal Bond Index, FTSE Canada Short Term Federal Bond Index, FTSE Canada Mid Term Corporate Bond Index, FTSE Canada Short Term Corporate Bond Index, FTSE Canada Mid Term Federal Bond Index, FTSE Canada Universe Bond Index, FTSE Canada NHA MBS 975 Index, Bloomberg Emerging Markets Tradable External Debt (EMTED) GDP Weighted Capped Index CAD Hedged
Ownership: Third Party: 100%
Professional Staff: 11
Year Established: 1982
Performance Presentation Standards: While BMO GAM is not GIPS compliant, the performance of each of the BMO Mutual Funds and BMO ETFs complies with the requirements under Part 15 of NI 81-102
Minimum Investment: Pooled: $10M; Separate: $100M
BURGUNDY ASSET MANAGEMENT LTD.
Contact: Mike Sandrasagra, Vice President, Head of Canadian Institutional Group
Address: 181 Bay Street, Suite 4510, Toronto, ON, M5J 2T3
PH: 416.869.8980
Fax: 416.869.1700
Email: [email protected]
Web: www.burgundyasset.com
Management Style: Active, Bottom-up, Credit
Ownership: Principals: 100%
Professional Staff: 3
Year Established: 1990
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $5M; Separate: $10M
CANSO INVESTMENT COUNSEL LTD.
Contact: Patrick McCalmont, Chief Strategy and Operating Officer
Address: 550–100 York Boulevard, Richmond Hill, ON, L4B 1J8
PH: 905.881.8853
Fax: 905.881.1466
Email: [email protected]
Web: www.cansofunds.com
Management Style: Credit Analysis/Bottom-up Fundamental Security Selection
Ownership: Principals: 100%
Professional Staff: 30
Year Established: 1997
Performance Presentation Standards: Modified
Dietz method as recommended by GIPS
Minimum Investment: Pooled: $10M; Separate: $250M
Minimum Investment: Pooled: $10M; Separate: $250M
CAPITAL GROUP CANADA
Contact: Kevin Martino, Vice President
Address: Brookfield Place; 181 Bay Street, Suite 3100, Toronto, ON, M5J 2T3
PH: 416.815.2128
Fax: 213.486.9223
Email: [email protected]
Web: www.capitalgroup.com/ca
Management Style: Yield Curve, Immunized, Credit, Fundamental Research
Ownership: Principals: 100%
Professional Staff: 91
Year Established: 1931
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $15M; Separate: $120M
CIBC ASSET MANAGEMENT
Contact: Carlo DiLalla, Managing Director and Head, Institutional Asset Management
Address: 161 Bay Street, Suite 2230, Toronto, ON, M5J 2S1
PH: 416.980.2768
Email: [email protected]
Web: www.cibcam-institutional.com
Management Style: Yield Curve, Structured Products, Immunized, Index, Quantitative, Multi-alpha; Passive: FTSE Universe Bond Index, FTSE Short-term Bond Index, FTSE Long-term Bond Index, FTSE Real Return Bond, Customized Liability Benchmark
Ownership: Publicly Held: 100%
Professional Staff: 30
Year Established: 1972
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $10M; Separate: $25M
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.
Contact: Brent Wilkins, Senior Vice President, Head of Institutional Sales (Canada), Connor, Clark & Lunn Financial Group
Address: 1111 West Georgia Street, Suite 2200, Vancouver, BC, V6E 4M3
PH: 416.364.5396
Fax: 416.363.2089
Email: [email protected]
Web: www.cclinvest.com
Management Style: Yield Curve, Quantitative, Credit
Ownership: Principals: 71%; Third Party: 29%
Professional Staff: 2
Year Established: 1982
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $10M; Separate: $15M
DESJARDINS GLOBAL ASSET MANAGEMENT
Contact: Natalie Bisaillon, Vice President, Chief of Partnership and Institutional Client Relations
Address: 1 Complexe Desjardins, 20th Floor, South Tower, Montreal, QC, H5B 1B2
PH: 514.214.5742
Fax: 514.281.7253
Email: [email protected]
Web: www.dgam.ca
Management Style: Yield Curve
Ownership: Third Party: 100%
Professional Staff: 13
Year Established: 1998
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $10M; Separate: $25M
FIERA CAPITAL CORPORATION
Contact: Maxime Ménard, President and Chief Executive Officer, Fiera Canada and Global Private Wealth
Address: 1981 McGill College Avenue, Montreal, QC, H3A 0H5
PH: 514.954.3300
Fax: 514.954.9692
Email: [email protected]
Web: www.fieracapital.com/en
Management Style: Yield Curve, Structured Products, Immunized, Credit, Quantitative
Ownership: Principals: 13%; Publicly Held: 80%; Third Party: 7%
Professional Staff: 31
Year Established: 2003
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $5M; Separate: $20M
FRANKLIN TEMPLETON
Contact: Dennis Tew, Head of Sales, Canada
Address: 200 King Street West, Suite 1400, Toronto, ON, M5H 3T4
PH: 416.957.6023
Email: [email protected]
Web: www.franklintempleton.ca
Management Style: Yield Curve, Immunized, Index, Quantitative. Other: Domestic Fixed Income (Canadian), Emerging Market Debt, Global Sovereigns, Local Asset Management, Mortgages/ABS, Corporate High Yield and Investment Grade, Municipals, Bank Loans and Low Duration, Private Credit
Ownership: Principals: 36%; Publicly Held: 64%
Professional Staff: 346
Year Established: 1947
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $1M; Separate: $20M–$250M (depending on mandate)
GUARDIAN CAPITAL LP
Contact: Robin Lacey, Head of Institutional Asset Management
Address: 199 Bay Street, Commerce Court West, Suite 2700, Toronto, ON, M5L 1E8
PH: 416.947.4082
Fax: 416-364-9634
Email: [email protected]
Web: www.guardiancapital.com
Management Style: Yield Curve, Structured Products, Immunized, Quantitative
Ownership: Third Party: 100%
Professional Staff: 9
Year Established: 1962
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $1M; Separate: Varies by mandate
INSTITUTIONAL MORTGAGE CAPITAL
Contact: Ken McKinnon, Senior Managing Director
Address: 199 Bay Street, Suite 1900, Toronto, ON, M5L 1E9
PH: 416.722.7983
Email: [email protected]
Web: www.imcapital.com/
Management Style: Active
Ownership: Principals: 80%; Third Party: 20%
Professional Staff: 23
Year Established: 2009
Performance Presentation Standards: Ontario Securities Commission compliant
Minimum Investment: $5M
JARISLOWSKY FRASER
Contact: Chad Van Norman, Head of Institutional
Address: Head Office: 1010 Sherbrooke Street West, 20th Floor, Montreal, QC, H2A 2R7
PH: 1.800.736.8666
Email: [email protected]
Web: www.jflglobal.com
Management Style: Yield Curve, Credit; Products: Universe; Global Bonds; High Yield; Long; Core Plus; Corporate; Absolute Return; Liability-Driven
Year Established: 1955
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $10M;
Separate: $25M
LEITH WHEELER INVESTMENT COUNSEL LTD.
Contact: Ben Homsy, Portfolio Manager and Head of Institutional Business Development
Address: 400 Burrard Street, Suite 1500, Vancouver, BC, V6C 3A6
PH: 604.655.3625
Fax: 604.683.0323
Email: [email protected]
Web: www.leithwheeler.com
Management Style: Yield Curve, Credit Duration
Ownership: Principals: 100%
Professional Staff: 11
Year Established: 1982
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $3M; Separate: $10M
MATCO FINANCIAL INC.
Contact: Trevor Galon, Chief Investment Officer
Address: 350-440 2nd Avenue SW, Calgary, Alberta, T2P 5E9
PH: 403.899.8975|
Email: t[email protected]
Web: https://matcofinancialinc.com
Management Style: Yield Curve
Ownership: Principals: 100%
Year Established: 2006
Performance Presentation Standards: Non-GIPS
Minimum Investment: Pooled: $1M; Separate: $1M
MAWER INVESTMENT MANAGEMENT LTD.
Contact: Neeraj Jain, Institutional Portfolio Manager
Address: 79 Wellington Street West, TD South Tower, Suite 3410, Box 276, Toronto, ON, M5K 1J5
PH: 416.865.3929
Fax: 416.865.3357
Email: [email protected]
Web: www.mawer.com
Management Style: Yield Curve, Credit
Ownership: Principals: 100%
Professional Staff: 6
Year Established: 1974
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $10M; Separate: $50M
MFS INVESTMENT MANAGEMENT CANADA LIMITED
Contact: Christine Girvan, Senior Managing Director – Institutional Sales
Address: 77 King Street West, 35th Floor, Toronto, ON, M5K 1B7
PH: 416.361.7273
Email: [email protected]
Web: www.mfs.com
Management Style: Asset and Sector Allocation, Security Selection, Duration and Yield Curve, Region, Currency
Ownership: Principals: 20%; Third Party: 80%
Professional Staff: 117
Year Established: 1924
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $0M; Separate: Dependent on strategy
PENDERFUND CAPITAL MANAGEMENT LTD.
Contact: Tom Sawchuck, Associate, Institutional and Family Office Wealth Services in Institutional Sales
Address: 1830–1066 West Hastings Street, Vancouver, BC, V6E 3X2
PH: 604.688.1511
Fax: Front Desk: 866-377-4743 | 604-688-1511
Email: [email protected]
Web: www.penderfund.com
Management Style: Active
Ownership: Principals: 89%; Third Party: 11%
Professional Staff: 6
Year Established: 2003
Minimum Investment: Pooled: $10M;
Separate: $25M
PICTET ASSET MANAGEMENT
Contact: François Forget, Head of Distribution – Canada
Address: 1000 de la Gauchetière Ouest, Suite 3100, Montreal, QC, H3B 4W5
PH: 514-518-8587
Email: [email protected]
Web: www.am.pictet
Management Style: Yield Curve, Index, Emerging Market Debt, Global Sovereigns, Absolute Return Fixed Income, Corporate High Yield and Investment Grade, Sustainable Credit, Strategic Credit
Ownership: Principals: 100%
Professional Staff: 124
Year Established: 1980 (Parent company in 1805)
Performance Presentation Standards: GIPS
Minimum Investment: Pooled and Separate: Varies by strategy
PICTON MAHONEY ASSET MANAGEMENT
Contact: Taras Klymenko, Head of Institutional Business
Address: 33 Yonge Street, Suite 830, Toronto, ON, M5E 1G4
PH: 416.955.4845
Email: [email protected]
Web: www.pictonmahoney.com
Management Style: Yield Curve, Structured Products, Immunized, Passive, Index, Quantitative. Other: Fixed income strategies include Long/Short Credit and Event-driven Credit
Ownership: Principals: 100%
Professional Staff: 7 – including Portfolio Managers, Analysts and Traders
Year Established: 2004
Minimum Investment: Pooled: $5M; Separate: $25M
QV INVESTORS INC.
Contact: Kathleen Wylie, Manager, Business Development and Client Relations
Address: 1008, 222 3 Avenue SW, Calgary, AB, T2P 0B4
PH: 403.265.7007 x 330
Fax: 403.266.6524
Email: [email protected]
Web: www.qvinvestors.com
Management Style: Credit, Duration
Ownership: Principals: 100%
Professional Staff: 2
Year Established: 1996
Performance Presentation Standards: Verified by ACA Compliance Group
Minimum Investment: Pooled: $0.5M; Separate: $5M
RP INVESTMENT ADVISORS LP
Contact: Zachary Barsky, Director, Client Portfolio Management
Address: 39 Hazelton Avenue, Toronto, ON, M5R 2E3
PH: 647.776.2566
Fax: 647.288.2002
Email: [email protected]
Web: https://rpia.ca
Management Style: Active Security Selection
Ownership: Principals: 100%
Professional Staff: 35
Year Established: 2009
Minimum Investment: Pooled: varies; Separate: varies
SLC MANAGEMENT
Contact: Heather Wolfe, Senior Managing Director, Head of Canadian Business Development
Address: 1 York Street, Toronto, ON, M5J 0B6
PH: 416.408.7834
Email: [email protected]
Web: www.slcmanagement.com
Management Style: Immunized, Credit
Professional Staff: 187
Year Established: 2013
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $M varies; Separate: $M varies
Statistics (As of September 30, 2023)
Universe: (1)
Real Return: (2)
Mortgages: $473.3M
Private Debt: $3,788M
Long: (3)
US Bonds: $1,849.2M (4)
Core Plus: $48.8M
Corporate: $1,439M (5)
Emerging Markets Debt:
Fixed Income ETFs:
Other: $2,141.3M (6)
SUN LIFE GLOBAL INVESTMENTS
Contact: Anne Meloche, Head of Institutional Business
Address: 1 York St, Toronto, ON, M5J 0B6
PH: 514.347.6137
Email: [email protected]
Web: www.slgiinstitutional.com
Management Style: Yield Curve, Passive: FTSE Canada Universe Bond Index,
Canadian Bonds - Active: multi-strategy/multi-manager
Ownership: Third Party: 100%
Year Established: 2010
TD GLOBAL INVESTMENT SOLUTIONS
Contact: Mark Cestnik, Managing Director
Address: 161 Bay Street, 34th Floor, Toronto, ON, M5J 2T2
PH: 416.274.1742
Email: [email protected]
Web: www.tdgis.com
Management Style: Yield Curve, Immunized; Passive: FTSE Canada Universe Bond Index, FTSE Canada All Government Bond Index, FTSE Canada All Corporate Bond Index, FTSE Canada Long Term Overall Bond Index. Short Liability Driven Benchmark – The custom benchmark is a portfolio of provincial bonds that is structured to match the future obligations of a typical Canadian pension plan consisting of a high proportion of retirees; Mid Liability Driven Benchmark – The custom benchmark is a portfolio of provincial bonds that is structured to match the future obligations of a typical Canadian pension plan consisting of a blend of retirees and active members; Long Liability Driven Benchmark – The custom benchmark is a portfolio of provincial bonds that is structured to match the future obligations of a typical Canadian pension plan consisting of a high proportion of active members; FTSE Canada Long Term Corporate Bond Index, 50% FTSE Canada Short Term Corporate Bond Index + 50% FTSE Canada Mid Term Corporate Bond Index, FTSE Canada Universe Bond Index, FTSE Canada 20+ Strip Bond Index, FTSE Canada Real Return Bond Index, FTSE Canada Long Term Government Bond Index, FTSE Canada Long Term Provincial Bond Index, 3x FTSE Canada Long Term Provincial Bond Index minus 2x one-month CDOR, 2 x FTSE Canada Real Return Bond Index – 1 month CDOR, FTSE Canada Mid Term Provincial Bond Index
Ownership: Third Party: 100%
Professional Staff: 87
Year Established: 1987
Performance Presentation Standards: GIPS
Minimum Investment: Pooled: $17M; Separate: $50M active and $200M passive
T. ROWE PRICE
Contact: Lauren Bloom, Head of Canada Distribution
Address: 77 King Street West, Suite 4240, Toronto, ON, MSK 1A2
PH: 416.360.5777
Email: [email protected]
Web: www.troweprice.com
Management Style: Global Bonds, Mortgages, High Yield, Long, US Bonds, Core Plus, Corporate, Emerging Markets Debt, Fixed Income ETFs. We implement a bottom-up, fundamental investment approach across all of our fixed income strategies, performing deep and focused credit research.
Ownership: Publicly Held: 100%
Professional Staff: 237
Year Established: 1937
Performance Presentation Standards: Global Investment Performance Standards (GIPS®)
Minimum Investment: Pooled: varies; Separate: varies