Dedicated to being the leader in client relationships
We’re one of the largest asset managers in Canada1 with more than 50 years of active management experience. We’re committed to serving institutional investors worldwide and we develop unique multi-asset class investment solutions based on best-in-class research and a strong tradition of disciplined investment processes.
Our team is here to support the unique and complex needs of your organization. Learn about our 50+ year history in investment excellence.
We believe investment research, guided by a rigorous and consistent process, yields better results and serves our clients well over the long term. Our commitment to best-in-class research is demonstrated by our large teams in each asset class with multiple sector or regional focus. They’re dedicated exclusively to industry research and security-specific idea generation.
Client relationships at the forefront
Building long-term client relationships is key to our success. We partner with clients, offering the flexibility, focus and dynamism of a boutique firm, coupled with the robustness and resources of a large financial institution.
We maintain a strong tradition of disciplined investment processes, prudently manage risk and develop customized and innovative solutions for our clients.
Vision and Values
Our vision is to be the leader in client relationships.We will build the most trusting and enduring client relationships by putting our clients at the centre of all that we do. We will listen intently to our clients, offering them what they need, and striving to exceed their expectations.
Our vision comes to life through our values and our ability to demonstrate them in our everyday decisions, actions and interactions with our clients, team members, communities, and shareholders.
We believe in the instincts and talents of our people. We support and recognize those who do what’s right for our clients.
Our clients benefit from the power of a team that enjoys working together on their behalf.
We do what we say, because this is what our clients expect and deserve. If we make a mistake, we admit it and fix it.
2022 ESG & Stewardship Report
Learn how we’re focused on achieving success through our ESG and stewardship initiatives.
Partnering with Indigenous Nations and communities
Our specialized Indigenous Markets Team works in partnership with Indigenous Nations and communities to support economic self-sustainability through long-term relationships, financial expertise and community involvement.