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.

Founded in 2009, Harvest Portfolios Group Inc. is a Canadian Investment Fund Manager managing over $3.6 billion in assets (August 2023). At Harvest, our guiding principles are premised on building wealth for our clients through ownership of strong businesses that have the potential to grow & generate income over the long term.

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.

Skyline Wealth Management Inc. (“Skyline Wealth”) is a boutique investment dealer offering a shelf of privately owned and managed alternative investment products. We provide access to investments that are generally de-correlated from the public markets and are driven by the underlying asset value. By only offering private alternative investments, Skyline Wealth has provided investors with historically stable investment performance while realizing potential tax-efficiency.

Skyline’s Alternative Private Investments; An Investment Your Client Will Thank You For.

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.

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.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals.

As a privately-owned company, our people and world class resources are committed to doing what is right for investors and their long-term success. Our clients have entrusted us with $197 billion in assets under management (as at February 24, 2023) and they include individuals, financial advisors, pension plans, endowments, foundations and more.

We are proud to provide investors a full range of investment solutions through mutual funds and exchange-traded funds, including domestic, international and global equity, income-oriented strategies, asset allocation solutions, managed portfolios, sustainable investing and our 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.

About Sun Life Global Investments

Sun Life Global Investments offers Canadians a diverse lineup of mutual funds, portfolio solutions and guaranteed investments, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada’s most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform. For more information, please visit www.sunlifeglobalinvestments.com.

Manulife Bank is a wholly owned subsidiary of The Manufacturers Life Insurance Company and was the first federally regulated bank opened by an insurance company in Canada. Highly rated because of our good-quality loan portfolio, we are profitable and well-capitalized.

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.

Middlefield is an asset management company founded in 1979 with the goal of creating innovative investment solutions. We are independently owned, answering only to our clients. Our team is not burdened by the distractions faced by public companies, allowing us to focus on what matters most — the satisfaction of financial advisors and investors.

Over many years we have developed a disciplined investment process that seeks to identify attractive opportunities while evaluating the risks that impact returns. Our core business includes five equity income mandates: Real Estate, Healthcare, Technology, Infrastructure, Energy and Diversified Income, all of which incorporate our focus on diversification and the importance of sustainability. We are consciously avoiding being all things to all people. Put differently, we are focused on select market sectors and companies which have the ability to generate growing levels of cash flows and corresponding dividends.

Our specialized suite of innovative investment solutions for individual and institutional investors includes Exchange-Traded Funds, Mutual Funds, Split Share Corporations, Closed-End Funds listed on both the Toronto and London Stock Exchanges, as well as Flow-Through Limited Partnerships.  Behind each of these investment solutions stands a team of professionals dedicated to generating superior investment returns.  Moreover, our sales and marketing team works closely with our portfolio managers and analysts to ensure our clients have access to current market information as well as the rationale supporting our investment decisions.

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.

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 while being opportunistic in the markets. TDAM manages assets on behalf of almost 2 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, exchange-traded funds and professionally managed portfolios. Collectively, TDAM manages C$434 billion in assets as of March 31, 2022.

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.