Membership Type: Associate

Guardian Capital LP

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.

SLC Management

SLC Management is the institutional asset management business of Sun Life Financial Inc. (“Sun Life”), a large global financial services organization. SLC Management has $303bn* in global assets under management across a continuum of public and private fixed income, real estate and infrastructure.

SLC Management has grown through a combination of organic and acquisitive growth. We offer our platform of solutions through our four affiliated firms:

1. Sun Life Capital Management specializes in investment grade public and private fixed income strategies;

2. Crescent Capital Group specializes in below investment grade public and private fixed income strategies;

3. BentallGreenOak offers global real estate equity and debt investment strategies; and

4. InfraRed Capital Partners is a leader in global infrastructure equity investments.

Our focus is on yield orientated asset classes as we support our clients in meeting their future financial obligations. We have a solutions mindset and work closely with clients and consultants to diagnose and solve their investment challenges through highly customized solutions across our platform.

SLC Management plays an important role in advancing sustainable investing for Sun Life and on behalf of all our clients through its ESG program. SLC Management’s sustainable investment program focuses on deep analysis with a heightened awareness of non-financial risks. The depth of our analysis allows us to effectively identify and manage a wider range of sustainability risks in our investment portfolios, and equally important, to identify and invest in new sustainable investment opportunities to achieve higher returns.

For more information, please visit https://www.slcmanagement.com

*Combined assets of SLC Management affiliates, total AUM includes approximately $12B in cash, other and InfraRed real estate as of December 31, 2020.

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.

Sun Life Global Investments

In 2010 Sun Life Global Investments (SLGI) was purpose built to combine the strength of Sun Life with some of the best asset managers in the world.

We deliver innovative investment solutions for plan members through Sun Life Group Retirement Services. As part of the Sun Life group of companies, we have deep insight into member trends and investment behaviour. This insight gives us the ability to develop investment solutions that may help your members meet their long-term goals.

Forum Asset Management Inc.

Founded in 1996, Forum Asset Management Inc. is an alternative investment management and principal investment firm dedicated to achieving extraordinary outcomes for its stakeholders through a wide array of investment strategies including real estate, private equity, and infrastructure. For over 25 years, Forum has delivered a cumulative return on invested capital in the top 1% of Canadian alternative asset managers and oversees approximately CAD $1.7 billion in AUM.

Forum understands the importance of long-term responsible investing and the impact that its investment decisions have on the environment, surrounding communities, and society at large. We are dedicated to creating and implementing an environmental, social, and governance (ESG) strategy that can be integrated into each aspect of our investment decision-making process.

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, exchange-traded funds (ETFs), professionally managed portfolios and corporate class funds.

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
  • 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 Sustainable Investment team and participate in numerous industry initiatives, including Climate Action 100+ among others.

Asset management businesses at TD manage $487 billion in assets. Aggregate statistics as at December 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.

MICA Cabinets de services financiers

MICA est une entreprise familiale aux ambitions sans limites qui brille par sa croissance dans l’industrie des services financiers. Reconnu pour l’excellence de son service-conseil, son éthique professionnelle, son accompagnement sur mesure et son environnement chaleureux, MICA attire les meilleurs conseillers financiers indépendants de partout au Québec.
Chez nous, chacun se dévoue vers l’atteinte d’un objectif commun : être les meilleurs pour offrir le meilleur.

MICA est une entreprise de proximité, où les liens qui sont tissés sont solides. Chez nous, le plaisir va bien au-delà des affaires! Nous choisissons de travailler avec des gens qui nous ressemblent et qui partagent la même passion pour la profession. Guidée par des valeurs profondément humaines, MICA vise sa pérennité en privilégiant la qualité versus la quantité, en misant sur les relations durables.

MICA offre un soutien inégalé à sa force de vente sur de nombreux aspects de leur pratique. Nous mettons nos efforts et ressources à disposition du conseiller pour lui permettre de se concentrer sur ce qui compte vraiment : les intérêts et le bien-être de ses clients pour permettre l’établissement d’une relation de confiance durable.

MICA défie constamment le statu quo pour accroître les opportunités d’affaires et se positionner comme étant le Family Office par excellence des conseillers indépendants au Québec.

Notre offre 360 degrés
• Planification financière
• Assurances de personnes
• Épargne et investissement
• Courtage hypothécaire
• Assurance collective et Régime de retraite
• Gestion privée de patrimoine

Aujourd’hui, MICA gère un actif de plus de 4,3 milliards de dollars et a plus de 85 millions de dollars de prime d’assurance en vigueur, suscitant la confiance de 35 000 épargnants, l’engouement des meilleurs conseillers de l’industrie et l’attention du monde des affaires.

AU TOP en 2020!

MICA trône Palmarès des cabinets multidisciplinaires du Journal Finance & Investissement depuis les 13e dernières années.

MICA se taille une place au 408e rang des lauréats de la prestigieuse liste 2020 du Growth 500, réunissant les entreprises les plus prospères, les plus dynamiques et les plus importantes du pays, pour une 7e fois.