Brand Knowledge

TD Asset Management Inc. (TDAM) brings new thinking to your most important challenges and aims to provide superior risk-adjusted investment returns over the long term. A collaborative team-based approach allows us to develop a comprehensive perspective on managing risk and taking advantage of opportunities.  TDAM manages assets on behalf of almost 2 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, professionally managed portfolios and corporate class funds.   Collectively, TDAM manages C$354.7 billion in assets as at December 31, 2017.

RBC Insurance® offers a wide range of life, health, home, auto, travel, wealth and reinsurance advice and solutions, as well as creditor and business insurance services to individual, business and group clients through multiple distribution channels including a network of MGAs and National Accounts.  Among the largest Canadian bank-owned insurance organizations, RBC Insurance has approximately 2,700 employees who serve more than four million clients globally.  RBC Insurance is the leading provider of individual disability insurance solutions in Canada, and has a rapidly growing segregated fund offering. As an industry leader, RBC Insurance is proud to partner with numerous industry advocacy associations.

BMO Global Asset Management is a truly global investment manager delivering service excellence from 25 offices in 14 countries to clients across five continents. BMO Global Asset Management strives to offer clients innovative financial solutions, sophisticated insights and perspective, and exceptional service. Its investment offerings include a comprehensive suite of ETFs, mutual funds and managed solutions to help clients meet every investment objective.

NEI Investments is a national investment firm with approximately $6 billion in assets under management. It offers Canadian retail investors access to experienced money managers through a wide range of investment solutions in three fund families, NEI, Northwest Funds and Ethical Funds. Its products provide investors with a full range of investment management styles as well as conventional and responsible investment choices.

To learn more about how you and your clients can participate in the growth of environmental leaders around the world, view the NEI Environmental Leaders Fund.

Croesus has been providing wealth management solutions since 1987. Currently, more than 10,000 investment professionals use its solutions to manage $900 billion in assets. Croesus offers an evolving platform that delivers portfolio management and business intelligence solutions as well as integration tools.

Sprott Asset Management offers innovative products to address today’s investment challenges. Sprott is a leader in Alternative Income, offers the broadest range of Real Asset funds in Canada, and its Core Equity and Fixed Income strategies provide a unique alternative to traditional core solutions.

We’re Sun Life Financial

As a leading Canadian-based financial services company, we offer a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate customers around the world.