Membership Type: Associate
Connor, Clark, & Lunn Financial Group Ltd.
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.
BlackRock
BlackRock manages $9.5 trillion of assets on behalf of diverse clients around the world. We dedicate ourselves, as a fiduciary, to protecting and growing the value of our clients’ assets over the long-term. That includes a focus on sustainability.
SEI Investments
SEI’s Institutional Group is one of the first and largest global providers of outsourced chief investment officer (OCIO) services. The company delivers integrated nonprofit, healthcare and retirement solutions to more than 480 institutional clients with $115 billion of asset under management. SEI’s solutions are customized to help clients meet financial objectives, reduce business risk and fulfill their due diligence requirements through implemented strategies for the management of defined benefit plans, defined contribution plans, endowments, foundations and board-designated funds.
Fidelity Investments Canada
Fidelity Investments Canada ULC is one of Canada’s top investment management firms managing a total of $135 billion in mutual fund, ETF and institutional assets. This includes $34 billion in assets for institutional clients including public and corporate defined benefit pension and defined contributions plans, sub-advised programs, endowments, foundations and other corporate assets on behalf of clients across Canada as at May 31, 2019.
Fidelity Investments Canada ULC provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high net worth program. Fidelity Funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies.
TMX Group
TMX Group operates global markets, and builds digital communities and analytic solutions that facilitate the funding, growth and success of businesses, traders and investors. TMX Group’s key operations include Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation, TMX Trayport and TMX VettaFi, which provide listing markets, trading markets, clearing facilities, depository services, technology solutions, data products and other services to the global financial community. TMX Group is headquartered in Toronto and operates offices across North America (Montréal, Calgary, Vancouver and New York), as well as in key international markets including London, Singapore and Vienna. For more information about TMX Group, visit www.tmx.com. Follow TMX Group on X: @TMXGroup.
Aviso Wealth
Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions as well as a range of independent financial organizations. With over $60 billion in assets, we provide a comprehensive, integrated suite of wealth solutions that empower Canadians’ to achieve financial well-being, and allow our partners to offer an outstanding wealth management experience to their members and clients.
Aviso is a new company, but one with decades of experience, and notable strengths in all areas of wealth management. It unites the talents and resources of three successful, industry-leading firms: Credential Financial, Qtrade Financial Group, and NEI Investments.
Gestion FERIQUE
Founded on October 12, 1999, FÉRIQUE Fund Management (www.ferique.com) is the manager of the FÉRIQUE Funds, launched in 1974 by the Ordre des ingénieurs du Québec. It is the only non- profit mutual fund company in Canada whose sole purpose is to serve the interests of engineers, engineering graduates and their families. The firm offers 10 mutual funds and 5 portfolios diversified across all asset classes. The management of the Funds is entrusted to renowned investment firms, handpicked by FÉRIQUE Fund Management based on their asset class expertise. FÉRIQUE Funds have more than $2.8 billion in assets under management and close to 22,000 unitholders as of March 31, 2019.
Federated Hermes
Federated Investors and Hermes Investment Management have rebranded as Federated Hermes on January 31, 2020, strengthening the companies’ position as a leader in active, responsible investing. Together we are a US$575billion global asset manager focused on delivering world-class responsible investing and engagement services to our clients.
Each firm has a history of putting clients first and delivering sustainable, long-term performance and we believe the combination of our businesses will enable us to deliver a fuller range of investment solutions and drive both performance and positive outcomes for our clients.
Since 2018, when Federated acquired a majority interest in Hermes, our businesses have worked closely together and this change in our name reflects our commitment to offering a broad range of investment strategies and solutions to our clients globally – all predicated on the belief that responsible investing is the best way to deliver sustainable returns for our clients.
Hermes has been at the forefront of corporate governance and responsible investing, and we helped draft the Principles for Responsible Investment (PRI) as one of its founding signatories. Hermes is also a leading stewardship provider with a focus on achieving positive change. Our dedicated EOS team of engagement and voting specialists enables pension funds and other longer-term institutional investors to achieve their fiduciary responsibilities and be more active owners of companies.
Our public markets proficiency includes high active share equities, specialist credit and multi asset while our private markets expertise includes real estate, infrastructure, private equity and private debt.
For more information, visit www.federatedhermes.com
Sprott Inc.
Sprott is a global asset manager providing investors with access to highly-differentiated precious metals and real assets investment strategies.
We are specialists. Our in-depth knowledge, experience and relationships separate us from the generalists. Sprott’s best-in-class investment products include innovative physical bullion trusts, mining ETFs, as well as private equity and debt strategies. We also partner with natural resource companies to help meet their capital needs through our merchant banking and resource lending activities. Sprott is based in Toronto and has offices in Connecticut, California and Vancouver. Our common shares are listed on the Toronto Stock Exchange under the symbol TSX: SII.
Sprott today serves over 200,000 global clients and has approximately CAD$10 billion (USD$8 billion) in assets under management as of 12/31/2018.