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Our investment management team

Your group retirement plan investments are headed by experts from an impressive array of the best investment management firms in the business.

Addenda Capital Inc. 

Addenda Capital provides investment management services for pension, private wealth, insurance, corporate and foundation assets. Our mission is to add long-term value through innovation, discipline and integrity, in close partnership with our clients and for a better future. We favour a disciplined approach to long-term wealth creation. It is based on fundamental research and thorough risk evaluation that integrates sustainable investing practices, such as ESG factors. This allows us to draw a bigger picture of potential rewards and risks, and better address the long-term needs and expectations of our clients. It also helps our clients to sleep better at night. We actively manage a wide range of asset classes, including fixed income, equities and commercial mortgages. Addenda Capital has approximately 125 employees working out of Montreal, Toronto, Guelph and Regina.

BlackRock, Inc. 

BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. BlackRock offers products that span the risk spectrum to meet clients’ needs, including active and index strategies across markets and asset classes.

Fidelity Investments Canada ULC 

Fidelity Investments Canada ULC, established in Canada in 1987, provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions and exchange-traded funds.

Mawer Investment Management Ltd. 

Founded in 1974, Mawer Investment Management Ltd. (pronounced “more”) is a privately owned, independent investment firm, managing approximately $83 billion in assets for individual and institutional investors across all major asset classes. We employ over 200 people in Calgary, Toronto, the U.S., and Singapore. For over 48 years, we have provided investment management for our clients using our “boring” investment approach. This approach has helped our clients safely and profitably navigate the investing landscape over many economic cycles. Our mission is to be our clients’ most trusted investment manager by delivering long-term investment excellence, building strong client partnerships, and making a commitment to do the right thing—always.


PH&N Institutional is the division within RBC Global Asset Management that serves Canadian institutional investors, including pension plans, governments, indigenous communities, corporations, insurance companies, not-for-profits, unions and other organizations.

MFS Investment Management Canada Limited 

MFS Investment Management (MFS®) has nearly a century of active management experience and serves investors globally through offices in nine major financial centres. What sets MFS apart from other managers is our commitment to a single purpose: to create long-term value responsibly for clients. Through that sense of responsibility and the strength of our investment platform, we strive to protect our investors' assets and our clients' reputations. Our powerful investment approach combines collective expertise, long-term discipline and thoughtful risk management to uncover investment opportunities that we believe will drive durable value for investors through time. We sustain our investment process through a distinct culture that commands highly collaborative decision-making, long-term conviction and a stewardship mentality. We analyze investment opportunities globally by integrating fundamental, quantitative and credit perspectives.

  • Collective expertise — teams of diverse thinkers who actively debate ideas within a culture of shared values and collaboration
  • Long-term discipline — conviction over longer time horizons to broaden opportunities and performance incentives aligned with client outcomes
  • Risk management — potential to recognize material risks and opportunities while managing long-term performance for clients

NEI Investments 

NEI provides Canadian retail investors access to experienced money managers through a wide range of investment solutions across its fund family, with a focus on responsible investment (“RI”) solutions. NEI offers a full range of RI solutions that cover all major asset classes, investment styles and geographic regions. A variety of RI approaches are applied selectively across NEI’s lineup of funds and portfolios, with solutions designated “RS” automatically excluding investments in select categories.

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