Brand Knowledge

National Bank Investments Inc. (NBI) is an investment fund management firm committed to offering a full range of diversified investment solutions and services designed to help investors meet their financial goals. Being a reputable top-tier asset manager, our open architecture structure allows us to select first-rate investment talent from top global management firms.

NBI aims to be an accelerator promoting the growth and development of investment solutions and services with the objective of positively impacting the lives of investors. NBI offers the first platform of actively managed solutions based on the UN Sustainable Development Goals in Canada.

Addenda Capital is a privately-owned investment management firm with more than $40 billion in assets under management. Recognized as a leader in sustainable investing, Addenda favours a sustainable approach to wealth creation. Addenda integrates ESG (Environmental, Social and Governance) factors into all its investment and stewardship activities to enhance its clients long-term performance and to promote sustainable development for society.

Headquartered in Montréal (Québec), Canada, Addenda also has offices in Toronto, Guelph and Regina. It is co-owned by Co-operators Financial Services, a subsidiary of Canadian insurance co-operative The Co-operators Group Limited, and by Employees. Addenda is a Sustaining Member of the Responsible Investment Association (RIA), an Investor Member of the Green Bond Principles and a signatory of both the United Nations’ Principles for Responsible Investment (UN PRI) and the Montréal Carbon Pledge.

NEI Investments is a Canadian asset manager specializing in responsible investing, with over C$11 billion under management. With over 30 years of experience as a sustainable investing leader, NEI is committed to providing Canadian investors with a broad range of responsible investment solutions, advised by independent portfolio managers from around the globe. The company delivers disciplined, active asset management with a focus on environmental, social and governance (ESG) factors. NEI Investments also manages and operates a proprietary active ownership program, recognized as industry-leading by the UN Principles for Responsible Investment. NEI Investments is a wholly-owned subsidiary of Aviso Wealth.

Learn about a smarter way to power your clients’ portfolios. NEI Clean Infrastructure Fund.

National Bank Financial – Wealth Management is one of Canada’s largest securities brokerage firms and a solid financial partner for Canadian families. Our mission is to protect our clients’ wealth from generation to generation. Clients and their families can rely on our experienced wealth management professionals for sound, personalized advice that meets their changing needs and helps them achieve their goals.

At Franklin Templeton, everything we do has a single focus: to deliver better client outcomes.

We bring together an unmatched collection of Specialist Investment Managers with expertise across asset classes, vehicle types and geographies. As one of the world’s largest independent asset managers, our strength and resources have helped us become a steadfast partner to individual and institutional investors around the world. And our investments in new technology, like AI and blockchain, allow us to leverage innovation to improve outcomes for investors.

Our approach of putting clients first, delivering relevant investment solutions and providing reliable, personal service are among the reasons why we’re one of the most trusted names in asset management.

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.

Canada Life provides a wide range of insurance and wealth management products for individuals, families and business owners from coast to coast. We’re focused on improving the financial, physical and mental well-being of Canadians. Our customers across Canada trust us to provide for their financial security needs and to deliver on the promises we make.

As part of a 200-year legacy of trust, BMO Global Asset Management is a trusted investment manager committed to helping clients meet their investment goals. Our focus is simple: to provide relevant, next-generation solutions that align with client values, constructing customized portfolios to suit distinct needs. Managing $376.7 billion assets¹ globally, BMO Global Asset Management is the second largest ETF provider in Canada,² with the highest inflows 10 years in a row.³

Aligned with our mission to help Canadians change investing for the better, BMO Global Asset Management is a signatory of the United Nations Principles for Responsible Investment Initiative (UNPRI).

BMO Global Asset Management is a part of BMO Financial Group, a highly diversified financial services provider based in North America with total assets of CDN $971 billion as of July 31, 2021.

¹ BMO Global Asset Management, count of managed programs offered and assets under management, as of September 30, 2021.
² Bloomberg, December 2020.
³ BMO Global Asset Management, January 20, 2020.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., and BMO Asset Management Corp.
^®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered in Toronto, our leading capabilities in public and private markets are strengthened by an investment footprint that spans 18 countries and territories. We complement these capabilities by providing access to a network of unaffiliated asset managers from around the world. We’re committed to investing responsibly across our businesses. We develop innovative global frameworks for sustainable investing, collaboratively engage with companies in our securities portfolios, and maintain a high standard of stewardship where we own and operate assets, and we believe in supporting financial well-being through our workplace retirement plans.