Money Managers DirectoryMoney Managers Directory

A d v e r t i s e m e n t

ACM AdvisorsSte. 210, 1140 Homer St., Vancouver, V6B 2X6CONTACT Chad Mallow, president and CEOTEL 604-661-0671EMAIL cmallow@acma.caWEBSITE www.acma.caACM is a fund manager focused on Canadian commercial term mortgages with over $3 billion in assets under management. Our conservative investment approach and our proven ability to assess, mitigate and price risk has resulted in a 25-plus year track record of successful performance.

Aberdeen Standard Investments Ste. 4440, 161 Bay St., Toronto, M5J 2S1 CONTACT Chris Wright, head of Canadian business development TEL 647-726-1415 EMAIL christopher.wright@aberdeenstandard.com WEBSITE www.aberdeenstandard.ca Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for our clients. The investment needs of our clients are at the heart of what we do. We offer a comprehensive range of investment solutions, as well as the very highest level of service and support.

AGF Investments Inc.31st floor, 66 Wellington St. W., Toronto, M5K 1E9CONTACT Mike Still, vice-president, institutional business development, CanadaTEL 416-865-4319 EMAIL mike.still@agf.comWEBSITE www.AGF.comFounded in 1957, AGF is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses and to providing an exceptional client experience.

Baillie Gifford International LLC43rd floor, 780 Third Ave., New York, 10017CONTACT William Pacula, marketing directorTEL 212-319-4637 EMAIL william.pacula@bailliegifford.comWEBSITE www.bailliegifford.comBaillie Gifford is a long-term, active growth manager. We think in terms of years and decades and believe we must be different than the index to outperform. We seek to invest in successful growing businesses that enjoy sustainable competitive advantages.

American Century Investments4500 Main St., Kansas City, Mo., 64111CONTACT Bret Young, head of North American institutional salesTEL 646-658-7835EMAIL bret_young@americancentury.comWEBSITE www.americancentury.com For more than 60 years, American Century Investments has focused on delivering superior, risk-adjusted performance and serving the best interests of clients worldwide. Globally located, the firm offers a broad range of equity and fixed income investment solutions, including ESG capabilities.

Black Creek Investment Management Inc. Ste. 1200, 123 Front St. W., Toronto, M5J 2M2CONTACT Emma Stainton, associate directorTEL 647-776-8202 EMAIL stainton@bcim.caWEBSITE www.BCIM.caSince 2005, Black Creek has managed global and international equities in a disciplined and consistent manner, providing investors with access to market leading businesses in concentrated, unconstrained portfolios.

Aviva Investors CanadaSte. 4900, 100 King St. W., Toronto, M5X 2A2CONTACT Jean-François Milette, head of Canadian salesTEL 416-360-2769 EMAIL jf.milette@avivainvestors.comWEBSITE www.avivainvestors.comAviva Investors is a global asset manager with expertise in real estate, fixed income, equity, multi-asset and alternative investments. Our investment intelligence spans major markets, where we currently invest $602 billion on behalf of our customers.

Addenda Capital800 René-Lévesque Blvd. W., Montreal, H3B 1X9CONTACT José Yelle, director, client service, marketing and communicationsTEL 514-908-7917 EMAIL a.michaud@addenda-capital.comWEBSITE www.addendacapital.comAddenda Capital builds highly personalized multi-asset investment solutions that meet the return requirements and long-term objectives of institutions and high-net-worth individuals.

AllianceBerstein27th floor, 161 Bay St., Brookfield Place, Toronto, M5J 2S1CONTACT Wendy Brodkin, managing directorTEL 416-572-2534 EMAIL wendy.brodkin@alliancebernstein.comWEBSITE www.alliancebernstein.com AllianceBernstein is a research-driven asset management firm with $592 billion in client AUM. We provide forward-looking perspective, independent research and investment discipline across all asset classes, leveraging our extensive global footprint — to help keep our clients Ahead of Tomorrow.

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A d v e r t i s e m e n t

BlackRock Asset Management Canada Ltd.25th floor, 161 Bay St., Toronto, M5J 2S1CONTACT Jeffrey Berman, managing director, head of Canadian institutional business TEL 212-810-5518 EMAIL jeffrey.berman@blackrock.comWEBSITE www.blackrock.com/caBlackRock manages more money than any other investment firm, based on US$6.96 trillion in AUM as of Sept. 30, 2019. As the largest independent asset manager across Canada, BlackRock’s clients range from large pension funds to single-family offices.

Centurion Asset Management Inc. Ste. 1800, 25 Sheppard Ave. W., Toronto, M2N 6S6CONTACT Paul Mayer, executive vice-president, investment salesTEL 416-733-5622EMAIL pmayer@centurion.caWEBSITE www.centurion.caFounded in 2003, Centurion is a North American private apartment REIT and private debt fund company. The firm’s AUM as of Oct. 2019 is $2.4 billion.

BMO Global Asset Management43rd floor, 100 King St. W., Toronto, M5X 1A1CONTACT Ross Kappele, head of distribution and client management TEL 416-359-5217 EMAIL ross.kappele@bmo.comWEBSITE www.bmo.com/institutionalWe’re committed to excellence in investment management and client experience. We believe that our competitive advantage is grounded in our global capabilities, disciplined investment process, a focus on risk management and the strength of our people.

Brandes Investment Partners Ste. 300, 33 Yonge St., Toronto, M5E 1G4 CONTACT Tim Newburn, director, institutional group (Canada)TEL 403-217-1331 EMAIL tim.newburn@brandes.comWEBSITE www.brandes.com Value specialists in global investing for more than 45 years, Brandes applies value principles to active management of equity and fixed income strategies with a focus on generating competitive long-term results.

CI Institutional Asset Management 2 Queen St. E., Toronto, M5C 3G7CONTACT Kin Chin, senior vice-president, head of institutional client businessTEL 416-681-1601 EMAIL kchin@ci.comWEBSITE www.ciiam.caCIIAM operates as a multi-boutique firm, providing institutional clients with access to a range of portfolio management teams offering balanced, multi-asset, fixed income, alternatives, domestic and global equity capabilities.

Bonnefield Financial Inc.Ste. 510, 141 Adelaide St., Toronto, M5H 3L5 CONTACT Andrea Gruza, vice-president, capital markets TEL 416-309-4487 EMAIL agruza@bonnefield.com WEBSITE www.bonnefield.comInvestment manager providing exposure to the attractive investment characteristics of Canadian farmland. We target diversified returns from stable lease income and capital appreciation that provide a climate change and inflation hedge within a responsible ESG framework.

Canso Investment Counsel Ltd.Ste. 550, 100 York Blvd., Richmond Hill, Ont., L4B 1J8 CONTACT Patrick McCalmont, portfolio managerTEL 905-881-8853 EMAIL rusherjones@cansofunds.com WEBSITE www.cansofunds.comOur investment process at Canso is focused on fundamental research and security selection. We manage more than $32 billion in institutional, pension, foundation and high-net-worth assets.

CIBC Asset Management Inc.Ste. 1400, 18 York St., Toronto, M5J 2T8CONTACT Mike Meligrigoris, vice-president, business development TEL 514-840-4117 EMAIL mike.meligrigoris@cibc.comWEBSITE www.cibc.com/ca/asset-management Through dedication to thought leadership and management excellence, CIBC AM delivers outstanding investment solutions. We establish strong working partnerships with our clients and collaborate closely to achieve investment goals.

BNY Mellon Asset Management Canada Ltd.Ste. 305, 200 Wellington St. W., Toronto, M5V 3V7CONTACT Michael Parsons, vice-president, sales and marketingTEL 416-840-8019 EMAIL michael.parsons@bnymellon.comWEBSITE www.bnymellon.com BNY Mellon Asset Management comprises multiple investment firms and world-class specialist asset managers who share experience managing investments across all asset classes.

A d v e r t i s e m e n t

Franklin Templeton InvestmentsSte. 1400, 200 King St. W., Toronto, M5H 3T4CONTACT Bill Tsotsos, head of institutional, CanadaTEL 416-957-6534 EMAIL bill.tsotsos@franklintempleton.ca WEBSITE www.franklintempleton.caFranklin Templeton focuses on delivering exceptional asset management with multiple, world-class investment teams offering specialized expertise across styles and asset classes, supported by the strength and resources of one of the world’s largest asset managers.

Connor, Clark & Lunn Financial Group 1400-130 King St. W., P.O. Box 240, Toronto, M5X 1C8 CONTACT Brent Wilkins, senior vice-president, head of institutional sales, Canada TEL 416-364-5396 EMAIL bwilkins@cclgroup.comWEBSITE www.cclgroup.com Connor, Clark & Lunn Financial Group is a multi-boutique asset management firm that provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. Our affiliates collectively manage over $77 billion in assets.

Fidelity Canada InstitutionalSte. 300, 483 Bay St., North Tower, Toronto, M5G 2N7CONTACT Michael Barnett, executive vice-president, institutional TEL 416-307-5300 EMAIL michael.barnett@fidelity.caWEBSITE www.institutional.fidelity.caWe offer world-class institutional investment solu-tions, including actively managed Canadian equity, U.S. equity, international and global equity, fixed income and asset allocation.

Guardian Capital LPSte. 3100, 199 Bay St., Toronto, M5L 1E8CONTACT Robin Lacey, head of institutional asset management TEL 416-947-4082 EMAIL rlacey@guardiancapital.com WEBSITE www.guardiancapital.comGuardian Capital is an independent asset manager with diverse investment teams located in Toronto, the U.K. and the U.S. Since 1962, it has managed active investment strategies that span Canadian and foreign equities, income, multi-asset solutions and alternative investments.

Desjardins Global Asset Management1 Complexe Desjardins, South Tower, Montreal, H5B 1B2CONTACT Anne-Marie Monette, director, relationship managementTEL 514-286-5837EMAIL anne-marie.a.monette@desjardins.comWEBSITE www.desjardins.com/DGAMOne of the largest institutional investment managers in Canada, DGAM has a team of more than 60 profess- ionals, including more than 40 highly qualified invest- ment specialists. DGAM is also a signatory to the UN’s Principles for Responsible Investment.

Fiera Capital Corp.1500-1981 McGill College Ave., Montreal, H3A 0H5 CONTACT Michael Quigley, executive vice-president and head of institutional markets TEL 514-954-03716 EMAIL mquigley@fieracapital.comWEBSITE www.fieracapital.com Fiera Capital offers a broad spectrum of investment strategies across asset classes, styles and capital- ization ranges. We provide extensive expertise in Canadian active and liability-driven fixed income, Canadian and foreign equity, asset allocation and a full range of private alternative solutions.

Hexavest Inc.Ste. 4200, 1250 René Lévesque W. Blvd., Montreal, H3B 4W8 CONTACT Mark-Olivier McNulty, managing director, client services and business developmentTEL 514-390-3667 EMAIL mmcnulty@hexavest.com WEBSITE www.hexavest.com Hexavest is a boutique-style investment firm specializing in global equity management for an institutional clientele. We offer a different reading of the markets through a contrarian, top-down approach and active currency management.

Cidel Asset Management Inc. Ste. 900, 60 Bloor St. W., Toronto, M4W 3B8 CONTACT Catherine Jackman, senior institutional manager and director TEL 416-645-8733 EMAIL cjackman@cidel.com WEBSITE www.cidelinstitutional.com Cidel is an independent investment manager with more than 50 years working with institutions in Canada and abroad. Specialty areas are Canadian and global equity, Canadian fixed income (multi-faceted approach) and balanced. Our equity focus is on high-quality businesses with strong cash flows.

sFengateSte. 4230, 77 King St., Toronto, M5K 1H1CONTACT Quan Luu, marketing and events, specialist TEL 416-571-2088 EMAIL quan.luu@fengate.comWEBSITE www.fengate.com Fengate is a leading alternative investment manager focused on infrastructure, private equity and real estate strategies. With more than 45 years of experience, we invest in long-life, high-quality assets and businesses on behalf of our clients.

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A d v e r t i s e m e n t

Hillsdale Investment Management Inc.Ste. 5900, 1 First Canadian Place, Toronto, M5X 1E4 CONTACT Harry Marmer, executive vice-president and partner TEL 416-913-3907 EMAIL hmarmer@hillsdaleinv.com WEBSITE www.hillsdaleinv.com Hillsdale Investment Management is a Canadian, independent and partner-owned institutional investment boutique aligned with its clients’ best interests by investing alongside them. Hillsdale’s global strategy offerings consist of high alpha, smart beta and customized investment strategies.

LaSalle Investment Management Ste. 2600, 22 Adelaide St. W., Toronto, M5H 4E3 CONTACT Benjamin Abramov, senior vice-presidentTEL 416-238-9794 EMAIL benjamin.abramov@lasalle.comWEBSITE www.lasalle.com A leading global real estate investment manager with US$67 billion of assets in private and public real estate property and debt investments as of Q2 2019, LaSalle sponsors a complete range of investment vehicles including separate accounts, open and closed-end funds, public securities and entity-level investments, across the risk-return spectrum.

Mackenzie Investments180 Queen St., W. Toronto, ON, M5V 3K1 CONTACT Mark Sack, vice-president, head of Canadian institutional business TEL 416-967-2151EMAIL msack@mackenzieinvestments.com WEBSITE www.mackenzieinvestments.com/en/institutionalMackenzie Investments is a leading diversified asset management solutions provider. Our experienced investment teams offer both fundamental and quan- titative approaches with expertise across traditional and non-traditional asset classes, including alter- natives, currency and multi-asset.

Manulife Investment Management5th floor, 200 Bloor St. E., North Tower, Toronto, M4W 1E5CONTACT Adam Neal, head of institutional distribution, CanadaTEL 416-852-7498EMAIL adam_neal@manulifeam.comWEBSITE www.manulifeam.com/caEmpowered investment teams operating in a boutique environment, strengthened by the global network and resources of a financial services leader - Manulife.

Invesco Canada Ltd. Ste. 700, 120 Bloor St. E., Toronto, M4W 1B7 CONTACT Michael Peck, CFA, MBA, SVP, institutional investments and head of institutional CanadaTEL 416-324-7679 EMAIL michael.peck@invesco.comWEBSITE www.institutional.invesco.ca Serving the Canadian pension market for more than 20 years, Invesco is a leading independent global investment management company with a singular focus: investment management. Our investment capabilities span across equities, fixed income and alternatives. At Sept. 30, 2019, AUM is $1.2 trillion.

Lincluden Investment Management Ltd. Ste. 201, 201 City Centre Drive, Mississauga, ON, L5B 2T4 CONTACT Wayne Wilson, vice-president marketing and client services TEL 905-273-4813 EMAIL wayne.wilson@lincluden.net WEBSITE www.lincluden.com As value investors, we believe financial markets are efficient in the long run, but can be inefficient in the short and medium term. Our investment process focuses on identifying mispriced securities to create diversified client portfolios to outperform over time.

Matthews AsiaSte. 550, 4 Embarcadero Center, San Francisco, CA, 94111 CONTACT Céline Colgan, head of North American institutional business TEL 415-954-4545 EMAIL celine.colgan@matthewsasia.com WEBSITE www.matthewsasia.comSince 1991, Matthews Asia has applied our high-conviction, bottom-up, fundamental investment philosophy with a focus on long-term performance. We provide Canadian clients with equity and fixed income investment strategies for investing in Asia.

Letko, Brosseau & Associates Ste. 2510, 1800 McGill College Ave., Montreal, H3A 3J6CONTACT Paul Vaillancourt, partner-director, investment servicesTEL 800-307-8557 EMAIL info@lba.caWEBSITE www.lba.ca Letko Brosseau is an independent investment manager founded in 1987. The firm manages assets for institutional investors and private clients. We take a disciplined, long-term view based on fundamental research, economic analysis and the deep industry expertise of our multi-disciplinary team.

HSBC Global Asset Management (Canada) Ltd.3rd floor, 70 York St., Toronto, M5J 1S9 CONTACT Laura McElwain, head of institutional investments TEL 416-868-7739 EMAIL laura.mcelwain@hsbc.ca WEBSITE www.assetmanagement.hsbc.ca Our investment products and capabilities span equity, fixed income, liquidity and multi-asset strategies. Our investment teams target specific strategies, delivering value and long-term competitive performance while operating in a disciplined global investment framework.

A d v e r t i s e m e n t

Mawer Investment Management Ltd.Ste. 600, 517-10th Ave. S.W., Centre 10, Calgary, T2R 0A8CONTACT Rob Campbell, institutional portfolio managerTEL 416-865-5297 EMAIL rcampbell@mawer.comWEBSITE www.mawer.com Mawer is an independent investment manager that employs a disciplined research-driven process and long-term view in the management of global portfolios.

Northleaf Capital PartnersSte. 600, 79 Wellington St. W., Toronto, M5K 1N9CONTACT Stephen Foote, managing director, salesTEL 416-477-6164 EMAIL stephen.foote@northleafcapital.com WEBSITE www.northleafcapital.com Northleaf has a compelling value proposition for investors seeking exposure to global private markets investments. Northleaf’s core investment beliefs and philosophy are informed by the firm’s successful long-term participation as a principal investor in global private markets.

Northern Trust Asset Management Ste. 1910, 145 King St. W., Toronto, M5H 1J8CONTACT David Lester, senior vice-presidentTEL 416-775-2215 EMAIL david.lester@ntrs.comWEBSITE www.northerntrust.com/canadaNorthern Trust Asset Management is entrusted by investors around the globe to help them navigate changing markets, so they can realize their long-term objectives. We have earned the confidence of investors by offering distinctive solutions, insights and an exceptional client experience.

Orbis Investments c/o Orbis Investment Advisory (Canada) Ltd. Ste. 2600, 4710 Kingsway, Metrotower I, Burnaby, BC, V5H 4M2CONTACT Chris Horwood, investment counsellorTEL 778-331-3074 EMAIL chris.horwood@orbis.com WEBSITE www.orbis.com Orbis is an independent investment manager with more than 25 years of experience picking global equities from the bottom up, following a fundamental, long-term and contrarian investment philosophy.

Optimum Asset Management Ste. 1620, 425 de Maisonneuve W. Blvd, Montreal, H3A 3GA CONTACT Brigitte Gascon, SVP, development TEL 514-288-7545, ext. 594 EMAIL bgascon@optimumasset.comWEBSITE www.optimumasset.com Optimum Asset Management’s fixed income invest- ment style is based on constructing portfolio using negatively correlated strategic biases to achieve long-term and persistent value added to our clients by constructing portfolios with a higher yield to maturity against their benchmark.

MFS Investment Management35th floor, 77 King St. W., Toronto, M5K 1B7CONTACT Christine Girvan, senior managing director, head of Canadian distributionTEL 416-862-9800 EMAIL cgirvan@mfs.comWEBSITE www.mfs.com An active asset manager with a uniquely collaborative structure that leverages a global platform and an unrivalled homegrown expertise to bring forward the best insights and ideas for our clients.

Pictet Asset Management Ste. 3100, 1000 de la Gauchetière W., Montreal, H3B 4W5 CONTACT Jean-Pierre Gemme, head of distribution, CanadaTEL 514-350-6217 EMAIL jgemme@pictet.comWEBSITE www.pictet.comWe believe in active management with a strong focus on valuation across equity, credit, sovereign debt and currencies. As a multi-boutique firm, we embrace a variety of investment styles and philosophies, allowing our teams to implement the best approach for their respective asset classes.

Picton Mahoney Asset ManagementSte. 830, 33 Yonge St., Toronto, M5E 1G4CONTACT Taras Klymenko, partner and managing director, institutional business TEL 416-955-4845 EMAIL tklymenko@pictonmahoney.com WEBSITE www.pictonmahoney.com Our founding portfolio managers believe in the same investment philosophy and rely on the same disciplined, consistent and repeatable momentum-based investment process when constructing and managing our clients’ portfolios.

PIMCOSte. 2050, 199 Bay St., Toronto, M5L 1G2CONTACT Patrice Denis, executive vice-president, account managerTEL 514-989-3187 EMAIL patrice.denis@pimco.comWEBSITE www.pimco.caPIMCO is a global investment management firm with a singular focus on preserving and enhancing investors’ assets. Our mission is grounded in an investment process designed to apply rigorous analysis identifying investment opportunities and risks.

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A d v e r t i s e m e n t

Polar Asset Management Partners Ste. 1900, 401 Bay St., Toronto, M5H 2Y4CONTACT Areef Hack, associate director, business development and investor relations TEL 416-369-4464 EMAIL ahack@polaramp.com WEBSITE www.polaramp.com Polar is a multi-strategy organization with a focus on investment strategies that are arbitrage-oriented and exhibit an absolute return profile. We manage $4.7 billion on behalf of institutions, wealth managers and individual investors.

Schroders 7 Bryant Park, New York, 10018CONTACT Michelle Skelly, head of CanadaTEL 212-641-3886 EMAIL michelle.skelly@schroders.comWEBSITE www.schroders.com/ca Schroders covers a wide range of asset classes, including equities, fixed income, multi-asset and alternative investments. We have been managing assets for Canadian clients since 1994 with $739.1 billion in assets under management and administration as of June 30, 2019.

Sionna Investment Managers Ste. 1600, 8 King St., E. Toronto, M5C 1B5 CONTACT Kelly Battle, vice-president, relationship management TEL 416-203-2732 EMAIL kelly.battle@sionna.ca WEBSITE www.sionna.ca Sionna Investment Managers is an independent, privately owned investment management firm that manages assets on behalf of institutional and private clients. The firm strives to provide downside protection and deliver long-term, above-average returns by applying a disciplined value approach.

State Street Global Advisors Ltd. Ste. 500, 1981 McGill College Ave., Montreal, H3A 3A8 CONTACT Vicent-Philippe Sicotte, account executive TEL 514-282-2440 EMAIL vincent-phil_sicotte@ssga.com WEBSITE www.ssga.com With trillions in assets under management globally, State Street Global Advisors is committed to helping finance professionals, and those who rely on them, achieve their investment objectives.

Russell Investments Canada Ste. 4510, 100 King St. W., Toronto, M5X 1E4 CONTACT Andrew Kitchen, managing director, institutional Canada TEL 416-640-2482 EMAIL akitchen@russellinvestments.comWEBSITE www.russellinvestments.com/ca Russell Investments helps Canadian institutions, pension plans, endowments and foundations achieve their outcomes with customized solutions for investment management, transition management, overlay services, currency management and investment outsourcing.

Setanta Asset Management 8th floor, 190 Simcoe St., Toronto, M5T 2W5 CONTACT Rocco Vessio, director, business development, Canada TEL 647-823-4813 EMAIL rocco.vessio@setanta-asset.com WEBSITE www.setanta-asset.com Setanta is a dedicated value manager, investing in attractively valued companies within a global sector framework. Setanta invests in good quality businesses that are durable, financed conservatively, run by trustworthy management with a shareholder focus and are under-appreciated by investors.

Sun Life Capital Management 1 York St., Toronto, M5J 0B6CONTACT Heather Wolfe, head of business development and client relationshipsTEL 416-408-7834 EMAIL heather.wolfe@SLCManagement.com WEBSITE www.SLCManagement.com We offer institutional investors traditional, alternative and yield-orientated investment solutions across public and private fixed income markets, as well as global real estate equity and debt.

SEI Investments Canada Co.Ste. 2810, 130 King St. W., Toronto, M5X 1E3CONTACT Dexton Blackstock, managing director, head of business developmentTEL 416-847-6399EMAIL dblackstock@seic.comWEBSITE www.seic.com/en-caPioneering innovative asset management techniques for institutional investors since 1983, SEI offers inte- grated, globally diversified investment management strategies and strategic advice solutions to help institutional investors achieve their organizational goals and fulfil fiduciary obligations.

Romspen Mortgage Investment FundSte. 300, 162 Cumberland St., Toronto, M5R 3N5 CONTACT Dianna Price, executive vice-president, investor relations TEL 416-928-5105 EMAIL diannaprice@romspen.com WEBSITE www.romspen.com The Romspen Mortgage Investment Fund mandate is focused on capital preservation, absolute returns and performance consistency. Romspen invests primarily in short-term, commercial-first mortgages in markets underserved by the banks.

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Sun Life Global InvestmentsSte. 606C25, 1155 Metcalfe St., Montreal, H3B 2V9CONTACT Anne Sébastien Wanadi, director, institutional business TEL 514-904-9638EMAIL sebastien.wanadi@sunlife.comWEBSITE www.sunlifeglobalinvestments.com/institutional We strive to ensure our investment solutions provide plan members with a choice of funds to meet their long-term financial goals.

T. Rowe Price (Canada) Inc.Ste. 4240, 77 King St. W., TD North Tower, Toronto, M5K 1G8 CONTACT Bruce Winch, head of Canada TEL 416-360-7214 EMAIL bruce_winch@troweprice.comWEBSITE www.troweprice.com/institutional/ca/en We offer institutional investors a broad range of active equity, fixed income and multi-asset investment strategies across capitalizations, sectors, styles and regions by focusing on proprietary, fundamental research.

Triasima Portfolio Management Inc. Ste. 2520, 900 de Maisonneuve W. Blvd., Montreal, H3A 0A8 CONTACT Nathalie Nowlan, VP, client relationshipsTEL 514-906-0667, ext. 247 EMAIL client@triasima.comWEBSITE www.triasima.com A Canadian investment management firm with a diversified clientele, Triasima Portfolio Management is known for its three-pillar approach that combines fundamental, quantitative and trend analyses in a rigorous, yet innovative, investment process.

Wellington Management Canada ULC 18th floor, 130 King St. W., Exchange Tower, Toronto, M5X 1E3 CONTACT Alan Matijas, director of Canada, managing director TEL 416-847-1350 EMAIL ajmatijas@wellington.comWEBSITE www.wellington.com/canada We offer comprehensive investment management that spans nearly all segments of global capital markets. As a private firm whose sole business is investment management, our long-term view and interests are aligned with those of our clients.

Vontobel Asset Management Inc. 38th floor, 1540 Broadway, New York, 10036 CONTACT Victor Schraner, director, institutional clients, Canada TEL 212-804-9300 EMAIL victor.schraner@vontobel.comWEBSITE www.vontobel.com/amAn active asset manager with global reach and a multi-boutique approach, Vontobel’s boutiques draw on specialized investment talent, a strong performance culture and robust risk management. Our commitment to active management empowers us to invest on the basis of our convictions.

TD Asset Management Inc.161 Bay St., TD Canada Trust Tower, Toronto, M5J 2T2 CONTACT Mark Cestnik, managing director, institutional distributionTEL 416-983-7083 EMAIL mark.cestnik@tdam.comWEBSITE www.tdaminstitutional.comWe take a collaborative team-based approach that focuses on quality and employs an exhaustive risk management discipline. We offer fundamental, quan-titative and passive portfolio management, plus cus-tomizable currency overlay and hedging, bond overlay, cash equitization, asset mix rebalancing and LDI.

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William Blair 150 N. Riverside Plaza, Chicago, 60606 CONTACT Jason R. Stefanelli, head of CanadaTEL 416-895-9448 EMAIL jstefanelli@williamblair.comWEBSITE www.williamblair.com William Blair is a privately-owned investment management firm. Our teams are solely focused on active management and employ disciplined, analytical research processes across a range of global strategies including global, emerging markets, international and U.S. equity, fixed income and multi-asset.