Alternatives Directory

ACM Advisors Ltd.

Contact: Chad Mallow,

Address: 210-1140 Homer St., Vancouver, BC, V6B 2X6

Phone: 604-661-0671

Fax: 604-682-3265

Ownership: Principals: 0%, Public: 0%, Third Party: N/A

Managed Since:


Allianz Global Investors

Contact: Stephane Amara, CFA,,

Address: 6500 Trans Canada Hwy, Ste. 400, Pointe-Claire, QC, H9R 0A5

Phone: 514-426-6212

Fax:

Ownership: , Public: 100%, Third Party: Allianz Global Investors’ legal entities are, ultimately, wholly-owned subsidiaries of Allianz SE. Allianz SE is one of the world’s largest financial services providers and a publicly-traded company listed on the German Xetra stock exchange (ticker: ALV.DE). Allianz SE established Allianz Asset Management in 1998 as a separate asset management business within the Allianz Group. Allianz Asset Management owns Allianz Global Investors.

Managed Since:


Barings

Contact: Michael Annis,

Address: Brookfield Place, 161 Bay St., 27th Floor, Toronto, ON, M5J 2S1

Phone: 416-572-2400

Fax:

Ownership: , Public: 100%, Third Party: Wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company

Managed Since:


BentallGreenOak

Contact: Michel Cormier,

Address: 1055 Dunsmuir St., Ste. 1800, Vancouver, BC, V7X 1B1

Phone: 604-646-2811

Fax:

Ownership: Principals: 56, Public: 13, Third Party: Legacy financial partner of GreenOak

Managed Since:


BLACKROCK ASSET MANAGEMENT CANADA LIMITED

Contact: Jeffrey Berman,

Address: 161 Bay St, Toronto, ON, M5J 2S1

Phone: 416-358-2555

Fax:

Ownership:

Managed Since:


BMO Global Asset Management

Contact: Ross Kappele,

Address: 100 King St. W., Toronto, ON, M5X 1A1

Phone: 416-359-5217

Fax:

Ownership: , Public: 100%, Third Party: BMO Financial Group

Managed Since:


BNY Mellon Asset Management

Contact: Michael Parsons,

Address: 200 Wellington St., Ste. 305, Toronto, ON, L6M 3Z2

Phone: 416-840-8019

Fax:

Ownership:

Managed Since:


Bonnefield Financial Inc.

Contact: Andrea Gruza,

Address: 141 Adelaide St. W., Ste. 510, Toronto, ON, M5H 3L5

Phone: 416-309-4487

Fax:

Ownership:

Managed Since:


Brookfield Asset Management

Contact: Eric Bonnor,

Address: 181 Bay St., Toronto, ON, M5J 2T3

Phone: 416-956-5162

Fax:

Ownership:

Managed Since:


Brookfield Public Securities Group

Contact: Chris McManama,

Address: 181 Bay St., Ste. 330, Toronto, ON, M5J 2T3

Phone: 312-377-8204

Fax:

Ownership: Principals: 100

Managed Since:


Canada Life

Contact: Craig Christie,

Address: 100 Osborne St. N., Winnipeg, MB, R3C 3A5

Ownership:

Managed Since:


Canada Life Real Estate Funds managed by GWL Realty Advisors

Contact: Craig Christie,

Address: 100 Osborne St. N., Winnipeg, MB, R3C 3A5

Ownership:

Managed Since:


CANADIAN URBAN LIMITED

Contact: David Lopatka,

Address: 10572 105th St., Edmonton, AB, T5H 2W7

Phone: 780-424-7722

Fax:

Ownership:

Managed Since:


Centurion Asset Management Inc

Contact: Vali Lazarescu,

Address: 25 Sheppard Ave. W., Toronto, ON, M2N 6S8

Phone: 647-390-9790

Fax:

Ownership:

Managed Since:


CI Institutional Asset Management (CIIAM)

Contact: Akilan Karuna,

Address: 2 Queen St. E., 19th Floor, Toronto, ON, M5C 3G7

Phone: 416-681-7775

Fax: 416-681-8849

Ownership: Principals: 92%, Public: 0%

Managed Since:


CIBC Asset Management

Contact: Doug MacDonald, CFA,

Address: 18 York St., Ste. 1400, Toronto, ON, M5J 2T8

Phone: 416-780-5739

Fax: 416-364-3286

Email: doug.macdonald@cibc.com

Website:

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:


CIBC Mellon

Contact: Jon Lofto,

Address: 1 York St., Ste. 900, Toronto, ON, M5J 0B6

Phone: 647-880-2637

Fax:

Ownership: , Third Party: CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC).

Managed Since:


Clarion Partners, LLC

Contact: Hugh Macdonnell,

Address: 230 Park Ave., New York, NY, 10169

Phone: 212-883-2500

Fax:

Ownership: , Public: 82, Third Party: Legg Mason

Managed Since:


CONNOR, CLARK & LUNN FINANCIAL GROUP LTD.

Contact: Brent Wilkins,

Address: 1400-130 King St. W., Toronto, ON, M5X 1C8

Phone: 416-364-5396

Fax: 416-363-2089

Ownership:

Managed Since:


Crestpoint Real Estate Investment Ltd.

Contact: Brent Wilkins,

Address: 1400-130 King St. W., Toronto, ON, M5X 1C8

Phone: 416-364-5396

Fax: 416-363-2089

Ownership:

Managed Since:


Desjardins Global Asset Management

Contact: Natalie Bisaillon,

Address: 1, complexe Desjardins Ste. 2000, Montreal, QC, H5R 1B3

Ownership: Principals: 0, Public: 0, Third Party: Cooperative ownership - Mouvement Desjardins

Managed Since:


Federated Hermes Inc.

Contact: David Gregoire CFA,C,

Address: 1001 Liberty Ave., Pittsburgh, PA, 15222-3779

Phone: 416-527-1150

Fax: 412-288-1093

Ownership: Principals: 85%, Public: 5%, Third Party: Federated Hermes, Inc. (FHI) is a publicly traded on the New York Stock Exchange and is privatley 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:


FIDELITY CANADA INSTITUTIONA

Contact: Michael Barnett,

Address: 483 Bay St., Toronto, ON, M5G 2N7

Phone: 416-217-7773

Fax: 416-307-5511

Ownership:

Managed Since:


Fiera Capital

Contact: Frederick Chenel,

Address: 1981 McGill College, Ste. 1500, Montreal, QC, H3A 3A8

Phone: 514-954-6504

Fax:

Ownership: Principals: 58, Public: 24, Third Party: Natixis, National Bank, Desjardins Group

Managed Since:


Franklin Templeton

Contact: Bill Tsotsos,

Address: 200 King St. W., Ste. 1400, Toronto, ON, M5H 3T4

Phone: 416-957-6534

Fax:

Ownership: Principals: 55

Managed Since:


GLC Asset Management Group Ltd.

Contact: Craig Christie,

Address: 100 Osborne St. N., Winnipeg, MB, R3C 3A5

Ownership: , Public: 100%, Third Party: The Great-West Life Assurance Company. Please note: As of Jan. 1, 2020, The Great-West Life Assurance Company, London Life Insurance Company and The Canada Life Assurance Company became one company – The Canada Life Assurance Company.

Managed Since:


GOLDMAN SACHS ASSET MANAGEMENT, LP

Contact: Amy Brown,

Address: 200 West St., New York, NY, 10282

Phone: 212-357-5422

Fax:

Ownership:

Managed Since:


Guardian Capital LP

Contact: Sherry Lee Gregory,

Address: 199 Bay St., Ste. 3100, Toronto, ON, M5L 1E8

Phone: 416-947-4086

Fax:

Ownership: , Public: 100%, 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,

Address: 199 Bay St., Ste. 3100, Toronto, ON, M5L 1E8

Phone: 416-947-4017

Fax:

Ownership: , Public: 100%, Third Party: 100% Wholly owned by Guardian Capital Group

Managed Since:


Hillsdale Investment Management Inc.

Contact: Harry Marmer,

Address: 1 First Canadian Place, Ste. 5900, Toronto, ON, M5X 1E4

Phone: 416-913-3907

Fax: 416-913-3901

Email: hmarmer@hillsdaleinv.com

Website:

Ownership: , Public: 20%, Third Party: Hillsdale Investment Management Inc. is an independent, partner owned, institutional investment management boutique, 80% owned by employees and 20% owned by investors

Managed Since:


HSBC GLOBAL ASSET MANAGEMENT (CANADA) LIMITED

Contact: Ramy Zakher,

Address: 70 York St., Ste. 300, Toronto, ON, M5J 1S9

Phone: 416-868-8286

Fax: 416-361-6345

Ownership: , Public: 100, Third Party: Indirect wholly-owned subsidiary of HSBC Holdings plc

Managed Since:


Invesco

Contact: Michael Peck,

Address: 120 Bloor St. E., Ste. 700, Toronto, ON, M4W 1B7

Phone: 416-324-7679

Fax:

Ownership: Principals: 92%

Managed Since:


J.P. Morgan Asset Management

Contact: Geoff McLeod,

Address: 66 Wellington St. W., Toronto, ON, M5K 1E7

Phone: 416-981-9162

Fax:

Ownership:

Managed Since:


MANULIFE INVESTMENT MANAGEMENT

Contact: Adam Neal,

Address: NT5, 200 Bloor St. E., Toronto, ON, M4W 1E5

Phone: 416-926-3000

Fax:

Ownership: Principals: 0, Public: 100, Third Party: Manulife Financial Corporation

Managed Since:


MFS Investment Management Canada Limited

Contact: Christina Girvan,

Address: 77 King St W, 35th Floor, Toronto, ON, M5K 1B7

Phone: 416-361-7273

Fax: 416-862-0167

Email: cgirvan@mfs.com

Website:

Ownership: , Third Party: Remainder is owned by Sun Life Financial, Inc.

Managed Since:


Montrusco Bolton Investments Inc.

Contact: Richard Guay,

Address: 1501 McGill College Ave. Ste 1200, Montreal, QC, H3A 3M8

Phone: 514-282-5465

Fax: 514-282-2516

Ownership:

Managed Since:


Northern Trust Asset Management

Contact: David Lester,

Address: 1910-145 King St. W., Toronto, ON, M5H 1J8

Phone: 416-775-2215

Fax: 416-366-2033

Ownership:

Managed Since:


Northleaf Capital Partners

Contact: Stephen Foote,

Address: 79 Wellington St. W., 6th floor, Toronto, ON, M5K 1N9

Phone: 416-477-6164

Fax: 416-304-0195

Ownership:

Managed Since:


PH&N Institutional

Contact: John Skeans,

Address: 200 Burrard St., 20th Floor, Vancouver, BC, V6C 3N5

Phone: 604-408-6000

Fax: 604-685-5712

Ownership: , Public: 100%, Third Party: PH&N Institutional is the institutional business division of RBC Global Asset Management Inc., an indirect, wholly-owned subsidiary of Royal Bank of Canada.

Managed Since:


Picton Mahoney Asset Management

Contact: Connor Haslip,

Address: 33 Yonge St., Toronto, ON, M5E 1G4

Phone: 416-702-4337

Fax:

Ownership: Principals: 0

Managed Since:


PIMCO Canada Corp.

Contact: Randy Oswald,

Address: 199 Bay St., Ste. 2050, Toronto, ON, M5L 1G2

Phone: 647-775-1026

Fax:

Ownership: , Third Party: Pacific Investment Management Company LLC (“PIMCO”) is a limited liability company that is a majority owned subsidiary of Allianz Asset Management of America L.P. (“AAM”), a subsidiary of Allianz SE (“Allianz”).

Managed Since:


Romspen Investment Corporation

Contact: Dianna Price,

Address: 162 Cumberland St, 3rd Floor, Toronto, ON, M5R 3N5

Phone: 416-928-5105

Fax:

Ownership: , Public: 18%, Third Party: TIG Advisors LLC (Tiedemann Investment Group) is a $3 billion USD AUM SEC registered hedge fund firm with two current areas of focus: event driven M&A and structured credit. TIG will provide Romspen with distribution of the US LP version of the Romspen Mortgage Investment Fund in the United States and globally in exchange for a minority stake in Romspen Investment Corporation, a privately held firm.

Managed Since:


Russell Investments Canada Limited

Contact: Andrew Kitchen,

Address: 100 King St. W., Ste. 4510, Toronto, ON, M5X 1E4

Phone: 866-737-2228

Fax: 416-362-4494

Ownership: , Public: 100% third party ownership, Third Party: Funds owned by TA Associates, Reverence Capital Partners and Russell Investments' management

Managed Since:


Sun Life Capital Management (Canada) Inc.

Contact: Heather Wolfe,

Address: 1 York St., Toronto, ON, M5J 0B6

Phone: 416-408-7834

Fax:

Ownership: , Public: 100%, Third Party: SLC Management 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:


TD Asset Management Inc.

Contact: Mark Cestnik,

Address: 161 Bay St., 34th Floor, Toronto, ON, M5J 2T2

Phone: 416-983-7088

Fax: 416-944-6158

Ownership: , Third Party: TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank.

Managed Since:


Triovest Realty Advisors Inc.

Contact: Prakash David,

Address: 40 University Ave., Ste. 1200, Toronto, ON, M5J 1T1

Phone: 416-362-0045

Fax:

Email: info@triovest.com

Website:

Ownership:

Managed Since:


Unigestion Asset Management (Canada) Inc.

Contact: Francis Chartier,

Address: 1000 Rue de la Gauchetière Ouest, Ste. 2400, Montréal, QC, H3B 4W5

Phone: 514-448-7497

Fax:

Ownership: , Public: 27%, Third Party: Institutional Investors

Managed Since:


Wellington Management Canada ULC

Contact: Alan Matijas,

Address: Exchange Tower 130 King St., 18th Floor, Toronto, ON, M5V 1E3

Phone: 416-847-1350

Fax:

Ownership:

Managed Since:


Wellington Management Company LLP

Contact: Alan J.Matijas,

Address: Exchange Tower 130 King St., 18th Floor Toronto, Toronto, ON, ON M5V 1E3

Phone: 866-346-3384

Fax:

Ownership:

Managed Since:


William Blair

Contact: Jason R. Stefanelli,

Address: 125 High St., Ste. 1901, Boston, MA, 2110

Phone: 617-784-5662

Fax: 000-000-0000

Ownership:

Managed Since: