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Investment management firms
and portfolio managers.

Partner with investment professionals
that rise above

Experienced and knowledgeable investment professionals perform a vital role in managing your wealth to help achieve your financial goals.

Investment management firms and portfolio managers.


  • Global reach with investment professionals in many countries and territories around the world
  • Uniquely positioned to look beyond domestic markets in search of superior long-term performance and broader diversification

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  • Disciplined approach to investing with a research-driven investment process focusing on financial productivity and valuation 
  • Dedicated in-house research with more than 300 investment personnel worldwide
  • Founded in 1848

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  • Manages bespoke equity portfolios for institutions around the world
  • A team-based investment approach focused on company research to deliver sustainable returns over the long term

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  • Dedicated to a value investing strategy with domestic and global equity, balanced and fixed income mandates for pension plans, endowments / foundations, First Nations, corporations and other institutional investors
  • Privately owned Canadian organization with part ownership by its employees
  • Founded in 1967

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  • Employs a bottom-up stock selection approach with an emphasis on strong relative and risk-adjusted returns
  • Canadian and North American fundamental equity, fixed income and balanced mandates
  • Founded in 1982 and joined Franklin Templeton Investments in 2000

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  • One of the largest independently owned investment management firms in Canada
  • Operated by entrepreneurial investment professionals focused on delivering both traditional and innovative solutions to clients
  • Founded in 1982

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  • Independent, diversified financial services firm providing investment solutions to institutional and retail investors
  • Focused on bottom-up stock selection with an emphasis on strong risk-adjusted returns
  • Incorporated in 1962

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  • A consistent and discipline application of Value style investing
  • Long-term, bottom-up, approach to identifying the highest quality companies, at the most attractive valuations
  • Founded in 1980

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  • Specialized investment teams managing investments across a comprehensive range of asset classes and investment styles
  • Strong local market presence with offices in more than 25 countries
  • Employees focused on client needs across the globe

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  • Manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas
  • Primary goal is growing capital for its clients in a low risk manner 
  • The firm’s philosophy is founded upon conservative, time proven principles of fundamental investing
  • Founded in 1955

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  • Manages Canadian equity portfolios following a relative value approach
  • Manages Sionna Canadian Large Cap Composite with stable history of outperformance and lower standard deviation than the benchmark, as well as downside protection
  • Founded by renown portfolio manager Kim Shannon in 2002

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