Alternatives Directory

ACM Advisors Ltd.

Contact: Chad Mallow, President

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

Phone: 855-682-4865

Fax: 604-682-3265

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

Managed Since:


AllianceBernstein

Contact: Wendy Brodkin, Managing Director

Address: 161 Bay St 27th floor, Toronto, ON, M5J 2S1

Phone: 416-572-2534

Fax: 212-756-4405

Ownership: Principals: 22.10%, Public: 12.74%, Third Party: 65.16% Includes ownership of AllianceBernstein units, indirect ownership of AllianceBernstein units through its interest in AllianceBernstein Holding, and general partnership interests in AllianceBernstein and AllianceBernstein Holding. AXA Group is a worldwide leader in insurance and asset management. 22.10% includes Public and other. 12.74% includes Direct and indirect ownership including unallocated units in deferred compensation plans. 

Managed Since:


ALLIANZ GLOBAL INVESTORS

Contact: Stephane Amara, Senior Relationship Manager

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

Phone: 514-426-6212

Fax:

Ownership: , Public: 100%, Third Party: Allianz SE

Managed Since:


ARROW CAPITAL MANAGEMENT INC.

Contact: Mark Purdy, Managing Director and CIO

Address: 36 Toronto St., Ste. 750, Toronto, ON, M5C 2C5

Phone: 416-323-0477

Fax:

Ownership:

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Auspice

Contact: Tim Pickering, CIO, Founder

Address: #510, 1000 7th Ave. SW, Calgary, AB, T2P 5L5

Phone: 888-792-9291

Fax:

Ownership: , Public: 5, Third Party: no

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Barings

Contact: Michael Annis, Head of Sales and Business Development - Canada

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:


Bentall Kennedy

Contact: Michel Cormier, Senior Vice-president Investment Management

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

Phone: 604-646-2811

Fax:

Ownership: Principals: 0%, Public: 0%

Managed Since:


BlackRock Asset Management Canada Limited

Contact: Jeffrey Berman, Managing Director

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

Phone: 212-810-5518

Fax:

Ownership:

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BMG Group Inc.

Contact: Hema Anganu, Chief Financial Officer

Address: 60 Renfrew Dr, Ste 280, Markham, ON, L3R OE1

Phone: 905-415-2930

Fax:

Ownership:

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BMO Global Asset Management

Contact: Ross Kappele, Head of Distribution & Client Management

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 Parson, Vice-president, Sales & Marketing

Address: 200 Wellington St. W., Toronto, ON, M5V 3C7

Phone: 416-840-8019

Fax:

Ownership:

Managed Since:


Brookfield Asset Management

Contact: Eric Bonnor, Senior Vice-president

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

Phone: 416-956-5162

Fax:

Ownership:

Managed Since:


Brookfield Public Securities Group LLC

Contact: Robert Broley, Director, Client Relationship Management

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

Phone: 416-369-2505

Fax: 416-359-8527

Ownership: Principals: Yes

Managed Since:


CAI Capital Partners

Contact: Tracey McVicar, Managing Partner

Address: 1000-510 Burrard St., Vancouver, BC, V6C 3A8

Phone: 604-694-2525

Fax: 604-694-2524

Ownership:

Managed Since:


CANADIAN URBAN LIMITED

Contact: Larissa Funk, Marketing Coordinator

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

Phone: 780-424-7722

Fax:

Ownership:

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CBRE Global Investors

Contact: Mike McMenomy, Global Co-Head of Investor Services

Address: 601 S. Figueroa St., 49th Floor, Los Angeles, CA, 90071

Phone: 213-683-4200

Fax:

Ownership:

Managed Since:


Centurion Asset Management Inc.

Contact: Paul Mayer, Executive Vice-president, Investment Sales

Address: 25 Sheppard Ave. W., Ste. 710, Toronto, ON, M4W 2L1

Phone: 416-733-5622

Fax:

Ownership:

Managed Since:


CI Institutional Asset Management

Contact: Tom Johnston, President, CI Institutional Asset Management

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

Phone: 416-681-7084

Fax: 416-681-8849

Ownership: Principals: 92.80%

Managed Since:


CIBC Asset Management

Contact: Doug MacDonald, CFA, Managing Director & Global Head of Distribution

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

Phone: 416-780-5739

Fax: 416-364-3286

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:


Clarion Partners

Contact: Hugh Macdonnell, Managing Director

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

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

Managed Since:


Connor, Clark & Lunn Financial Group Ltd.

Contact: Kabir Atta, Consultant Database Associate

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

Phone: 416-862-8079

Fax:

Ownership:

Managed Since:


Federated Investors, Inc.

Contact: David Gregoire, CFA,, Vice-president

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

Phone: 416-527-1150

Fax: 412-288-1093

Ownership: Principals: 85, Third Party: The firm is privately-controlled and publicly-traded on the NYSE. Voting shares are held in a trust among founding family members. Employee ownership approximates 15% of the traded shares.

Managed Since:


Fengate Asset Management

Contact: Kevin Reid, Executive Vice-president, Investor Relations

Address: 77 King St. W., Ste. 4230, Toronto, ON, M5K 1H1

Phone: 905-491-6566

Fax: 905-491-6598

Ownership:

Managed Since:


Fidelity Canada Institutional

Contact: Michael Barnett, Executive Vice-president, Institutional

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

Phone: 416-217-7773

Fax: 416-307-5511

Ownership:

Managed Since:


Franklin Templeton

Contact: Matthew Williams, Head of Institutional

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

Phone: 416-957-6000

Fax:

Ownership: Principals: 64%

Managed Since:


GOLDMAN SACHS ASSET MANAGEMENT, LP

Contact: Amy Brown, Managing Director

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

Phone: 212-357-5422

Fax:

Ownership:

Managed Since:


Great-West Life Assurance Company

Contact: Craig Christie, Vice-president, Institutional Investment Solutions

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

Ownership:

Managed Since:


Guardian Capital LP

Contact: Robin Lacey, Head of Institutional Asset Management

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

Phone: 416-947-4082

Fax: 416-364-9634

Ownership: , Public: 100% owned by Guardian Capital Group Limited, 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, Senior Vice-president

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

Phone: 416-947-4017

Fax:

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

Managed Since:


Hillsdale Investment Management

Contact: Harry Marmer, Excecutive Vice-president

Address: 1 First Canadian Place, Ste. 5900 100 King St. W., Toronto, ON, M5X 1E4

Phone: 416-913-3907

Fax: 416-913-3901

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:


InstarAGF Asset Management Inc.

Contact: Sarah Borg-Olivier, Senior Vice-president

Address: 66 Wellington St. W., Ste. 3100, Toronto, ON, M5K 1E9

Phone: 416-815-6260

Fax:

Ownership: Principals: 0%, Public: 0%, Third Party: Instar Group Inc. (50%) AGF Management Limited (50%)

Managed Since:


Invesco Canada Ltd.

Contact: Michael Peck, Senior Vice-president, Institutional Investments

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

Phone: 416-324-7679

Fax:

Ownership: Principals: 93%

Managed Since:


J.P. Morgan Asset Management (Canada) Inc.

Contact: Daniel Smith, Client Advisor, Executive Director

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

Phone: 416-981-9142

Fax:

Ownership:

Managed Since:


LAKEROAD ASSET MANAGEMENT INC

Contact: Jonathan Lehoux, Portfolio Manager

Address: 300, Saint-Paul St., Ste. 220, Quebec, QC, G1K 7R1

Phone: 418-997-3397

Fax:

Ownership:

Managed Since:


LaSalle Investment Managment

Contact: Benjamin Abramov, Director, Fund Management and Investor Relations

Address: 22 Adelaide St. W., Toronto, ON, M5H 4E3

Phone: 416-238-9794

Fax: 416-238-9794

Ownership: Principals: 100%

Managed Since:


MANULIFE ASSET MANAGEMENT

Contact: Adam Neal, Head of Distribution - Canada

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: Christine Girvan, Senior Managing Director, Head of Canadian Distribution

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

Phone: 416-361-7273

Fax:

Ownership: , Public: 80%, Third Party: Sun Life Financial, Inc.

Managed Since:


Montrusco Blton Investments Inc.

Contact: Richard Guay, Senior Vice-president

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

Phone: 514-282-5465

Fax: 514-282-2516

Ownership:

Managed Since:


Montrusco Bolton Investments Inc

Contact: R. Guay/J. DiMassimo, Senior Vice-president / Vice-president Business Development

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

Phone: 514-282-5465

Fax: 514-282-2516

Ownership: , Public: 67%, Third Party: AMG: 43% FSTQ: 24%

Managed Since:


MORGUARD INVESTMENTS LIMITED

Contact: David Ward, Director, Acquisitions

Address: 55 City Centre Dr., Ste. 800, Mississauga, ON, L5B 1M3

Phone: 905-281-3800

Fax: 905-281-1800

Ownership: , Public: Morguard Corporation

Managed Since:


Northern Trust Asset Management

Contact: David Lester, Senior Vice-president

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

Phone: 416-775-2215

Fax: 416-366-2033

Ownership: Principals: 100

Managed Since:


Northleaf Capital Partners

Contact: Stephen Foote, Managing Director, Sales

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

Phone: 416-477-6164

Fax: 416-304-0195

Ownership:

Managed Since:


PH&N

Contact: John Skeans, Head of Consultant Relations (Canada)

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

Phone: 604-408-6238

Fax: 604-685-5712

Ownership: , Public: PH&N is a division of RBC Global Asset Management Inc. which is 100% owned by Royal Bank of Canada

Managed Since:


PIMCO Canada

Contact: Adrian Sequeira, Vice-president

Address: 199 Bay St., Toronto, ON, M6E 4E3

Phone: 416-829-7174

Fax:

Ownership: , Third Party: PIMCO Canada Corp. established in 2004, is an indirect subsidiary of PIMCO. PIMCO is a limited liability company that is a majority owned subsidiary of Allianz Asset Management (AAM), which is a subsidiary of Allianz SE (Allianz).

Managed Since:


Portfolio Advisors, LLC.

Contact: Eric Thunem, Managing Director

Address: 9 Old Kings Highway S., Darien, CT, 6820

Phone: 203-662-3334

Fax: 203-662-0013

Ownership: Principals: 0, Public: 0, Third Party: None

Managed Since:


Presima Inc.

Contact: Robin Marcoux, Director, Client Service & Business Development

Address: 1000 Jean-Paul-Riopelle, Ste. E-400, Montreal, QC, H2Z 2B6

Phone: 514-673-1303

Fax:

Ownership: , Third Party: Wholly-owned subsidiary of NAB Asset Management

Managed Since:


Romspen Investment Corporation

Contact: Dianna Price, Executive Vice-president, IR & BD

Address: 300-162 Cumberland St, Toronto, ON, M5R 3N5

Phone: 416-928-5105

Fax:

Ownership: , Public: 12%, Third Party: TIG Advisors owns a minority as of October 2018.

Managed Since:


Rosseau Asset Management Ltd.

Contact: Jow Lee, CFO

Address: 181 Bay St., Ste. 2920, Toronto, ON, M5J 2T3

Phone: 416-777-0712

Fax: 416-777-0718

Ownership:

Managed Since:


Russell Investments Canada Limited

Contact: Andrew Kitchen, Managing Director, Canada Institutional

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

Phone: 416-640-2482

Fax: 416-362-4494

Ownership: , Third Party: TA Associates, Reverence Capital Partners, Russell Investments' management

Managed Since:


SARONA ASSET MANAGEMENT

Contact: Gerhard Pries, Chief Executive Officer

Address: 55 Victoria St. N., KItchener, ON, N2H 5B7

Phone: 519-883-7557

Fax:

Ownership: , Public: 10

Managed Since:


Scotia Institutional Asset Management

Contact: Bryan DeLaurier, Vice-president & Head of Business Development

Address: 1 Adelaide St.E., 23rd Floor, Toronto, ON, M5C 2V9

Phone: 416-365-2991

Fax: 416-365-5634

Ownership: Principals: 100%

Managed Since:


Stonebridge Financial Corporation

Contact: Yvon Jeghers, CPA,CA, Vice-president & Managind Director

Address: 20 Adelaide St.E., Toronto, ON, M5C 2T6

Phone: 416-364-3001

Fax: 416-364-1557

Ownership: Principals: 0%, Public: 0%

Managed Since:


Sun Life Institutional Investments (Canada) Inc., a Sun Life Investment Management company

Contact: Heather Wolfe, Senior Managing Director, Head of Business Development and Client Relationships

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

Phone: 416-408-7834

Fax:

Ownership: , Public: Third Party: 100%, Third Party: The Sun Life Investment Management group of institutional investment management companies comprises Sun Life Institutional Investments (Canada) Inc. and Bentall Kennedy (Canada) Limited Partnership in Canada, and Prime Advisors Inc., Ryan Labs Asset Management and Bentall Kennedy (U.S.) Limited Partnership in the United States.

Managed Since:


TD Asset Management Inc.

Contact: Mark Cestnik, Managing Director

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

Phone: 416-944-6158

Fax: 416-944-6158

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

Managed Since:


TD Greystone Asset Management

Contact: Sean Collins, Vice-president & Director

Address: 77 King St. W., TD North Tower, Ste. 4510, Toronto, ON, M5K 1J3

Phone: 416-309-2183

Fax:

Ownership: Principals: TD Greystone represents Greystone Managed Investments Inc., a wholly-owned subsidiary of Greystone Capital Management Inc. (“GCMI”). GCMI is a wholly-owned subsidiary of The Toronto-Dominion Bank (as at November 1, 2018) and an affiliate of TD Asset Management Inc., TDAM USA Inc. and Epoch Investment Partners Inc. All entities are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank. TD Greystone is a wholly owned indirect subsidiary of The Toronto-Dominion Bank.

Managed Since:


TD Greystone Asset Managementd

Contact: Sean Collins, Vice-president and Director

Address: 77 King St. W., TD North Tower, Ste. 4510, Toronto, ON, M5K 1J3

Phone: 416-309-2183

Fax:

Ownership: Principals: TD Greystone represents Greystone Managed Investments Inc., a wholly-owned subsidiary of Greystone Capital Management Inc. (“GCMI”). GCMI is a wholly-owned subsidiary of The Toronto-Dominion Bank (as at November 1, 2018) and an affiliate of TD Asset Management Inc., TDAM USA Inc. and Epoch Investment Partners Inc. All entities are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank. TD Greystone is a wholly owned indirect subsidiary of The Toronto-Dominion Bank.

Managed Since:


Trez Capital

Contact: Daniel Marchand, Senior Vice-president

Address: 401 Bay St., Ste. 1401, Toronto, ON, M5H 2Y4

Phone: 647-788-1780

Fax: 416-350-1268

Ownership:

Managed Since:


Triovest Realty Advisors Inc.

Contact: Prakash David, Executive Vice-president - Development & Investments

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

Phone: 416-941-7835

Fax: 416-941-1281

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

Managed Since:


UBS Asset Management (Canada) Inc.

Contact: David Coyle, Executive Director

Address: 4100 - 161 Bay St., Toronto, ON, M5J 2S1

Phone: 416-681-5200

Fax:

Ownership: Principals: 100

Managed Since:


UNIGESTION ASSET MANAGEMENT (CANADA) INC.

Contact: RémiColcombet, Executive Director, Head of North American Institutional

Address: TD Canada Trust Tower, 161 Bay St., 27th Floor, Toronto, ON, M5J 2S1

Phone: 647-350-2025

Fax:

Ownership: , Public: 28%, Third Party: Institutional Investors.

Managed Since:


Varde Partners

Contact: Molly Mammen, Head of Investor Services

Address: 901 Marquette Ave. S., Ste. 3300, Minneapolis, MN, 55402

Phone: 952-893-1554

Fax: 952-893-9613

Ownership:

Managed Since:


Wellington Management Company LLP

Contact: Alan J. Matijas, Managing Director, Canada

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

Phone: 866-346-3384

Fax:

Ownership:

Managed Since:


William Blair

Contact: Jason Stefanelli, Director Canada

Address: 150 N. Riverside Plaza, Chicago, IL, 60606

Phone: 416-895-9448

Fax:

Ownership:

Managed Since:


YTM Capital Asset Management Ltd.

Contact: Daniel Child, President

Address: 202-295 Robinson St., Oakville, ON, L6J 1G7

Phone: 905-844-1661

Fax:

Email:

Website: www.ytmcapital.com

Ownership:

Managed Since: