Sun Life

Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2023, Sun Life had total assets under management of $1.40 trillion. For more information, please visit www.sunlife.com.

Avenue Living

Founded on the principle of Investing in the Everyday, Avenue Living has built a $5 billion portfolio of properties across several asset classes that are essential to the daily lives of North Americans. They implement an active management, customer-focused approach, measuring success by customer satisfaction, sustainable practices, and responsible investments. In addition to over 15,000 multi-family units located in Canada and the United States, Avenue Living and its related entities own over 86,000 acres of productive farmland and more than 6,000,000 square feet of self-storage space.

FDP (Financière des Professionnels)

Serving professionals for over 40 years, FDP sets itself apart with its wealth management approach based on a deep understanding of our clients’ reality. This financial intelligence translates into hyper-personalized service that maximizes the impact of our expertise in their personal, professional and business lives. Agility, performance and innovation distinguish our actions.

Our services offer:

  • Wealth management and private management.
  • Complete range of investment solutions.
  • Comprehensive approach to financial planning using strategies tailored to each stage of life.
  • Network of highly specialized experts to meet the most diverse and sophisticated needs.

Pictet Asset Management Inc.

Pictet Asset Management is an independent asset manager, investing for our clients across a range of equity, fixed income, alternative and multi-asset products. Our North American presence was established in Montreal in 1974 and we have been managing assets for Canadian institutional clients for over 30 years. Pictet Asset Management Inc (Montreal) is part of the Pictet Group, an investment-led services group founded in Geneva in 1805. Our aim is to be the investment partner of choice to our clients.

We believe in responsible capitalism. We are convinced that ESG considerations can help us make better long-term investment decisions for our clients. We integrate material ESG criteria in all our investment processes and active ownership activities with a view to enhance returns and/ or mitigate risks. We also include ESG in our risk management and reporting tools in order to maintain high standards of transparency and accountability.

Dynamic Funds

At Dynamic Funds, we are firmly committed to enriching clients’ financial futures with outstanding investment solutions, delivered in partnership with comprehensive wealth advice.

To fulfill that purpose, we consider ESG factors throughout our business to deliver long-term value to our clients. This includes active engagement with a wide range of stakeholders, deep in-house research, active involvement from our portfolio managers, dedicated oversight from our ESG Investment Committee, the launch of dedicated responsible investment solutions, and examining our own corporate social responsibility practices.

Montrusco Bolton Investments Inc.

Montrusco Bolton Investments Inc. is a Canadian boutique asset manager, firmly established with roots tracing back to 1946, with approximately CAD 9.4 billion in assets under management as of December 31, 2021. Montrusco Bolton has an entrepreneurial culture with long-term strategic partners, a robust infrastructure and a sound governance, as well as a diversified investment offering. The company is privately owned and independent with more than 100 institutional clients in North America, Europe and Asia. Montrusco Bolton has been a signatory of the Principles for Responsible Investments inc.

Clear Skies Investment Management

Clear Skies Investment Management Inc. invests in companies with purpose-driven business models that support the UN Sustainable Development Goals. We are an impact investment firm committed to creating value for our investors and stakeholders. Our teams screen and assess investments using an impact radar created in-house to reflect our clients’ values, as well as to ensure that capital reaches the companies at the forefront of creating a sustainable economic system that enables positive impact on the environment and society.

Lazard Asset Management

Lazard serves investors around the world with a broad range of global investment solutions and investment management services. We have built the business over decades with an emphasis on strategies that benefit from intensive research and active management. The result is a strong pattern of long-term performance, global perspective and deep insight into local markets.

On-the-ground, global fundamental research is the foundation of our investment approach. Our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.

We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our teams to focus on what we do best: invest your capital.

Risk management is integral to our portfolio construction. Our independent global risk management team provide objective monitoring of all our portfolios to ensure our investment teams understand the balance of risk and return and our investment strategies deliver their expected pattern of performance.

ESG considerations, including a company’s governance policies and board structure, environmental practices, and labor policies, can affect a security’s valuation and financial performance. Therefore, our investment professionals integrate ESG analysis into their research and decision-making processes.