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Fixed Income ManagersPrivileged and confidential, not for further distribution
AEGON CAPITAL MANAGEMENT INC. Neil Tolentino, Senior Sales & Marketing Analyst; 5000 Yonge St., Toronto, ON M2N 7J8 PH: 416-883-5793 Fax: 416-883-5790 Web: www.aegoncapital.ca Canadian Clients: 6 Products/Services: Universe, Corporate, Insurance Corporate Assets (asset/liability matching) Total Fixed Income Managed: $36M
AIM TRIMARK INVESTMENTS Bruce Winch, Vice-president & National Lead; 120 Bloor St. E., Ste. 700, Toronto, ON M4W 1B7 PH: 416-324-7448 Fax: 416-324-6188 Products/Services: Universe, ALLIANCEBERNSTEIN L.P. Sandra Nuttall, Director of Client Relations & President of AllianceBernstein Canada, Inc.; BCE Place, 161 Bay St., 27th Floor, Toronto, ON M5J 2S1 PH: 416-601-1262 Web: www.alliancebernstein.com/institutional Canadian Clients: 40 (represents Fixed Income accounts) Products/Services: Global Bonds, US Bonds (includes US Fixed Income Strategies), Mortgages, Corporate (includes Investment-grade Corporates), Emerging Markets Debt, High Yield, Regional Non-US Fixed Income Assets Total Fixed Income Managed: $2,243M AMI PARTNERS INC. Craig Labbett, Vice-president, Marketing; 26 Wellington St. E., Ste. 800, Toronto, ON M5E 1S2 PH: 416-865-0731 Fax: 416-865-9241 Web: www.amipartners.com Canadian Clients: 14 Products/Services: Universe, Long, Real Return, Corporate, Immunized Total Fixed Income Managed: $589M AURION CAPITAL MANAGEMENT INC. James Clark, Vice-president, Business Development; 120 Adelaide St. W., Toronto, ON M5H 1T1 PH: 416-866-2445 Fax: 416-363-6206 Web: www.aurion.ca Canadian Clients: 2 Products/Services: Universe, Real Return Total Fixed Income Managed: $611.2M
BARCLAYS GLOBAL INVESTORS CANADA LIMITED Bill Chinery, Head of Client Relationships; BCE Place, 161 Bay St., Ste. 2500, Toronto, ON M5J 2S1 PH: 416-643-4000 Fax: 416-643-4049 Web: www.barclaysglobal.com Canadian Clients: 83 Products/Services: Universe, Long, US Bonds, Real Return, Core Plus, Short-term Total Fixed Income Managed: $12,182.4M BARRANTAGH INVESTMENT MANAGEMENT INC. Robert Cruickshank, Vice-president, Marketing & Client Services; 100 Yonge St., Ste. 1700, Toronto, ON M5C 2W1 PH: 416-868-6295 Fax: 416-868-6593 Web: www.barrantagh.com Canadian Clients: 1 Products/Services: Universe Total Fixed Income Managed: $42.3M BEUTEL, GOODMAN & COMPANY LTD. William W. Ashby, President; 20 Eglinton Ave. W., Ste. 2000, Toronto, ON M4R 1K8 PH: 416-485-1010 Fax: 416-485-1799 Web: www.beutelgoodman.com Canadian Clients: 69 Products/Services: Universe, Long, Short-term Fixed Income, Total Fixed Income Managed: $5,229M
BRANDES INVESTMENT PARTNERS, L.P. Clifford Schireson, Co-head of Fixed Income; 11988 El Camino Real, Ste. 500, San Diego, CA 92130 PH: 858-755-0239 Fax: 858-755-0916 Web: www.brandes.com HYPERION BROOKFIELD ASSET MANAGEMENT, INC. Stacey Berkman, Vice-president; 200 Vesey St., 10th Floor, New York, NY 10281-1010 PH: 212-549-8469 Fax: 212-549-8309 Web: www.hyperionbrookfield.com Products/Services: US Bonds, Mortgages, Corporate, High Yield 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 Web: www.cansofunds.com Canadian Clients: 7 Products/Services: Corporate, High Yield, Taxable Bond Total Fixed Income Managed: $466.6M CIBC ASSET MANAGEMENT Rick Nino, Vice-president, Business Development; 130 King St. W., Ste. 2200, Toronto, ON M5X 1B1 PH: 416-364-5620 Fax: 416-364-4472 Web: www.cibcam.com Canadian Clients: 114 Products/Services: Universe, Long, Global Bonds, Real Return, Mortgages, High Yield, Index Plus, Money Market, Short, Immunized, Index, Private Management Total Fixed Income Managed: $9,486M COUNSELLING LIMITED Judith Lowes, Vice-president, Investment Services; 130 Macdonell St., Guelph, ON N1H 6P8 PH: 519-767-3901 Fax: 519-824-7040 Web: www.cooperatorsinvestment.ca Canadian Clients: 15 Products/Services: Universe, US Bonds, Mortgages, Socially Responsible, Sector Value Total Fixed Income Managed: $2,466.6M
CORDIANT David G. Creighton, President & CEO; 1010 Sherbrooke St. W., Ste. 2400, Montreal, QC H3A 2R7 PH: 514-286-1142 Fax: 514-286-4203 Web: www.cordiantcap.com Canadian Clients: 3 Products/Services: Emerging Market Private Debt Total Fixed Income Managed: $652M DEUTSCHE ASSET MANAGEMENT Geoffrey Moore, Managing Director; 1250 Rene Levesque Blvd. W., Ste. 4540, Montreal, QC H3B 4W8 PH: 514-875-5163 Fax: 514-875-6896 Web: www.deamcanada.db.com Total Fixed Income Managed: $1,196M
FIERA YMG CAPITAL Sam Reda, Vice-chairman; 1501 McGill College Ave., Ste. 900, Montreal, QC H1M 2E6 PH: 514-954-3300 Fax: 514-954-3325 Web: www.fieraymg.com Canadian Clients: 60 Products/Services: Universe, Long, Real Return, Mortgages, Structured Fixed Income, Index Bonds, Money Market Total Fixed Income Managed: $5,835.5M FOYSTON, GORDON & PAYNE INC. Jim Houston, Vice-president & Portfolio Manager; 1 Adelaide St. E., Ste. 2600, Toronto, ON M5C 2V9 PH: 416-362-4725 x262 Fax: 416-367-1183 Web: www.foyston.com Canadian Clients: 51 Products/Services: Universe, High Yield Total Fixed Income Managed: $1,106M
GREYSTONE MANAGED INVESTMENTS INC. Mark Schoenhals, Chief Marketing Officer; 1230 Blackfoot Dr., Ste 300, Regina, SK S4S 7G4 PH: 306-779-6400 Fax: 306-584-0552 Web: www.greystone.ca Canadian Clients: 60 Products/Services: Universe, Long, Global Bonds, Mortgages, Private Debt, High Yield Total Fixed Income Managed: $5,402.3M GUARDIAN CAPITAL LP Nadi Naderi, Vice-president, Investment Services; Commerce Court West, 199 Bay St., Toronto, ON M5L 1E8 PH: 416-947-4039 Fax: 416-364-9634 Web: www.guardiancapitallp.com Canadian Clients: 26 (14 Specialty Fixed Income, 12 Fixed Income component of Balanced Fund accounts) Products/Services: Universe, Long, Global Bonds, Real Return, High Yield, Structured, Short-term/Money Market, Index-enhanced Total Fixed Income Managed: $3,341M GWL INVESTMENT MANAGEMENT LTD. Patrick J. Clarke, Vice-president, Investment Counselling; 100 Osborne St. N., Winnipeg, MB R3C 3A5 PH: 204-946-8701 Fax: 204-946-8818 Web: www.gwlim.ca Products/Services: Universe, Global Bonds (International Bonds), Mortgages, Money Market Total Fixed Income Managed: $2,424.2M
ING INVESTMENT MANAGEMENT INC. Marc Provost, Senior Vice-president, Managing Director & Chief Investment Officer; 2000 McGill College, Ste. 920, Montreal, QC H3A 3H3 PH: 514-350-8530 Fax: 514-350-8550 Web: www.ingim.com Canadian Clients: 1 Products/Services: Universe Total Fixed Income Managed: $261M
J. ZECHNER ASSOCIATES INC. David Cohen, President; BCE Place, 161 Bay St., Ste. 4750, Box 623, Toronto, ON M5H 2S1 PH: 416-867-8649 Fax: 416-867-8705 Web: www.jzechner.com Canadian Clients: 15 Products/Services: Universe, Long, Corporate, Short Duration Total Fixed Income Managed: $1,015M JARISLOWSKY FRASER LIMITED Peter Godec, Partner; 20 Queen St. W., Ste. 3000, Toronto, ON M5H 3R3 PH: 416-363-7417 Fax: 416-363-8079 Web: www.jfl.ca Canadian Clients: approx. 400 Products/Services: Universe, Long, Real Return, Short Mandates, Mid Mandates Total Fixed Income Managed: $6,307M JONES HEWARD INVESTMENT COUNSEL INC. Bill McDonnell, Senior Vice-president, Marketing; 77 King St. W., Ste. 4200, Toronto, ON M5K 1J5 PH: 416-359-5000 Fax: 416-359-5950 Web: www.jonesheward.com Canadian Clients: 20 Products/Services: Universe, Core Plus, Mortgages, Corporate Total Fixed Income Managed: $1,818M KBSH CAPITAL MANAGEMENT INC. Craig Auwaerter, Vice-president, Head of Institutional Marketing; One Toronto St., Ste. 700, Toronto, ON M5C 2V6 PH: 416-815-4320 Fax: 416-868-1770 Web: www.kbsh.ca Canadian Clients: 37 Products/Services: Universe, Long, Corporate, Short-term Total Fixed Income Managed: $1,015.7M KEEL CAPITAL MANAGEMENT INC. Karen Henderson, Vice-president, Client Development; 200 Waterfront Dr., Halifax, NS B4A 4J4 PH: 902-444-8086 Fax: 902-444-8088 Web: www.keelcapital.ca Canadian Clients: 1 Products/Services: Long, Internally-managed Fund-of-funds Total Fixed Income Managed: $677M LAZARD ASSET MANAGEMENT Robert Harrison, Senior Vice-president; 130 King St. W., Ste. 1800, Toronto, ON M5X 1E3 PH: 416-945-6627 Web: www.lazardnet.com Canadian Clients: 1 Products/Services: Global Bonds, US Bonds, Core Plus, Mortgages, High Yield Total Fixed Income Managed: $19.4M LEGG MASON CANADA INC. Lori MacKay, Vice-president, Institutional Client Service & Marketing; 320 Bay St., Ste. 1400, Toronto, ON M5H 4A6 PH: 416-594-2969 Fax: 416-860-0628 Web: www.leggmasoncanada.com Canadian Clients: 20 Products/Services: Universe, Long, Global Bonds Total Fixed Income Managed: $3,980M LEITH WHEELER INVESTMENT COUNSEL LTD. Perry Teperson, Fixed Income Analyst/Portfolio Manager; 400 Burrard St., Ste. 1500, Vancouver, BC V6C 3A6 PH: 604-683-3391 Fax: 604-683-0323 Web: www.leithwheeler.com Canadian Clients: 101 Products/Services: Universe, Long, Core Plus Total Fixed Income Managed: $1,894M
LONDON CAPITAL MANAGEMENT LTD. Nancy Harris, Senior Vice-president, Marketing; 255 Dufferin Ave., London, ON N6A 4K1 PH: 519-435-4128 Fax: 519-435-7501 Web: www.londonlife.com/londoncapital Products/Services: Universe, Long, Real Return, Mortgages Total Fixed Income Managed: $1,038.8M
MANNING & NAPIER ADVISORS, INC. Kristin Castner, Managing Director, Marketing; 290 Woodcliff Dr., Fairport, NY 14450 PH: 585-325-6880 Fax: 585-325-5617 Web: www.manning-napier.com MCLEAN BUDDEN LIMITED Alan Daxner, Executive Vice-president & Managing Director; 145 King St. W., Ste. 2525, Toronto, ON M5H 1J8 PH: 416-862-9800 Fax: 416-862-0167 Web: www.mcleanbudden.com Canadian Clients: 185 Products/Services: Universe, Global Bonds, Cash & Short-term Total Fixed Income Managed: $9,572M MELLON ASSET MANAGEMENT* Richard Terres, Senior Vice-president, Mellon Asset Management, Canada; 320 Bay St., Toronto, ON M5H 4A6 PH: 416-643-6354 Fax: 416-643-5209 Web: www.melloninstitutional.com Products/Services: Global Bonds, US Bonds, Emerging Markets Debt
MONTRUSCO BOLTON INVESTMENTS Richard Guay, Senior Vice-president; 1250 René-Lévesque Blvd. W., Ste. 4600, Montreal, QC H3B 5J5 PH: 514-282-5465 Web: www.montruscobolton.com Canadian Clients: 79 Products/Services: Universe, Real Return Total Fixed Income Managed: $843.7M MULVIHILL CAPITAL MANAGEMENT INC. Mark J. Carpani, Vice-president, Bonds/Marketing; 121 King St. W., Ste. 2600, Toronto, ON M5H 3T9 PH: 416-681-3940 Fax: 416-681-3901 Web: www.mulvihill.com Canadian Clients: 11 Total Fixed Income Managed: $161.4M NATCAN INVESTMENT MANAGEMENT INC. Michael Quigley, Senior Vice-president, Distribution; 1100 University St., Ste. 400, Montreal, QC H3B 2G7 PH: 514-871-7600 Fax: 514-871-7531 Web: www.natcan.com Canadian Clients: 63 Products/Services: Universe, Long, Corporate, Short-term (Money Market) Total Fixed Income Managed: $548M NORTHWATER CAPITAL MANAGEMENT Mohamed Khaki, Vice-president; 181 Bay St., Ste. 4700, Toronto, ON M5J 2T3 PH: 416-360-5435 Fax: 416-360-0671 Web: www.northwatercapital.com Canadian Clients: 8 Assets/Exposures: Enhanced SCU Bonds, Enhanced Long Bonds, Enhanced Liability Matched Bonds, Enhanced 5-year Swap Total Fixed Income Managed: Assets & Exposures - $1,082M NT GLOBAL ADVISORS, INC. Wasyl (Waz) Saluchok, Vice-president; 145 King St. W., Ste. 1910, Toronto, ON M5H 1J8 PH: 416-775-2215 Fax: 416-366-2033 Canadian Clients: 11 Products/Services: Active OPPENHEIMER CAPITAL Dean Papas, Vice-president; 1345 Avenue of the Americas, New York, NY 10105 PH: 212-739-3020 Fax: 212-739-3924 Web: www.opcap.com PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT LTD. Richard Self, Vice-president; 200 Burrard St., 20th Floor, Vancouver, BC V6C 3N5 PH: 604-408-6053 Fax: 604-408-6024 Web: www.phn.com Canadian Clients: 103 with a specialty Fixed Income mandate (+190 clients with a Balanced mandate) Products/Services: Universe, Long, Real Return, Mortgages, High Yield, Money Market, Short-term, Liability-based Total Fixed Income
RUSSELL INVESTMENTS CANADA LIMITED Irshaad Ahmad, President & Managing Director; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4 PH: 416-644-6260 Fax: 416-362-4494 Web: www.russell.com/ca Canadian Clients: 15 Products/Services: Universe Total Fixed Income Managed: $512.7M SCEPTRE INVESTMENT COUNSEL LIMITED David Pennycook, Managing Director; 26 Wellington St. E., 12th Floor, Toronto, ON M5E 1W4 PH: 416-866-2479 Fax: 416-367-8716 Web: www.sceptre.ca Canadian Clients: 77 Products/Services: Universe Total Fixed Income Managed: $1,739.9M SEI Terry Li Cameron, Marketing Director; 70 York St., Ste. 1600, Toronto, ON M5J 1S9 PH: 416-847-6371 Fax: 416-777-9093 Web: www.seic.com Canadian Clients: 30 Products/Services: Universe, Long, Global Bonds, Real Return, Money Market Total Fixed Income Managed: $649M
STATE STREET GLOBAL ADVISORS, LTD. Robert Weston, Director, Marketing & Client Service; 100 King St. W., Ste. 6910, Toronto, ON M5X 1A9 PH: 416-956-2465 Fax: 416-956-2464 Web: www.ssga.com Canadian Clients: 54 Products/Services: Universe, Long, US Bonds, Real Return, LDI, Cash - Active, Cash - Enhanced, US Short-term Assets Total Fixed Income Managed: $23,754.7M STRUCTURED ASSET MANAGEMENT INC. Robert Ciamarro, President; 500 Place d’Armes, Ste. 2030, Montreal, QC H2Y 2W2 PH: 514-284-4440 Fax: 514-284-6544 T. ROWE PRICE Flemming Madsen, Vice-president; 100 East Pratt St., Baltimore, MD 21202 PH: 410-345-2388 Fax: 410-345-3599 Web: www.troweprice.com Products/Services: Global Bonds, US Bonds (includes Municipal, US Treasury, US Bond Index Fund, Active Government/Credit strategies), Real Return, Core Plus, Mortgages (includes GNMA & Enhanced GNMA strategies), Corporate (includes US & EURO Corporate strategies), Emerging Markets Debt, High Yield, Non-US (includes International Bond & other non-US regional strategies), Cash (includes Cash Management & Tax-efficient Cash), Stable Value; Core; Short-term (includes P&C & Insurance strategies), Enhanced TD ASSET MANAGEMENT INC.* Robin Lacey, Managing Director; TD Canada Trust Tower, 161 Bay St., 33rd & 34th Floors, Toronto, ON M5J 2T2 PH: 416-982-6585 Fax: 416-944-6158 Web: www.tdassetmanagement.com Canadian Clients: 141 Products/Services: Universe, Long, Global Bonds, Real Return, Core Plus, Corporate, Money Market, Short Bonds, Client Defined Benchmarks Total Fixed Income Managed: $20,654M *A wholly-owned subsidiary of the Toronto Dominion Bank
WELLINGTON MANAGEMENT COMPANY, LLP Jason Stefanelli, Vice-president; 75 State St., Boston, MA 02109 PH: 617-951-5000 Fax: 617-263-4100 Web: www.wellington.com Products/Services: Long, Global Bonds, US Bonds, Real Return, Core Plus, Mortgages, Corporate, Emerging Markets Debt, High Yield, Currency, Municipals |
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