ACTUARIAL SOLUTIONS INC.
Contact: Jason Vary, President
Address: 19 Amy Croft Drive, Unit 203, Lakeshore, ON, N9K 1C7
PH: 519-979-4600
Fax: 519-979-4699
Email: jason@actuarialsolutionsinc.com
Web: actuarialsolutionsinc.com
BEUTEL, GOODMAN & COMPANY LTD.
Contact: Kimberley Woolverton, Managing Director, Head of Institutional
Address: 2000–20 Eglinton Ave. West, Toronto, ON, M4R 1K8
PH: 416-545-5367
Fax: 416-485-1799
Email: kwoolverton@beutelgoodman.com
Web: beutelgoodman.com
Managed US assets since: 1985
US asset clients: 10
US equities: Large Cap Value, $3,285M
Total US assets: $3,285M
Other assets managed: Canadian Equity, Canadian Small Cap, International Equity, Global Equity, Fixed Income
BURGUNDY ASSET MANAGEMENT LTD.
Contact: Mike Sandrasagra, VP, Global Head of Consultant Relations
Address: 181 Bay Street, Ste. 4510, Toronto, ON, M5J 2T3
PH: 416-869-8980
Fax: 416-869-1700
Email: msandrasagra@burgundyasset.com
Web: burgundyasset.com
Managed US assets since: 1996
US asset clients: 34
US equities: Large Cap Value, $179.5M; Small Cap Value, $1,580.1M
Total US assets: $1,759.6M
Other assets managed: Asian Equities (All Cap and Large Cap), Japanese Equities (All Cap and Large Cap), Canadian Equities (Small Cap, All Cap, Large Cap), EAFE Equities, Chinese Equities, Emerging Markets Equities, European Equities (All Cap and Large Cap), Global Equities (ex-Canada and including), US Equities (Small/Mid Cap, Mid Cap), Fixed Income (Universe, High Yield, Money Market)
CAPITAL GROUP CANADA
Contact: Mike Tuira, Vice-President, Institutional
Address: Brookfield Place, 181 Bay St., Ste. 3100, Toronto, ON, M5J 2T3
PH: 647-553-1054
Email: mike.tuira@capgroup.com
Web: capitalgroup.com/ca
Managed US assets since: 1931
Other assets managed: Global Equity, Canadian Equity, International Equity, Emerging Markets, Multi-Asset, Multi-Sector Fixed Income, Global Fixed Income, Emerging Markets Debt, other Fixed Income
CIBC ASSET MANAGEMENT
Contact: Carlo DiLalla, Managing Director and Head, Institutional Asset Management
Address: 161 Bay Street, 22nd Floor, Toronto, ON, M5J 2S1
PH: 365-996-2865
Email: carlo.dilalla@cibc.com
Web: cibc.com/en/asset-management.html
Managed US assets since: 1998
US asset clients: 9
US equities: Large Cap Value, $264.05M; Passive, $205.63M
Total US assets: $469.68M
Passive products: S&P 500, Russell 3000 Value
Other assets managed: Money Market, Canadian Fixed Income, Liability Driven Investments (LDI), Private Debt, Canadian Equity, EAFE Equity, Currency Overlay, Asset Mix Overlay, Global Tactical Asset Allocation, Balanced, Multi-Asset Absolute Return Strategy, Asian Equities, Commodities, Global Equity Growth
FIERA CAPITAL CORPORATION
Contact: Sarah Aves, Head of Institutional Clients
Address: 1981 McGill College Avenue, Ste. 1500, Montreal, QC, H3A 0H5
PH: 514-954-3300
Fax: 514-954-9692
Email: saves@fieracapital.com
Web: fieracapital.com
Managed US assets since: 2009
US asset clients: 18
US equities: Core, $6.98M; Large Cap Growth, $789.43M; Mid Cap Growth, $5.87M
US bonds: Real Estate, $4.85M; Cash, $251.71M
Total US assets: $1,058.83M
Other assets managed: Canadian Large Cap and Small Cap Equity, US Large Cap, SMID Cap, Mid Cap and Small Cap Equity, Large Cap Global and International Equity, Emerging and Frontier Markets, Canadian Active Universe, Canadian Credit Oriented, Money Market, Liability-Driven Investment, US Fixed Income, Liquid Alternatives, Private Debt, Private Equity, Real Estate, Agriculture, Infrastructure, Timberland
FOYSTON, GORDON & PAYNE INC.
Contact: Gabriel Lopezpineda, Senior Vice President & Client Relationship Manager, Head of Institutional
Address: 1 Adelaide Street East, Ste. 2600, Toronto, ON, M5C 2V9
PH: 416-848-1948
Fax: 416-367-1183
Email: glopezpineda@foyston.com
Web: www.foyston.com
US assets clients: 7
US equities: Large Cap Value, $421M
Other assets managed:
EAFE Equities, Global Equities, Global Smaller Companies, Canadian Equities, Canadian Equities excluding Energy, CarbonOptimized Canadian Equities, Canadian Equities with a Dividend Focus, Canadian Small-Cap Equities, Money Market, ShortTerm Bonds, Mortgages, Universe Bonds, Core Plus Bonds (Short-Term and Long-Term), Long-Term Bonds, Corporate Bonds, Preferred Shares
Managed US assets since: 1980
FRANKLIN TEMPLETON
Contact: Dennis Tew, Head of Sales, Canada
Address: 200 King St. W, Ste. 1400, Toronto, ON, M5H 3T4
PH: 416-957-6023
Email: dennis.tew@franklintempleton.ca
Web: franklintempleton.ca
Managed US assets since: 1947
US asset clients: 7
US equities: Large Cap Value, $956M; All Cap Value, $11M; Core, $211M; Large Cap Growth, $80M; Small Cap Growth, $149M
US bonds: Active, $65M
Total US assets: $1,472M
Other assets managed: Balanced Mandates, Canadian Equity, Canadian Fixed Income, Emerging Market Equity, Emerging Market Debt, Global Fixed Income, Global Equity, Global Real Estate, Hedge Funds, International Equity, Retirement Target Date/Risk Portfolios, ETFs, Infrastructure, Private Debt, Private Equity, Custom/Direct Indexing & Local Asset Management
JARISLOWSKY FRASER GLOBAL INVESTMENT MANAGEMENT
Contact: Karl Gagne (East) and Dexton Blackstock (West), Institutional Business Development
Address: 40 Temperance St. 18th floor, Toronto, ON, M5H 0B4
PH: 1-800-736-8666
Email: info@jflglobal.com
Web: www.jflglobal.com
US assets clients: 69
Other assets managed:
Bonds, Fixed Income Core Plus, Specialized Credit, Preferred Shares, Canadian Equity, US Equity, International Equity, Foreign Equity Funds, Emerging Markets Equity, Balanced Funds, Private Equity, Private Credit, Public Market Alternative Funds, Other
Managed US assets since: 1993
MAWER INVESTMENT MANAGEMENT LTD.
Contact: Neeraj Jain, Institutional Portfolio Manager
Address: 79 Wellington Street West, TD South Tower, Ste. 3410, Box 276, Toronto, ON, M5K 1J5
PH: 416-865-3929
Fax: 888-999-6657
Email: njain@mawer.com
Web: mawer.com
Managed US assets since: 1992
US asset clients: 26
US equities: Core, $1,012.1M
Total US assets: $1,012.1M
Other assets managed: Global Equity, International Equity, US Equity, Global Small Cap Equity, US Mid Cap Equity, Emerging Markets Equity, EAFE Large Cap Equity, Canadian Mid-Large Cap Equity, Canadian Small Cap Equity, Private Equity (for Canadian investors), Canadian Bonds, Global Credit, Canadian Money Market
MUNRO PARTNERS
Contact: Akilan Karuna, Head of Institutional and Strategic Partnerships
Address: 15 York Street, Toronto, ON, M5J 0A3
PH: 437-219-8386
Email: akaruna@munropartners.com.au
Web: https://www.munropartners.com/
US equities: All Cap Growth, $309.38T
Other assets managed: Global & ACWI ex US
Managed US assets since: 2023
TD GLOBAL INVESTMENT SOLUTIONS
Contact: Mark Cestnik, Managing Director
Address: 161 Bay St., Toronto, ON, M5J 2T2
PH: 416-274-1742
Email: mark.cestnik@tdam.com
Web: tdgis.com
Managed US assets since: 1994
US asset clients: 93
US equities: Core, $1,175.96M; Passive, $17,108.73M
US bonds: Other, $7,690.06M (Derivative Equity and Currency Overlay)
Total US assets: $18,284.69M
Passive products: TD Emerald US Market Index Fund, TD Emerald Pooled US Fund, TD Emerald Hedged US Market Index Pooled Fund Trust, TD Emerald Hedged US Equity Pooled Fund Trust II
Other assets managed: Canadian & US Money Market, Canadian Bonds, High Yield Bonds, US Bonds, Global Bonds, Canadian Equities, International Equities – EAFE and China, Global Equities, Emerging Market Equities, and alternative investments such as Private Debt, Mortgages, Real Estate, and Infrastructure
VAN BERKOM GLOBAL ASSET MANAGEMENT
Contact: Andy Kong, Head of Global Business Development
Address: 600 de Maisonneuve Blvd West, Ste. 2510, Montreal, QC, H3A 3J2
PH: 514-991-5754
Fax: 514-985-2430
Email: akong@vanberkomglobal.com
Web: vanberkomglobal.com
Managed US assets since: 2000 (US Small Cap); 2017 (US Small-Mid Cap)
US asset clients: 11
US equities: Core, $1,943M
Total US assets: $1,943M
Other assets managed: Canadian Small Cap Equities, Global and International Small Cap Equities