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.
Guardian Capital LP is the manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of asset classes, geographic regions and specialty mandates. Additionally, Guardian Capital LP manages portfolios for institutional clients such as defined benefit and defined contribution pension plans, insurance companies, foundations, endowments and investment funds. Guardian Capital LP is a wholly owned subsidiary of Guardian Capital Group Limited and the successor to its original investment management business, which was founded in 1962.
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 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 Inc. (TDAM), a member of TD Bank Group, is a Canadian investment management firm with a growing global presence. Bringing together three decades of investment experience, our broad selection of strategies and solutions includes fundamental equities, quantitative and passive equities, fixed income across the credit quality spectrum and alternatives, such as private credit, infrastructure and real estate. TDAM offers institutional investment solutions to corporations, pension funds, endowments and foundations, sovereign wealth funds and superannuation funds, among others. Additionally, TDAM manages assets on behalf of millions of retail investors and offers a broadly diversified suite of investment solutions including mutual funds, exchange-traded funds and professionally managed portfolios. TDAM is committed to being exceptional for our clients:
- Depth of Experience: Over 35 years of multi-disciplinary investment experience across a breadth of capabilities, drawing on the expertise of over 330 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 Sustainable Investment team and participate in numerous industry initiatives, including Climate Action 100+ among others.
Asset management businesses at TD manage $532 billion in assets. Aggregate statistics as of March 31, 2026 for TDAM and Epoch Investment Partners, Inc. TDAM operates in Canada and Epoch Investment Partners, Inc. operates in the United States. Both entities are affiliates and are wholly-owned subsidiaries of The Toronto-Dominion Bank.
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 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 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.
Connor, Clark & Lunn Financial Group Ltd. provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors.
With roots dating back to 1982, the firm has grown to become one of Canada’s largest privately owned asset management firms. Our affiliate teams collectively manage over $133 billion in assets from offices located across Canada and in New York, Chicago and London.
We recognize that long-term client satisfaction and business success depends on our ability to attract, motivate and retain investment talent. We are organized as a multi-boutique in the belief that smaller tightly focused operating units are the most effective means of attracting high quality individuals and establishing a suitable long-term alignment of interests.
We bring significant scale and expertise to the delivery of non-investment management functions through the centralization of all operational and distribution functions, allowing our talented investment managers to focus on what they do best.