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18 ASSET MANAGEMENT INC. Jeff Brown, President & CEO; 284 Dundas St., Ste. 218, London, ON N6B 1T6 PH: 519-433-0018 eMail: jeff.brown@18assetmanagement.com Web: www.18assetmanagement.com Investment Professionals: 3 Established: 2010 Style- Bias: All Cap; Active
ABERDEEN ASSET MANAGEMENT INC. Renee Arnold, Head of Business Development, Canada; 161 Bay St., 44th Floor, TD Canada Trust Tower, Toronto, ON M5J 2S1 PH: 416-777-5571 Fax: 866-290-9322 eMail: renee.arnold@aberdeen-asset.com Web: www.aberdeen-asset.com Investment Professionals: 581 Established: 1983 Style- Bias: Large Cap; Core; Active
ACADIAN ASSET MANAGEMENT LLC Ross A. Dowd, Senior Vice-president, Head of Global Marketing; One Post Office Square, Boston, MA 02109 PH: 617-850-3500 Fax: 617-850-3501 Web: www.acadian-asset.com Investment Professionals: 51 Established: 1986 Style- Bias: Small/Mid/Large/All Cap; Value; Manages a number of strategies across various asset classes, Alternatives; Active Fixed Income: Active
ACM ADVISORS LTD. Audrey Howe, President; 210 - 1140 Homer St., Vancouver, BC V6B 2X6 PH: 604-682-4865 Fax: 604-682-3265 eMail: ahowe@acma.ca Web: www.acma.ca Investment Professionals: 8 Established: 1992
ADDENDA CAPITAL INC. Michel Jalbert, Senior Vice-president, Business Development & Client Partnerships; 800 Rene-Levesque Blvd. W., Ste. 2750, Montreal, QC H3B 1X9 PH: 514-287-7373 Fax: 514-287-7200 eMail: m.jalbert@addenda-capital.com Web: www.addenda-capital.com Investment Professionals: 42 Established: 1996 Separate: $25M Style- Bias: Mid/Large Cap; Value, Growth, GARP, Core; Active Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Management
AEGON CAPITAL MANAGEMENT INC. R. Gregory Ross, President & Chief Executive Officer; 8th Floor - 5000 Yonge St., Toronto, ON M2N 7J8 PH: 416-883-5801 Fax: 416-883-5790 eMail: gregory.ross@aegoncapital.ca Web: www.aegoncapital.ca Investment Professionals: 11 Established: 2001 Style- Bias: All Cap; Growth, Asset Allocation; Active Fixed Income: Active Bonds: Credit DC Products/Services: Quarterly Asset Management Reviews, Periodic Review of Fund Composition within Portfolios
AGF MANAGEMENT LIMITED Michael Peck, Senior Vice-president - Institutional, Acuity Investment Management Inc.;* 66 Wellington St. W., Ste. 3100, Toronto, ON M5K 1E9 PH: 416-867-2559 Fax: 416-366-2568 eMail: michael_peck@acuityfunds.com Web: www.agf.com Investment Professionals: 64 Established: 1957 Style- Bias: Small/Mid/Large/All Cap; Value, Growth; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve
* Wholly-owned subsidiary of AGF Management Limited
ALLIANCEBERNSTEIN L.P. Wendy Brodkin, Managing Director; BCE Place, 161 Bay St. - 27th Floor, Toronto, ON M5J 2S1 PH: 416-572-2534 eMail: wendy.brodkin@alliancebernstein.com Web: www.alliancebernstein.com/institutional Investment Professionals: 516 Established: 1971 Style- Bias: All Cap; Value, Growth, Core; Active, Passive Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve
ALTRINSIC GLOBAL ADVISORS, LLC David McBain, New Business Development/Client Service; 2 Queen St. E., 18th Floor, Toronto, ON M5C 3G7 PH: 416-681-6568 Fax: 416-681-7680 eMail: dmcbain@altrinsic.com Web: www.altrinsic.com Investment Professionals: 10 Established: 2000 Style- Bias: All Cap; Value; Active DC Products/Services: For separate accounts provides Investment Management, Reporting, and Client Service
AMERICAN CENTURY INVESTMENTS Theresa Pope, Vice-president, Institutional Business Group; 666 Third Ave., 23rd Floor, New York, NY 10017 PH: 800-880-1726 Fax: 816-340-3931 eMail: institutional@americancentury.com Web: http://institutional.americancentury.com Investment Professionals: 151 Established: 1958 Style - Stock Selection; Active
AMI PARTNERS INC. Craig Labbett, Partner; 26 Wellington St. E., Ste. 800, Toronto, ON M5E 1S2 PH: 416-865-0731 Fax: 416-865-9241 eMail: clabbett@amipartners.com Web: www.amipartners.com Investment Professionals: 13 Established: 1959 Style- Bias: Large Cap; Core; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Management, Customized Reporting, Member Meetings
AMUNDI CANADA INC. Louis R. Fortin, President & Managing Director; 2000 McGill College Ave., Ste. 1920, Montreal, QC H3A 3H3 PH: 514-982-2910 Fax: 514-982-2915 eMail: louis.fortin@amundi.com Web: www.amundi.com Established: 2007 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, GARP, Core; Active, Passive Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve
ARONSON JOHNSON ORTIZ Theodore R. Aronson, Managing Principal/Portfolio Manager; 230 South Broad St., 20th Floor, Philadelphia, PA 19102 PH: 215-546-7500 Fax: 215-546-7506 eMail: aronson@ajopartners.com Web: www.ajopartners.com Investment Professionals: 27 Established: 1984 Style- Bias: Small/Mid/Large/All Cap; Value , Managed Volatility, 130/30, Dollar-neutral Long/Short; Active DC Products/Services: Investment Management, Portfolio Management, Proxy Voting, Trading
ARROW CAPITAL MANAGEMENT INC. Mark Purdy, Managing Director & CIO; 36 Toronto St., Ste. 750, Toronto, ON M5C 2C5 PH: 416-323-0477 Fax: 416-323-3199 eMail: mpurdy@arrow-capaital.com Web: www.arrow-capital.com Investment Professionals: 10 Established: 2000 Style- Bias: All Cap; Value, Growth; Active Fixed Income: Active
ARTIO GLOBAL MANAGEMENT LLC Jeff Horbal, Director, Institutional Investments; Brookfield Place, 161 Bay St., Ste. 2600, Toronto, ON M5J 2S1 PH: 416-862-2237 Fax: 416-862-2600 eMail: jeff.horbal@artioglobal.com Web: www.artioglobal.com Investment Professionals: 41 Established: 1983 Style- Bias: Small/Mid/Large/All Cap; Core; Active Fixed Income: Active Bonds: Credit - Macro/Top-down Analysis DC Products/Services: Investment Management Services
AURION CAPITAL MANAGEMENT INC. Christopher D.C. Wright, Vice-president, Business Development; 120 Adelaide St. W., Ste. 2205, Toronto, ON M5H 1T1 PH: 416-866-2420 Fax: 416-363-6206 eMail: cwright@aurion.ca Web: www.aurion.ca Investment Professionals: 14 Established: 1996 Style- Bias: Large Cap; Growth; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve
AUSPICE CAPITAL ADVISORS Basil D'Souza, Business Development; 744 4th Ave. S.W., Ste. 410, Calgary, AB T2P 3T4 PH: 888-792-9291 x5 eMail: info@auspicecapital.com Web: www.auspicecapital.com Investment Professionals: 7 Established: 2005 Style - Managed Futures, Commodity Strategies
AVIVA INVESTORS CANADA INC. Doug MacDonald, President; Naoum Tabet, Managing Director & Vice-president, Institutional Sales; 121 King St. W., Ste. 1400, Toronto, ON M5H 3T9 PH: 416-360-2769; 416-360-2766 eMail: doug.macdonald@avivainvestors.com, naoum.tabet@avivainvestors.com; Web: www.avivainvestors.ca
AXIOM INTERNATIONAL INVESTORS, LLC Shane McMahon, Vice-president - Marketing; 33 Benedict Place, Greenwich, CT 06803 PH: 203-422-8036 Fax: 203-422-8090 eMail: smcmahon@axinvest.com Web: www.axintl.com Investment Professionals: 25 Established: 1998 Style- Bias: All Cap; Growth, International, Global, Emerging Markets All Cap; U.S. Small Cap; Active
BAILLIE GIFFORD OVERSEAS LIMITED Bill Pacula, Director of Marketing, Baillie Gifford International LLC; 780 Third Ave., 47th Floor, New York, NY 10017 PH: 212-319-4637 Fax: 212-319-4639 eMail: william.pacula@bailliegifford.com Web: www.bailliegifford.com Investment Professionals: 171 Established: 1983, Parent Company Baillie Gifford & Co. - 1908 Style- Bias: All Cap; Growth; Active Fixed Income: Active
BARRANTAGH INVESTMENT MANAGEMENT INC. Robert Cruickshank, Vice-president, Marketing & Client Service; 100 Yonge St., Ste. 1700, Toronto, ON M5C 2W1 PH: 416-864-7958 Fax: 416-868-6593 eMail: cruickshank@barrantagh.com Web: www.barrantagh.com Investment Professionals: 6 Established: 1995 Style- Bias: All Cap; Value; Active Fixed Income: Active Bonds: Credit
BENTALL KENNEDY (CANADA) LP Malcolm Leitch, Chief Operating Officer; #1800 - 1055 Dunsmuir St., Vancouver, BC V7X 1B1 PH: 604-646-2812 Fax: 604-646-2805 eMail: mleitch@bentallkennedy.com Web: www.bentallkennedy.com Investment Professionals: 44 Established: 1911 Style - Active
BEUTEL, GOODMAN & COMPANY LTD. Peter Clarke, Managing Director, Client Service & Marketing; 20 Eglinton Ave. W., Ste. 2000, Toronto, ON M4R 1K8 PH: 416-485-1010 Fax: 416-485-8194 eMail: asokolova@beutelgoodman.com Web: www.beutelgoodman.com Investment Professionals: 25 Established: 1967 Style- Bias: Large Cap; Value; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Management
BLACKROCK Eric Leveille, Managing Director; 161 Bay St., Ste. 2500, Toronto, ON M5J 2S1 PH: 416-643-4040 Fax: 514-843-5198 eMail: eric.leveille@blackrock.com Web: www.blackrock.com Investment Professionals: 1,670 Established: 1988 Style- Active, Passive Fixed Income: Active, Passive Bonds: Fundamental, Active Model-based, Index DC Products/Services: Passively managed Target Date Funds, Canadian Equity, Index Equity, Balanced Index
BMO ASSET MANAGEMENT INC. Marija Finney, Senior Vice-president, Head of Institutional Sales & Service; 77 King Street W., Ste. 4200, Toronto, ON M5K 1J5 PH: 416-359-5003 Fax: 416-359-5040 eMail: marija.finney@bmo.com Investment Professionals: 33 Established: 1982 Style- Bias: Large Cap; GARP; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Management Services only
BNP PARIBAS INVESTMENT PARTNERS CANADA LTD. Simon Segall, CEO; 155 Wellington St. W., Ste. 3110, RBC Centre - Box 149, Toronto, ON M5V 3H1 PH: 416-365-3983 Fax: 416-365-3987 eMail: simon.segall@bnpparibas.com Web: www.bnpparibas-ip.com Investment Professionals: 775 Established: 1998 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, GARP, Core; Active, Passive Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve DC Products/Services: Pooled Funds available through DC recordkeeping platforms
BNY MELLON ASSET MANAGEMENT Richard Terres, Managing Director; 320 Bay St., Toronto, ON M5H 4A6 PH: 416-643-6354 Fax: 416-643-6786 eMail: richard.terres@bnymellon.com Web: www.bnymellon.com Investment Professionals: Established: 1869 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, GARP, Core; Active, Passive Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve
BRANDES INVESTMENT PARTNERS Tom Reimer, National Director, Institutional Services; 20 Bay St., Ste. 400, Toronto, ON M5J 2N8 PH: 416-306-5700 Fax: 416-306-5750 eMail: thomas.reimer@brandes.com Web: www.brandesinvestments.ca Investment Professionals: 80 Established: 1974 Style- Bias: All Cap; Value; Active Fixed Income: Active
BROOKFIELD INVESTMENT MANAGEMENT INC. Angela Vidakovich, Director, Marketing & Client Service; Brookfield Place, Ste. 300, 181 Bay St., Toronto, ON M5J 2T3 PH: 416-956-5229 Fax: 416-365-9642 eMail: angela.vidakovich@brookfield.com Web: www.brookfieldim.com Investment Professionals: 84 Established: 1989 Style- Bias: All Cap; Value, Growth; Active Fixed Income: Active Bonds: Credit
BURGUNDY ASSET MANAGEMENT LTD. Shihab Zubair, Vice-president; Bay Wellington Tower, Brookfield Place, 181 Bay St., Ste. 4510, Toronto, ON M5J 2T3 PH: 416-869-3222 Fax: 416-869-9036 eMail: szubair@burgundyasset.com Web: www.burgundyasset.com Investment Professionals: 21 Established: 1991 Style- Bias: Small/Mid/Large/All Cap; Value; Active Fixed Income: Active Bonds: Duration - 10% Credit - 80% Yield Curve - 10% DC Products/Services: Investment Management Services only
CAI CAPITAL MANAGEMENT Adam Jezewski, Director; 200 Bay St., Toronto, ON M5J 2J1 PH: 416-306-9810 Fax: 416-306-9816 Web: www.caifunds.com Investment Professionals: 15 Established: 1990
CANADIAN URBAN LIMITED Onita Blankenfeldt, Senior Vice-president, Business Development & Marketing; 10572 105th St., Edmonton, AB T5H 2W7 PH: 780-424-7722 Fax: 780-424-7799 eMail: oblankenfeldt@canadianurban.com Web: www.canadianurban.com Investment Professionals: 10 Established: 1971 Style - Core; Active
CANSO INVESTMENT COUNSEL LTD. Heather Mason-Wood, Vice-president; 100 York Blvd., Ste. 550, Richmond Hill, ON L4B 1J8 PH: 905-881-8853 Fax: 905-881-1466 eMail: clientservice@cansofunds.com Web: www.cansofunds.com Investment Professionals: 8 Established: 1997 Style - Active Fixed Income: Active Bonds: Credit
CI INSTITUTIONAL ASSET MANAGEMENT Dustin Hunt, Vice-president; 2 Queen St. E., 19th Floor, Toronto, ON M5C 3G7 PH: 416-681-6679 Fax: 416-681-8849 eMail: dhunt@ci.com Web: www.ciinstitutional.com Investment Professionals: 32 Established: 1999 Style- Bias: Small, Mid, Large, All Cap; Value, Growth, GARP, Core; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Management
CIBC GLOBAL ASSET MANAGEMENT INC. Taras Klymenko, Vice-president, Institutional Business Development; 161 Bay St., Ste. 2320, Box 500, Toronto, ON M2J 2S8 PH: 416-214-8338 Fax: 416-364-4472 eMail: taras.klymenko@cibc.ca Web: www.cibcam.com Investment Professionals: 58 Established: 1972 Style- Bias: Small/Mid/Large/All Cap; Value, GARP, Core, Sector Allocation; Active, Passive Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve
CLAYMORE INVESTMENTS Jeffrey Logan, Vice-president; 13th Floor, 200 University Ave., Toronto, ON M5H 3C6 PH: 416-813-2002 eMail: jlogan@claymoreinvestments.ca Web: www.claymoreinvestments.ca Investment Professionals: 7 Established: 2005 Style- Bias: All Cap; Value, Core; Passive Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve
CLUSTER ASSET MANAGEMENT INC. Peter de Auer, President; 9 Deer Park Cr., Ste. 1106, Toronto, ON M4V 2C4 PH: 416-413-3802 eMail: pdeauer@sympatico.ca Web: clusterassetmanagement.com Investment Professionals: 2 Established: 1991 Style- Bias: Small/All Cap, GAR; Active
CONNOR, CLARK & LUNN FINANCIAL GROUP Bruce Shewfelt, Head of Institutional Sales; 181 University Ave., Ste. 300, Toronto, ON M5H 3M7 PH: 416-862-2020 Fax: 416-363-2089 eMail: bshewfelt@cclgroup.com Web: www.cclgroup.com Investment Professionals: 63 Established: 1982 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, GARP, Core, Quantitative, Fundamental; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve
DALTON, GREINER, HARTMAN, MAHER & CO., LLC Erin Gilroy, Vice-president, Marketing & Client Service; 565 Fifth Ave., Ste. 2101, New York, NY 10017 PH: 212-557-2445 Fax: 212-557-4898 eMail: egilroy@dghm.com Web: www.dghm.com Investment Professionals: 12 Established: 1982 Style- Bias: Small/Mid/Large/All Cap; Value; Active
DESJARDINS GLOBAL ASSET MANAGEMENT Gregory J. Chrispin, Chief Operating Officer; 1 Complexe Desjardins, South Tower, 25th Floor, Box 153, Desjardins Station, Montreal, QC H5B 1B3 PH: 514-281-2833 Fax: 514-281-7253 eMail: info@desjardinsgestiondactifs.com Web: www.dglobal.com Investment Professionals: 65 Established: 1990 Style - Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve
DEUTSCHE ASSET MANAGEMENT Stephane Amara, Director; 1250 Rene-Levesque Blvd. W., Ste. 4540, Montreal, QC H3B 4W8 PH: 514-875-2519 Fax: 514-875-6896 eMail: stephane.amara@db.com Web: www.db.com Investment Professionals: 700 Established: 1870 Style - Active Fixed Income: Active
DEXIA ASSET MANAGEMENT* Christophe Vandewiele, Head of Dexia Asset Management, Canadian Representative Office; 155 Wellington St. W., 6th Floor, Toronto, ON M5V 3L3 PH: 416-974-9055 Fax: 416-955-6226 eMail: christophe.vandewiele@dexia.com Web: www.dexia-am.com Investment Professionals: 200 Established: 1996 Style- Bias: All Cap; Core, Sustainable, Responsible Investments, Microfinance Equities, Quantitative Management, Global Balanced, Structured Products, Alternative Management, External and Internal Multi-Management; Active, Passive Fixed Income: Active Bonds: Duration, Credit, Yield Curve
* Canadian Representative Office
DIMENSIONAL FUND ADVISORS Kevin Martino, Vice-president, Canadian Institutional Services; 221 Woolwich St., Guelph, ON N1H 3V4 PH: 519-265-9015 Fax: 519-265-8210 eMail: kevin.martino@dimensional.com Web: www.dfaca.com Investment Professionals: 118 Established: 1981 Style- Bias: Small/Mid/Large/All Cap; Value, Core; Active Fixed Income: Active Bonds: Credit, Yield Curve
EAGLE ASSET MANAGEMENT INC. Nancy Clark, Senior Vice-president, Institutional Marketing; 880 Carillon Parkway, St. Petersburg, FL 33716 PH: 800-237-3101 eMail: nancy.clark@eagleasset.com Web: www.eagleasset.com Investment Professionals: 48 Established: 1984 Style- Bias: Small/Mid Cap; Core; Active Fixed Income: Active Bonds: Duration, Credit
FENGATE CAPITAL MANAGEMENT Lou Serafini Jr., President; 5000 Yonge St., Ste. 1805, Toronto, ON M2N 7E9 PH: 416-488-4184 Fax: 416-488-3359 eMail: info@fengatecapital.com Web: www.fengatecapital.com Investment Professionals: 43 Established: 1974 Style- Bias: All Cap; Value; Active DC Products/Services: Infrastructure Asset Management
FIERA SCEPTRE INC. David Pennycook, Vice-chairman & Executive Vice-president, Institutional Markets; 1501 McGill College Ave., Ste. 800, Montreal, QC H3A 3M8 PH: 514-954-3300 Fax: 514-954-3325 eMail: dpennycook@fierasceptre.ca Web: www.fierasceptre.ca Investment Professionals: >60 Established: 2003 Style- Bias: Small/Mid/Large/All Cap; Value, Growth; Active, Passive Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve
FOYSTON, GORDON & PAYNE INC. David Adkins, Senior Vice-president; 1 Adelaide St. E., Ste. 2600, Toronto, ON M5C 2V9 PH: 416-362-4725 Fax: 416-367-1183 eMail: mciafardoni@foyston.com Web: www.foyston.com Investment Professionals: 19 Established: 1980 Style- Bias: Small/Large/All Cap; Value; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve
FRANKLIN TEMPLETON INSTITUTIONAL Duane Green, Senior Vice-president, Institutional Investment Services; 200 King St. W., Ste. 1400, Toronto, ON M5H 3T4 PH: 416-957-6165 Fax: 416-364-6643 eMail: dgreen2@franklintempleton.ca Web: www.franklintempletoninstitutional.ca Investment Professionals: 560 Established: 1940 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, GARP, Core ;Active Fixed Income: Active Bonds: Credit, Yield Curve
GE ASSET MANAGEMENT CANADA Keith G. Smith, President, GE Asset Management Canada; 2300 Meadowvale Blvd., Mississauga, ON L5N 5P9 PH: 905-858-6683 Fax: 905-858-5218 eMail: keith.smith@corporate.ge.com Web: www.geam.com/can/index.html Investment Professionals: 166 Established: 1988 Style- Bias: Mid/Large Cap; Value, Growth, GARP, Core; Active DC Products/Services: Investment Management
GENUS CAPITAL MANAGEMENT Christy McLeod, Portfolio Manager; 6th Floor - 900 West Hastings St., Vancouver, BC V6C 1E5 PH: 604-683-4554 Fax: 604-683-7294 eMail: cmcleod@genuscap.com Web: www.genuscap.com Investment Professionals: 13 Established: 1989 Style- Bias: Mid/Large Cap; Core Bonds: Sub-advised by Addenda Capital
GLC ASSET MANAGEMENT GROUP LTD. Mark Pomehichuk, Associate Manager, Marketing; 100 Osborne St. N., Winnipeg, MB R3C 3A5 PH: 204-946-7988 Fax: 204-946-8818 eMail: susan.haut@glc-amgroup.com Web: www.glc-amgroup.com Investment Professionals: 26 Established: 2011 Style- Bias: Mid/Large/All Cap; Growth; Active, Passive Fixed Income: Active Bonds: Duration, Credit, Yield Curve
GOLDMAN SACHS ASSET MANAGEMENT, LP Eric Lane, Chief Operating Officer of the Investment Management Division; 200 West St., New York, NY 10282 PH: 212-902-1000 Fax: 212-428-3150 Web: www.gs.com Investment Professionals: 206 Established: 1988
GREYSTONE MANAGED INVESTMENTS INC. Michael Gillis, Senior Vice-president, Business Development; 161 Bay St., Ste. 3950, Toronto, ON M5J 2S1 PH: 416-309-2182 Fax: 416-309-2189 eMail: michael.gillis@greystone.ca Web: www.greystone.ca Investment Professionals: 40 Established: 1988 Style- Bias: Large Cap; Growth; Active Fixed Income: Active Bonds: Yield Curve DC Products/Services: Investment Management Services
GRYPHON INVESTMENT COUNSEL INC. Michael Pears, Managing Partner; 20 Bay St., Ste. 1905, Toronto, ON M5J 2N8 PH: 416-364-2299 Fax: 416-362-5552 eMail: clientservices@gryphon.ca Web: www.gryphon.ca Investment Professionals: GIC - 6, GIIC - 6 Established: 1981 Style- Bias: Mid/large Cap; GARP; Active Fixed Income: Active Bonds: Duration, Yield Curve DC Products/Services: Portfolio Management
GUARDIAN CAPITAL LP Joyce Hum, Vice-president, Consultant Relations; 199 Bay St., Commerce Court West, Ste. 3100, Toronto, ON M5L 1E8 PH: 416-947-4098 Fax: 416-364-9634 eMail: jhum@guardiancapital.com Web: www.guardiancapitallp.com Investment Professionals: 33 Established: 1962
GUARDIAN ETHICAL MANAGEMENT Brian Holland, Senior Vice-president, Client Services; 199 Bay St., Commerce St. W., Toronto, ON M5L 1E8 PH: 416-350-3146 Fax: 416-364-9634 eMail: bholland@guardiancapital.com Web: www.gemportfolios.com Investment Professionals: 37 Established: 2005 Style- Bias: All Cap; GARP; Active Fixed Income: Active Bonds: Credit, Yield Curve DC Products/Services: Quarterly Client Reports, Monthly Updates and Flash Reports, Attend Client Meetings, Dedicated Client Servicing Executive
HEXAVEST INC. Robert Brunelle, Senior Vice-president; 1100 Rene-Levesque Blvd. W., Ste. 1340, Montreal, QC H3B 4N4 PH: 514-390-1225 Fax: 514-390-1184 eMail: rbrunelle@hexavest.com Web: www.hexavest.com/en Investment Professionals: 8 Established: 2004 Style- Bias: All Cap; Core with Value tilt; Active DC Products/Services: Asset Management
HIGHSTREET ASSET MANAGEMENT INC. Robin Stanton, Vice-president; 244 Pall Mall St., Ste. 350, London, ON N6A 5P6 PH: 519-963-8230 Fax: 519-850-1214 eMail: stantonr@highstreet.ca Web: www.highstreet.ca Investment Professionals: 15 Established: 1998 Style- Bias: All Cap; Core; Active Fixed Income: Passive Bonds: Credit
HILLSDALE INVESTMENT MANAGEMENT INC. Allan Hutton, Vice-president, Institutional Investment Services; 100 Wellington St. W., Toronto, ON M5K 1J3 PH: 416-913-3900 Fax: 416-913-3901 eMail: ahutton@hillsdaleinv.com Web: www.hillsdaleinv.com Investment Professionals: 9 Established: 1996 Style- Bias: Small/Mid/Large/All Cap; Core; Active Fixed Income: Passive
HORIZONS EXCHANGE TRADED FUNDS INC. Chris Sheridan, Vice-president, Institutional Sales; 26 Wellington St. E., Ste. 700, Toronto, ON M5E 1S2 PH: 416-601-2496 eMail: csheridan@horizonsetfs.com Web: www.horizonsetfs.com Established: 2005
HSBC GLOBAL ASSET MANAGEMENT (CANADA) LIMITED Francis Chartier, Head of Institutional Investments; Ste. 300 - 2001 McGill College, Montreal, QC H3A 1G1 PH: 514-286-4559 eMail: francis_chartier@hsbc.ca Web: www.assetmanagement.hsbc.com Investment Professionals: 561 (globally) Established: 1973 (globally) Style - Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve
INDUSTRIAL ALLIANCE Renee Laflamme, Vice-president, Group Savings & Retirement; 1080 Grande Allee W., Quebec City, QC G1K 7M3 PH: 418-684-5252 Fax: 418-684-5187 eMail: renee.laflamme@inalco.com Web: www.inalco.com Investment Professionals: 17 Established: 1892 Style- Bias: Mid/Large Cap Value, Growth; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Recordkeeping and Investment Management, Assistance with Enrolment, Enrolment Kit, Online Transactions, Automated IVR System, Investor Profile Questionnaire, Call Centre Services
* Minimum can be reviewed
INTACT INVESTMENT MANAGEMENT INC. Marc Provost, Senior Vice-president, Managing Director & Chief Investment Officer; 2000 McGill College, Ste. 920, Montreal, QC H3H 3H3 PH: 514-350-4900 Fax: 514-350-8550 eMail: manon.guindon@intact.net Web: www.intactfc.com Investment Professionals: 13 Established: 1978 Style- Bias: Small/Large Cap; GARP; Active Fixed Income: Active Bonds: Credit, Yield Curve
INTECH INVESTMENT MANAGEMENT LLC James McHugh, Senior Vice-president, Portfolio Management Group; 525 Okeechobee Blvd., Ste. 1800, West Palm Beach, FL 33401 PH: 561-714-0256 Fax: 561-775-1152 eMail: jmchugh@intechjanus.com Web: www.intechjanus.com Investment Professionals: 26 Established: 1987 Style- Bias: Large Cap; Value, Growth, Core, Mathematical; Active
INTEGRA CAPITAL LIMITED Charles Swanepoel, Co-chief Investment Officer & Portfolio Manager; 2020 Winston Park Dr., Oakville, ON L6H 6X7 PH: 905-829-1131 Fax: 905-829-2726 eMail: contactus@integra.com Web: www.integra.com Investment Professionals: 8 members, 10 sub-advisors Established: 2002 Style- Bias: All Cap; Value, Growth, Core; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Management Services
INTEGRATED ASSET MANAGEMENT CORP. David Mather, Executive Vice-president; 70 University Ave., Ste. 1200, Toronto, ON M5J 2M4 PH: 416-933-8274 Fax: 416-760-7446 eMail: dmather@iamgroup.ca Web: www.iamgroup.ca Investment Professionals: 26 Established: 1998 Style- Bias: Mid/Large Cap; Value; Active Fixed Income: Active Bonds: Credit
INVESCO Joe Di Massimo, Senior Vice-president; 120 Bloor St. E., Toronto, ON M4W 1B7 PH: 416-324-7442 eMail: joe.dimassimo@invesco.com Web: www.institutional.invesco.ca Investment Professionals: 736 Established: 1981 Style- Bias: Small/Mid/Large/All Cap; Value, Growth; Active, Passive Fixed Income: Active, Passive Bonds: Credit
J. ZECHNER ASSOCIATES INC. David Cohen, President; 200 Bay St., Ste. 3205, Toronto, ON M5J 2J2 PH: 416-867-8945 Fax: 416-867-8705 eMail: dcohen@jzechner.com Web: www.jzechner.com Investment Professionals: 6 Established: 1993 Style- Bias: Small/Mid/Large/All Cap; Growth; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Segregated Asset Management
J.P. MORGAN ASSET MANAGEMENT (CANADA) INC. Mark A. Doyle, Executive Director, Client Advisor; 200 Bay St., Ste. 1800, Toronto, ON M5J 2J2 PH: 416-981-9109 Fax: 416-981-9196 eMail: mark.x.doyle@jpmorgan.com Web: www.jpmorgan.com/iam Investment Professionals: 712 Established: 1871 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, GARP, Core; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Products
JARISLOWSKY FRASER LIMITED Peter Godec, Partner; 20 Queen St. W., Ste. 3100, Toronto, ON M5H 3R3 PH: 416-363-7417 Fax: 416-363-8079 eMail: pgodec@jfl.ca Web: www.jfl.ca Investment Professionals: 43 Established: 1955 Style- Bias: All Cap; GARP; Active Fixed Income: Active Bonds: Credit, Yield Curve DC Products/Services: Full Service to Direct Clients
LASALLE INVESTMENT MANAGEMENT Zelick Altman, International Director, Canada; 150 King St. W., Ste. 2103, Toronto, ON M5H 1J9 PH: 416-304-6000 Fax: 416-304-6001 eMail: zelick.altman@lasalle.com Web: www.lasalle.com Investment Professionals: 690 Established: 1980 Canada - 2000
LAZARD ASSET MANAGEMENT, LLC Robert Harrison, Director; 130 King St. W., Ste. 1800, Toronto, ON M5X 1E3 PH: 416-945-6627 eMail: robert.harrison@lazard.com Web: www.lazardnet.com Investment Professionals: 218 Established: 1970 Style- Bias: Small/Mid/Large/All Cap; Value, Core, Fundamental, Relative Value approach for Interest Rates, Credit, Currencies; Active Fixed Income: Active Bonds: Credit, Yield Curve
LEGG MASON CANADA INC. David Gregoire, Managing Director & Head of Distribution; 220 Bay St., 4th Floor, Toronto, ON M5J 2W4 PH: 416-860-0616 Fax: 416-860-0628 eMail: dgregoire@leggmasoncanada.com Web: www.leggmasoncanada.com Investment Professionals: More than 500 worldwide Established: 1972 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, GARP, Core; Active Fixed Income: Active Bonds: Duration, Credit, Yield DC Products/Services: Investment Management
LEITH WHEELER INVESTMENT COUNSEL INC. Perry Teperson, Portfolio Manager; 1500-400 Burrard St., Vancouver, BC V6C 3A6 PH: 604-683-3391 Fax: 604-683-0323 eMail: perryt@leithwheeler.com Web: www.leithwheeler.com Investment Professionals: 21 Established: 1982 Style- Bias: All Cap; Value; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve
LETKO, BROSSEAU & ASSOCIATES INC. Pierre Camu, Vice-president, Client Services; 1800 McGill College, Montreal, QC H3A 3J6 PH: 514-499-1200 Fax: 514-499-0361 eMail: pierre.camu@lba.ca Web: www.lba.ca Investment Professionals: 16 Established: 1987 Style- Bias: All Cap; Value; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve
LINCLUDEN INVESTMENT MANAGEMENT Wayne Wilson, Vice-president; 1275 North Service Rd. W., Ste. 607, Oakville, ON L6M 3G4 PH: 905-825-9000 Fax: 905-825-9525 eMail: wayne.wilson@lincluden.net Web: www.lincluden.com Investment Professionals: 6 Established: 1982 Style- Bias: All Cap; Value, Foreign Bonds; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Reports, Customized Reporting
LORD ABBETT Jon Morgan, Director of Institutional Services; 90 Hudson St., Jersey City, NJ 07302 PH: 201-827-2848 Fax: 201-827-3848 eMail: jmorgan@lordabbett.com Web: www.lordabbett.com Investment Professionals: 122 Established: 1929 Style- Bias: All Cap Value, International Core Equity Strategy; Active Fixed Income: Active Bonds: Credit
LOUISBOURG INVESTMENTS INC. Luc Gaudet, CEO; 770 Main St., Moncton, NB E1C 8L1 PH: 506-853-5410 Fax: 506-853-5457 eMail: luc.gaudet@louisbourg.net Web: www.louisbourg.net Investment Professionals: 7 Established: 1991 Style- Bias: All Cap; GARP; Active Fixed Income: Active Bonds: Credit
LYXOR ASSET MANAGEMENT S.A.* Tris Lett, Co-chief Investment Officer & Portfolio Manager; 2020 Winston Park Dr., Oakville, ON L6H 6X7 PH: 905-829-1131 Fax: 905-829-2726 eMail: contactus@integra.com or tlett@integra.com Web: www.integra.com Investment Professionals: 142 Established: 1998 Style- Bias: All Cap; GARP, Fund of Funds Multi-strategy Approach; Active DC Products/Services: Fund Management, Advisory Services, Monthly Investor Letters, Monthly Investment Profiles, Management Reports
* Represented by Integra Capital Limited in Canada
MADISON SQUARE INVESTORS LLC Steve Sexeny, Managing Director - Head of Sales & Client Services; 1180 Avenue of the Americas, 22nd Floor, New York, NY 10036 PH: 212-938-8151 Fax: 212-938-8181 eMail: steve.sexeny@msinvestors.com Web: www.msinvestors.com Investment Professionals: 11 Established: 2009 Style- Bias: Large Cap; Active
MAN INVESTMENTS CANADA CORP. Bernice Miedzinski, Managing Director, Client Advisory Group; 70 York St., Ste. 1202, Toronto, ON M5J 1S9 PH: 416-775-3655 Fax: 416-775-3601 eMail: bernice.miedzinski@man.com Web: www.man.com Investment Professionals: 350 Established: 1983 Style - Hedge Funds
MANULIFE ASSET MANAGEMENT David Scoon, Vice-president, Institutional Sales; 200 Bloor St. E., Toronto, ON M4W 1E5 PH: 416-852-5646 Fax: 416-926-5700 eMail: david_scoon@maulifeam.com Web: www.maulifeam.com Investment Professionals: 294 Established: 1949 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, Core; Active, Passive Fixed Income: Active, Passive Bonds: Duration, Credit, Yield DC Products/Services: Investment Management
MARATHON-LONDON Wilson Phillips, Client Director; Orion House, 5 Upper St. Martin's Lane, London, UK WC2H 9EA PH: 44-207-497-2211 Fax: 44-207-497-2399 eMail: wphillips@marathon.co.uk Web: www.marathon-london.com Investment Professionals: 10 Established: 1986 Style- Bias: All Cap; Core; Active
MARRET ASSET MANAGEMENT INC. Kathleen Cooney, Operations; 200 King St. W., Ste. 1902, Toronto, ON M5H 3T4 PH: 416-214-5800 Fax: 647-439-6471 eMail: kcooney@marret.com Web: www.marret.com Investment Professionals: 10 Established: 2000 Style- Active Fixed Income: Active Bonds: Credit
MARVIN & PALMER ASSOCIATES, INC. Adam Taylor, Client Service & Marketing - Principal; 1201 North Market St., Ste. 2300, Wilmington, DE 19801-1165 PH: 302-573-3570 Fax: 302-573-6772 eMail: adamtaylor@mpainc.com Web: www.marvinandpalmer.com Investment Professionals: 17 Established: 1986 Style- Bias: Large Cap; Growth; Active
MATCO FINANCIAL Jason Vincent, President & COO; 400, 407 8th Ave. S.W., Calgary, AB T2P 1E5 PH: 403-539-5742 Fax: 403-539-5744 eMail: jvincent@matcofinancial.ca Web: www.matcofinancial.ca Investment Professionals: 6 Established: 2006 Style- Bias: Small/Mid/Large Cap; GARP; Active Fixed Income: Passive Bonds: Duration, Credit, Yield Curve
MAWER INVESTMENT MANAGEMENT LTD. Jamie Hyndman, Director of Marketing; Ste. 900, 603 7th Ave. S.W., Calgary, AB T2P 2T5 PH: 403-267-1961 Fax: eMail: jhyndman@mawer.com Web: www.mawer.com Investment Professionals: 29 Established: 1974 Style- Bias: All Cap; GARP; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Plan Member Communication Meetings, Website, Quarterly Investment Newsletter
MCLEAN BUDDEN LTD. Alan Daxner, Executive Vice-president; 145 King St. W., Ste. 2525, Toronto, ON M5H 1J8 PH: 416-862-9800 Fax: 416-862-0167 eMail: adaxner@mcleanbudden.com Web: www.mcleanbudden.com Investment Professionals: 63 Established: 1947 Style- Bias: Large Cap; Value, Growth, Core; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Management
MFS INVESTMENT MANAGEMENT Sarah Donahue, Director, Relationship Management, Canada; 161 Bay St., 27th Floor, Toronto, ON M5J 2S1 PH: 416-572-2711 Fax: 617-210-8869 eMail: cgirvan@mfs.com Web: www.mfs.com Investment Professionals: 191 Established: 1924 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, GARP, Core; Active Fixed Income: Active Bonds: Credit, Yield Curve DC Products/Services: Investment Management
MONTRUSCO BOLTON INVESTMENTS INC. Richard Guay, Senior Vice-president; 1501 McGill College Ave., Ste. 1200, Montreal, QC H3A 3M8 PH: 514-842-6464 Fax: 514-282-2550 eMail: guayr@montruscobolton.com Web: www.montruscobolton.com Investment Professionals: 17 Established: 1946 Style- Bias: Small/Mid/Large/All Cap; GARP; Active Fixed Income: Active Bonds: Credit
MORGUARD INVESTMENTS LIMITED Luigi Luppi, Director, New Business & Client Services; 55 City Centre Dr., Ste. 800, Mississauga, ON L5B 1M3 PH: 905-281-5383 Fax: 905-281-1800 eMail: lluppi@morguard.com Web: www.morguard.com Investment Professionals: 880 Established: 1975 Style - Value, Growth, Core; Active
MORRISON WILLIAMS INVESTMENT MANAGEMENT Barry Morrison, CEO; 1 Toronto St., Ste. 305, Box 21, Toronto, ON M5C 2V6 PH: 416-777-2922 Fax: 416-777-0954 eMail: michaelmcnabb@morrisonwilliams.com Investment Professionals: 5 Established: 1992 Style- Bias: Large Cap; GARP; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Portfolio Management
NATCAN INVESTMENT MANAGEMENT INC. Michael Quigley, Senior Vice-president, Distribution; 1100 University St., Ste. 400, Montreal, QC H3B 2G7 PH: 514-871-7671 Fax: 514-871-7531 eMail: mquigley@natcan.com Web: www.natcan.com Investment Professionals: 45 Established: 1990 M Style- Bias: Small/ Large/All Cap; Value, Growth, GARP, Core; Active, Passive (Index Mandates) Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve
NORTHERN TRUST GLOBAL INVESTMENTS David Lester, Vice-president; 1910 - 145 King St. W., Toronto, ON M5H 1J8 PH: 416-775-2215 Fax: 416-366-2033 eMail: david_lester@ntrs.com Web: www.northerntrust.com Established: 1889 Style - Active, Passive
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Chris Loveless, President & COO; Six Suburban Ave., Stamford, CT 06901 PH: 203-975-3304 Fax: 203-975-3368 eMail: chris.loveless@osam.com Web: www.osam.com Investment Professionals: 10 Established: 2007 Style- Bias: All Cap; Core; Active
OPTIMUM ASSET MANAGEMENT Patrick Lamontagne, Senior Vice-president, Development; 425 De Maisonneuve Blvd. W., Ste. 1740, Montreal, QC H3A 3G5 PH: 514-288-7545 Fax: 514-288-4280 eMail: plamontagne@optimumasset.com Web: www.optimumasset.com Investment Professionals: 13 Established: 1985 Style- Bias: Small Cap; Value; Active Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve
ORBIS INVESTMENTS MANAGEMENT LIMITED Craig Bodenstab; Orbis House, 25 Front St., Hamilton, Bermuda, HM 11 PH: 441-296-3000 Fax: 441-296-3001 eMail: clientservice@orbisfunds.com Web: www.orbisfunds.com Investment Professionals: 65 Established: 1990 Style - Active
PANAGORA ASSET MANAGEMENT, INC. Robert Job, Head of Business Development; 470 Atlantic Ave., 8th Floor, Boston, MA 02210 PH: 617-439-6300 Fax: 617-790-2600 eMail: rjob@panagora.com Web: www.panagora.com Investment Professionals: 28 Established: 1985 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, Core; Active, Passive Fixed Income: Active, Passive Bonds: Duration, Yield Curve, Credit
* If all stock and options exercised
PAYDEN & RYGEL Brian W. Matthews, Managing Principal; 333 S. Grand Ave., Los Angeles, CA 90071 PH: 213-625-1900 Fax: 213-617-0152 eMail: rfpgroup@payden.com Web: www.payden.com Investment Professionals: 77 Established: 1983 Style- Bias: Large Cap; Core; Active, Passive Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve
PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT LTD. John Skeans, Vice-president; 20th Floor, 200 Burrard St., Vancouver, BC V6C 3N5 PH: 604-408-6000 Fax: 604-685-5712 eMail: jskeans@phn.com Web: www.phn.com Investment Professionals: 193 Established: 1964 Style- Bias: Large Cap; GARP, Quality Growth for Canadian Equities; Active Fixed Income: Active, Multiple Risk Controlling Strategies Bonds: Duration, Credit, Yield Curve DC Products/Services: Meetings, Seminars, Publications
* Part of RBC Global Asset Management
PICTET ASSET MANAGEMENT LTD. John Maratta, Senior Vice-president; 1000 de la Gauchetiere W., Ste. 3100, Montreal, QC H3B 4W5 PH: 514-288-0253 Fax: 514-288-5473 eMail: mtl-inst@pictet.com Web: www.pictet.com Investment Professionals: 194 Established: 1980 (parent - 1805) Style- Bias: All Cap (EM); Value (EM), Growth (SC), GARP (EAFE)
PIER 21 ASSET MANAGEMENT INC. David M. Star, President & CEO; 1155 Rene-Levesque Blvd. W., Ste. 2500, Montreal, QC H3B 2K4 PH: 514-397-4027 Fax: 514-875-8967 eMail: davidstar@pier21am.com Web: www.pier21am.com Established: 2005 Style- Bias: Large Cap; Value, GARP, Core; Active
PIMCO CANADA CORP. Andrew Forsyth, Vice-president; 120 Adelaide St. W., Ste. 1901, Toronto, ON M5H 1T1 PH: 416-368-3349 Fax: 416-368-3576 eMail: andrew.forsyth@pimco.com Web: www.pimco.ca Investment Professionals: 517 Established: PIMCO Canada - 2004, PIMCO (parent company) - 1971 Style - Fixed Income: Active DC Products/Services: Sub-advisory Investment Management services to a Fund of Funds DC Provider, Investment Management services to a DC Provider within Pooled Fund Trust
PRESIMA Andrew Kavouras, Head of Clients & Business Development; 1000 Jean-Paul-Riopelle Place, Ste. E-400, Montreal, QC H2Z 2B6 PH: 514-673-1375 Fax: 514-673-1378 eMail: ajkavouras@presima.com Web: www.presima.com Investment Professionals: 11 Established: 2004 Style- Bias: Mid/Large Cap; GARP; Active
PYRAMIS GLOBAL ADVISORS* Kevin Barber, Senior Vice-president, Business Manager, Institutional Sales & Service; 483 Bay St., Toronto, ON M5G 2N7 PH: 416-307-5300 Fax: 416-307-5511 eMail: kevin.barber@pyramis.com Web: www.pyramis.ca Investment Professionals: 862 Established: Fidelity Investments Canada ULC - 1987 Pyramis Global Advisors - 2005 Style- Bias: All Cap GARP; Active Fixed Income: Active Bonds: Credit, Yield Curve DC Products/Services: Investment Only
* A Fidelity Investments Company
RCM Christian Pachtner, Head of Client Relations & International Business Development; 555 Mission St., San Francisco, CA 94105 PH: 415-954-8210 Fax: 415-236-5155 eMail: christian.pachtner@rcm.com Web: www.rcm.com Investment Professionals: 273 Established: 1970 Style- Bias: Small/Mid/Large Cap; Growth, Core ; Active
ROSSEAU ASSET MANAGEMENT LTD. Jow Lee, CFO; 181 Bay St., Ste. 2920, Toronto, ON M5J 2T3 PH: 416-777-0712 Fax: 416-777-0718 eMail: jwlee@rosseau.com Web: www.rosseau.com Investment Professionals: 2 Established: 1998
RUSSELL INVESTMENTS CANADA Brian Goguen, Associate Director, Institutional Investment Services; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4 PH: 416-640-6898 eMail: bgoguen@russell.com Web: www.russell.com/ca Investment Professionals: 162 Established: 1936 Style - Multi-asset, Multi-style, Multi-manager; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Suite of Life Cycle Funds
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC. Ross Servick, Head of Canadian Business Development & North American Consultant Relations; 875 Third Ave., New York, NY 10022 PH: 212-632-2946 Fax: 212-641-3985 eMail: ross.servick@us.schroders.com Web: www.schroders.com/us Investment Professionals: 342 Established: 1804 Style- Bias: All Cap; Core; Active Fixed Income: Active DC Products/Services: Asset Management
SCOTIA ASSET MANAGEMENT L.P. Ron Smith, Vice-president & Head, Institutional Sales; 40 King St. E., Ste. 5200, Toronto, ON M5H 1H1 PH: 416-933-0685 Fax: 416-933-7481 eMail: ron_smith@scotiaam.com Web: www.scotiaassetmanagement.com Investment Professionals: 288 Established: 1877 Style- Bias: Large Cap; GARP, Core; Active Fixed Income: Active Bonds: Credit, Yield Curve
SEAMARK ASSET MANAGEMENT LTD. Andrea Perry, Vice-president & Portfolio Manager; 1801 Hollis St., Ste. 310, Halifax, NS B3J 3N4 PH: 888-303-5055 Fax: 902-423-1518 eMail: aperry@seamark.ca Web: www.seamark.ca Investment Professionals: 10 Established: 1982 Style- Bias: Large Cap; GARP; Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Management Services and Educational Services
SEI INVESTMENTS Michael E. Chwalka, Head of Institutional Sales; 70 York St., Ste. 1600, Toronto, ON M5J 1S9 PH: 416-847-6370 Fax: 416-777-9093 eMail: mchwalka@seic.com Web: www.seic.com Investment Professionals: 53 Established: 1968 Style- Bias: Style Neutral Manager of Manager Investment Programs DC Products/Services: Manager of Managers Investment Process, Manager Research and Selection, Manager Monitoring and Replacement, Target Date Funds, Diversified Asset Allocation Funds, Behavioural Finance for Member Education and Communication, Retirement Planning and Investment Selection Tools, CAP Guideline Compliance
SIONNA INVESTMENT MANAGERS Stephanie Kremer, Institutional Relationship Manager; 8 King St. E., Toronto, ON M5C 1B5 PH: 416-203-2732 Fax: 416-203-8033 eMail: stephanie_kremer@sionna.ca Web: www.sionna.ca Investment Professionals: 7 Established: 2002 Style- Bias: Large/All Cap; Value; Active
SPRUCEGROVE INVESTMENT MANAGEMENT LTD. Marcel Leroux, Vice-president, Marketing & Client Service; 181 University Ave., Ste. 1300, Toronto, ON M5H 3M7 PH: 416-363-5854 Fax: 416-363-6803 eMail: mleroux@sprucegrove.ca Web: Investment Professionals: 13 Established: 1993 Style- Bias: All Cap; Value; Active
STANDARD LIFE INVESTMENTS INC. Jay Waters, Vice-president, Central Canada; 121 King St. W., Ste. 810, Toronto, ON M5H 3T9 PH: 416-367-2049 eMail: jay.waters@standardlife.caWeb: www.sli.ca Investment Professionals: 57* Established: 1973 Style- Bias: Small/Mid/Large/All Cap; Value, Core, GARS; Active, Passive Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve, Structure Bonds, Global Index Linked Bonds DC Products/Services: Investment Management Services
* Includes US Equity Team in Boston, MA
STATE STREET GLOBAL ADVISORS, LTD. Vincent Marcoux, Vice-president, Institutional Sales; 770 Sherbrooke St. W., Ste. 1200, Montreal, QC H3A 1G1 PH: 514-282-2413 Fax: 514-282-3048 eMail: vincent_marcoux@ssga.com Web: www.ssga.ca Investment Professionals: 490 Established: 1978 Style- Bias: All Cap; Core; Active, Passive, Enhanced Fixed Income: Active, Passive, Enhanced Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Management
STONEBRIDGE FINANCIAL CORPORATION Louis Belanger, Assistant Vice-president; 20 Adelaide St. E., Ste. 1201, Toronto, ON M5C 2T6 PH: 416-364-3001 x242 Fax: 416-364-1557 eMail: lbelanger@stonebridge.ca Web: www.stonebridge.ca Investment Professionals: 15 Established: 1998
STYLUS ASSET MANAGEMENT INC. Brennan Carson or Rick Przybylski, Vice-presidents; 1525 Cornwall Rd., Unit 5, Oakville, ON L6J 0B2 PH: 416-847-5900 Fax: 416-847-5902 eMail: bcarson@stylusam.com Web: www.stylusam.com Investment Professionals: 4 Established: 2003 Style- Bias: All Cap; Value, Growth, GARP; Active Fixed Income: Passive Bonds: Yield Curve
T. ROWE PRICE Craig Siddall, Vice-president & Consultant Relations Manager; 161 Bay St., Ste. 2700, Toronto, ON M5J 2S1 PH: 416-572-2343 Fax: 416-572-4085 eMail: craig_siddall@troweprice.com Web: www.troweprice.com Investment Professionals: 385 Established: 1937 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, GARP, Core; Active Fixed Income: Active, Passive Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Management only for Canadian clients
TD ASSET MANAGEMENT INC.* Robin Lacey, Head of Relationship Management; 161 Bay St., 34th Floor, Toronto, ON M5J 2T2 PH: 416-982-6585 Fax: 416-944-6158 eMail: robin.lacey@tdam.com Web: www.tdaminstitutional.com Investment Professionals: 82 Established: 1987 Style- Bias: Large/All Cap; Value, GARP, Active Extension, Long/Short, Minimum Variance; Active, Passive Fixed Income: Active, Passive Bonds: Credit DC Products/Services: Investment Management
* Wholly-owned subsidiary of Toronto-Dominion Bank
TRIASIMA PORTFOLIO MANAGEMENT INC. Brian Burke, Vice-president; 1555 Peel St., Ste. 1205, Montreal, QC H3A 3L8 PH: 514-906-0667 x227 Fax: 514-284-3060 eMail: bburke@triasima.com Web: www.triasima.com Investment Professionals: 4 Established: 1998 Style- Bias: Small/ Large/All Cap; Core; Active Fixed Income: Active Bonds: Duration
UBS GLOBAL ASSET MANAGEMENT (CANADA) INC. David Coyle, Executive Director; 161 Bay St., Ste. 4000, Toronto, ON M5J 2S1 PH: 416-681-5200 Fax: 416-681-5100 eMail: david.coyle@ubs.com Web: ww.ubs.com/1/e/globalam/americas/canada.html Investment Professionals: Global - 481 Canada - 14 Established: 1986 (Canada) Style- Bias: Mid/Large Cap; Core, Range of Specialist Investment Products and Services, Active Fixed Income: Active Bonds: Duration, Credit, Yield Curve DC Products/Services: Investment Management only
VAN BERKOM AND ASSOCIATES INC. J. Sebastian van Berkom, President & Chief Executive Officer; 1130 Sherbrooke St. W., Ste. 1005, Montreal, QC H3A 2M8 PH: 514-985-5759 eMail: contact@vbassociates.com Web: www.vbassociates.com Investment Professionals: 10 Established: 1991 Style- Bias: Small Cap; GARP; Active DC Products/Services: Portfolio Management for Canadian and U.S. Small Cap Clients
VERTEX ONE ASSET MANAGEMENT INC. David Wallin, Vice-president; Ste. 1920 - 1177 West Hastings St., Vancouver, BC V6E 2K3 PH: 604-681-5183 Fax: 604-681-5146 eMail: dave@vertexone.com Web: www.vertexone.com Investment Professionals: 8 Established: 1997 Style - Hedge Fund (Event Driven, Long Bias, Opportunistic), Long Equity (Value, Large Cap, Active) Fixed Income: High Yield, Active
VICTORY CAPITAL MANAGEMENT INC. Paul G. Pasicznyk, Head of Institutional Sales & Relationship Management; 127 Public Square, Cleveland, OH 44114 PH: 216-689-0956 Fax: 216-689-8315 eMail: paul_g_pasicznyk@victoryconnect.com Web: www.victoryconnect.com Investment Professionals: 66 Established: 1894 Style- Bias: Small/Mid/Large Cap; Value, Growth, Core; Active Fixed Income: Passive
VONTOBEL ASSET MANAGEMENT, INC. Jeffrey Kutler, Director, Institutional Clients, North America; 1540 Broadway, 38th Floor, New York, NY 10036 PH: 212-415-7058 eMail: jeffrey.kutler@vusa.com Web: www.vusa.com Parent owned Investment Professionals: 19 Established: 1984 Style- Bias: All Cap; GARP; Active
WELLINGTON MANAGEMENT COMPANY, LLP Susan M. Pozer, Vice-president; 280 Congress St., Boston, MA 02210 PH: 617-790-7441 eMail: smpozer@wellington.com or mig@wellington.com Web: www.wellington.com Investment Professionals: 509 Established: 1928 Style- Bias: Small/Mid/Large/All Cap; Value, Growth, GARP, Core, Equity, Currency, Specialty, Alternative, Asset Allocation, Multi-strategy Fixed Income: Active Bonds: Duration, Credit, Yield Curve:
WISE CAPITAL MANAGEMENT INC. Sam Wiseman, Chief Investment Officer; Ste. 1305 - 2200 Yonge St., Toronto, ON M4S 2H4 PH: 416-483-1900 Fax: 416-483-1930 eMail: info@wisecapitalmanagement.com Web: www.wisecapitalmanagement.com Investment Professionals: 4 Established: 2000 Style- Bias: All Cap; Value; Active
