Portfolio Managers | Who are our Partners?











Founded in 1983 in Scotland, Aberdeen Asset Management inc. Founded in 1983 in Scotland, Aberdeen Asset Management Inc. uses in-depth research to identify companies that can tap into promising themes.








Founded in 2004, Montreal-based Hexavest inc.
is a portfolio management firm that specializes in tactical asset allocation for institutional clients, as well as global equity and U.S. equity mandates.










Innocap Investment Management Inc. is the result of a partnership established in 2007 between National Bank of Canada and BNP Paribas. Innocap favours a conservative investment approach and offers actively- managed hedge funds and alternative quantitative solutions.










Intact Investment Management Inc. employs a research team consisting of 40 professionals working from offices in Montreal and Saint-Hyacinthe. The firm specializes in active fixed-income securities and Canadian equity management.









Invesco Ltd. is a leading independent global investment manager, dedicated to helping investors worldwide achieve their financial objectives. Invesco provides a wide range of investment strategies and vehicles to retail, institutional and high-end-worth clients around the world. Operating in more than 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ.









Lazard Asset Management LLC was founded in 1848 and with offices in some 10 countries. For Private Investment Management, Lazard will put together a portfolio of global infrastructure stocks.








MFS McLean Budden is a Canadian investment management firm founded in 1947 and a subsidiary of MFS Investment Management. Equities are carefully chosen with a focus on companies that show stable earnings growth, a solid management team and a healthy balance sheet.









Fiera Capital Corporation is the lead manager for National Bank Securities mutual funds. With approximately $54 billion under management, Fiera Capital is a leading-edge independent investment management firm and one of the largest investment managers in Canada.









Fiera Axium Infrastructure is a portfolio management firm dedicated to investing in core infrastructure assets. The firm combines the capabilities of a group of professionals with extensive infrastructure development and management backgrounds. Its management team comprises infrastructure investment specialists with decades of combined experience acquiring, developing, financing, operating and managing infrastructure assets. Fiera Axium Infrastructure is jointly controlled by Fiera Capital Corporation and Axium Infrastructure Management.









Perseus Capital inc. is a portfolio manager specializing in absolute return management using
a top-down approach. Perseus currently manages assets for a mainly institutional clientele.










CI Investments Inc. is a leading Canadian-owned investment management company. CI Global Holdings team, a subsidiary of CI Investment Inc., is led by Alan Radlo, who is at the forefront of portfolio management, with over 28 years’ experience in the investment industry.









Montrusco Bolton Investments inc. is an institutional portfolio manager founded in 1946. Montrusco Bolton’s disciplined investment process allows it to better understand market trends and offer good and consistent returns.










Pyramis Global Advisors serves a wide range of institutional investors. Pyramis gives its clients access to leading specialists in institutional investment. It has offices around the world.










Validea Capital Management, LLC is a U.S.-based investment management firm specializing in systematic equity strategies and analysis based on the published methods and principles of Wall Street’s most successful investors.












Westwood International Advisors Inc. manages a variety of asset classes including U.S., Global and Emerging Markets equities, as well as income-oriented portfolios, using a variety of investment strategies. Based in Dallas, Westwood Holdings Group, Inc. also maintains offices in Omaha and Toronto.



FOR INVESTMENT SPECIALISTS ONLY