Scotia Global Asset Management

Scotia Global Asset Management offers a range of wealth management solutions, including mutual funds, and investment solutions for private clients, institutional clients and managed asset programs. As one of Canada’s largest asset managers, Scotia Global Asset Management strongly believes that the consideration of environmental, social, and governance (ESG) factors in the investment process is a vital component in delivering long-term value to our investors. As dedicated active managers, our investment teams integrate a broad range of ESG factors in our fundamental investment process. Scotia Global Asset Management is a business name used by 1832 Asset Management L.P., a limited partnership, the general partner of which is wholly owned by Scotiabank.

Ninety One

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing more than USD153 billion in assets (as of 9/30/ 2020).

In the Americas, Ninety One offers a full range of investment strategies and solutions spanning equity, fixed income, multi-asset, sustainable and alternatives led by specialist teams that invest across global, emerging and frontier markets. For more than a decade, the firm has been committed to clients in the US, Canada and Latin America, developing trusted partnerships by delivering local expertise with a global platform.

Established in South Africa in 1991, as Investec Asset Management, it started with domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today Ninety One offers distinctive active strategies to institutions, advisors and individual investors around the world.

TD Asset Management

TD Asset Management Inc. (TDAM), a member of TD Bank Group, is a North American investment management firm. TDAM offers investment solutions to corporations, pension funds, endowments, foundations and individual investors. Additionally, TDAM manages assets on behalf of almost 3 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, professionally managed portfolios and corporate class funds.
TDAM is committed to being exceptional for our clients:

• Depth of Experience: Our team of multi-disciplinary Portfolio Managers have an average of 22 years’ experience

• Breadth of Expertise: Our collaborative approach means you may benefit from a broad spectrum of expertise. Our deep and experienced Asset Allocation, Public Equities, Fixed Income, Alternative Investments and Commodities teams draw on the strength of over 300 investment professionals to build disciplined portfolios that aim to meet our clients’ needs.

• Disciplined Risk Management: Risk management is at the core of everything we do. We have a large and dedicated risk management team with a disciplined and objective research process with a focus on thorough analysis of company and industry fundamentals.

• Committed Environmental, Social and Governance (ESG) Approach: We have a dedicated ESG Research and Engagement team reporting to the Chief Investment Officer and participate in numerous industry initiatives, including Climate Action 100+ among others.

Asset management businesses at TD manage $454 billion in assets. Aggregate statistics as at March 31, 2024 for TDAM and Epoch Investment Partners, Inc. Both entities are affiliates and are wholly-owned subsidiaries of The Toronto-Dominion Bank.

RGP Investments

Since 1997, RGP Investments has provided its clients with innovative investment solutions. Our team of portfolio managers combines experience, creativity, and a science-based approach to help investors achieve their financial goals. As an investment fund manager specializing in the active management of sectors, we advocate a thoughtful, proven and integrated approach.

Responsible Investing (ESG) is at the heart of our corporate priorities and our investment philosophy. Considering the impact of your investments on our society and the environment is no longer an option, but rather a necessity. In this sense, we are establishing strategic partnerships to position ourselves as a leader in the area of Responsible Investing. We strive to align the growth of your capital with your values – a passion that unites us. RGP Investments is a United Nations Principles for Responsible Investment (PRI) signatory and member of the Responsible Investment Association (RIA).

Ask your financial advisor how RGP Investments can work within your portfolio.

Kaleido Growth Inc.

Kaleido Growth Inc. was founded in 1964 and has been dedicated to education savings ever since. As a scholarship plan dealer and investment fund manager, it offers registered education savings plans (RESPs) to Quebec and New Brunswick families and supports them so their children can achieve their full potential. Authenticity, performance and responsibility are the organization’s core values.

Kaleido has its head office in Quebec and has over $1.8 billion in assets under management. Sustainable investment is an important pillar of its asset management strategy.

Waratah Capital Advisors

Waratah Capital Advisors is a Toronto-based asset manager that specializes in alternative strategies. Waratah manages over $2 billion in assets from high-net-worth individuals, family offices, foundations, Canadian bank platforms, and pension funds. With a team of 44 experienced professionals, Waratah combines intensive research-driven stock selection with a disciplined and robust risk management program. Founders and employees collectively represent over $120 million of the firm’s assets under management.

Value Partners Investments

Value Partners Investments is one of the fastest growing investment firms in Canada. We are a Winnipeg-based company that was founded in 2005. We manage over $3 billion in assets for clients through mutual funds and discretionary investment and wealth management services. We are dedicated to ensuring the wealth of Canadians is invested wisely and in ways that support the achievement of their financial goals.

North Growth Management Ltd.

North Growth Management is a Vancouver-based boutique investment firm specializing in equities and active, bottom-up stock selection according to our long-established Growth at a Reasonable Price philosophy.