Brand Knowledge

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.

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.

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.

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®.

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