Brand Knowledge

Manulife Investments, a division of Manulife Asset Management Limited, builds on 130 years of Manulife’s wealth and investment management expertise in managing assets for Canadian investors. As one of Canada’s leading integrated financial services providers, Manulife Investments and its affiliates offer a variety of products and services including exchange traded funds, segregated fund contracts, mutual funds and guaranteed interest contracts.

Formed in 1979, MIDDLEFIELD® creates and manages specialized investment products for individual and institutional investors and has assets under management of approximately $4 billion. Investment products include ETFs, mutual funds, closed-end funds, private and public resource funds, hedge funds, real estate funds and a venture capital fund. Middlefield has 70 employees with offices located in Calgary, Toronto, San Francisco and London, England. Clients include Canadian and International financial institutions, corporations and individuals.

In addition to asset and investment management activities, Middlefield operates a distinct real estate investment platform which engages in land acquisition, project design, construction, financing and leasing of projects. Upon project acquisition or completion, ongoing property management services are provided through its affiliates. MIDDLEFIELD® has sponsored and manages 14 real estate projects. Properties include approximately 1,500 residential units as well as commercial projects. Currently, about 1000 residential units and several limited partnerships are managed by MIDDLEFIELD®.

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.

RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC) and includes BlueBay Asset Management and Phillips, Hager & North Investment Management. With $430 billion in assets under management (as at March 31, 2019), over 300 investment professionals and 1,300 employees located across Canada, the United States, Europe and Asia, RBC GAM delivers investment management excellence through a combination of focused expertise, deep experience, and broad reach. RBC GAM is a provider of solutions to institutional, high-net-worth and individual investors through a range of domestic and global investment products. Managing people’s wealth is a privilege and our commitment to investors is personal. Visit rbcgam.com

RBC iShares is a strategic alliance between RBC Global Asset Management Inc. and BlackRock Asset Management Canada Limited, delivering Canada’s largest and most comprehensive lineup of ETF solutions, with over $60 billion in assets under management across 150+ ETFs. By combining the expertise of Canada’s largest asset manager and the world’s largest ETF manager, RBC iShares delivers Canadian investors and advisors the ETF products they trust, the world class investment talent they want, and the service they deserve.

Desjardins Group is the leading cooperative financial group in Canada and the fifth largest in the world, with assets of $290.1 billion. Ranked among the World’s Strongest Banks according to The Banker magazine, Desjardins has one of the highest capital ratios and credit ratings in the industry.

CDIC is the federal Crown corporation that contributes to the stability of the Canadian financial system by providing deposit insurance against the loss of eligible deposits at member institutions in the event of failure.

Eligible deposits are automatically covered to a limit of $100,000 per insured category at each CDIC member financial institution.

Members include banks, federally regulated credit unions, as well as loan and trust companies and associations governed by the Cooperative Credit Associations Act that take deposits.

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.