Partners of NBI Private Wealth Management and National Bank Investments
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.
Brookfield Asset Management Inc. is a global alternative asset manager with over $200 billion in assets under management. The company has more than a 100-year history of owning and operating assets with a focus on property, renewable energy, infrastructure and private equity. Brookfield offers a range of public and private investment products and services, and is co-listed on the New York, Toronto and Euronext stock exchanges under the symbol BAM, BAM.A and BAMA, respectively.
CI Investments Inc. is a leading investment management company. Cambridge Global Asset Management is a business name of CI Investments Inc. used in connection with its subsidiary, CI Global Investments Inc. The Cambridge team is led by Alan Radlo who is at the forefront of Canadian portfolio management.
Dynamic Funds is a division of 1832 Asset Management L.P., which offers a range of wealth management solutions, including mutual funds, investment solutions for private clients, institutional clients and managed asset programs.
Fiera Capital Corporation is the lead manager for National Bank mutual funds. With approximately $65 billion under management, Fiera Capital is a leading-edge independent investment management firm and one of the largest investment managers in Canada.
An investment firm founded in 2014, FNB Capital specializes exclusively in the management of ETF portfolios. They incorporate an investment approach which places a significant emphasis on risk management. The portfolio managers have combined industry experience of close to 60 years.
Globevest Capital is a Montreal-based private risk and portfolio management firm founded in 2002. It has built its approach around personalization of the client's portfolio and rigorous risk management. Globevest Capital seeks to ensure an optimal return, accompanied by a low level of risk
Goldman Sachs Asset Management is one of the world’s leading investment managers. With over 2,000 professionals across 33 offices worldwide, GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies.
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.
Jarislowsky Fraser Limited is a registered investment counseling firm, managing pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas.
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.
Manulife Asset Management is the global asset management arm of Manulife, providing comprehensive asset management solutions for investors. This investment expertise extends across a broad range of public and private asset classes, as well as asset allocation solutions. As at June 30, 2015, assets under management for Manulife Asset Management were approximately C$390 billion (US$313 billion).
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.
Picton Mahoney Asset Management was founded in 2004 to provide unique investment solutions to institutional, retail and high-net worth investors in Canada and around the world. The company is 100% employee owned. Its systematic approach to security selection and portfolio construction underpins all its investment solutions, regardless of investment type or geographic mandate.
Founded in 1971, PIMCO (Pacific Investment Management Company) is an investment firm headquartered in Newport Beach, California, and one of the largest active global fixed income managers in the world, with more than 2,000 dedicated professionals in 12 countries.
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.
RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC), and includes institutional money managers BlueBay Asset Management and Phillips, Hager & North Investment Management. RBC GAM is a provider of global investment management services and solutions to individual, high-net-worth and institutional investors through mutual funds, exchange-traded funds, hedge funds, pooled funds, separate accounts and specialty investment strategies. RBC GAM group of companies manage more than $380 billion and have approximately 1,300 employees located across Canada, the United States, Europe and Asia.
Headquartered in New York, Rothschild Asset Management Inc. manages investments covering a range of US securities including large-cap, small/mid-cap, small-cap, and balanced strategies. The firm manages assets for a broad range of clients including corporations, endowments, foundations, healthcare organizations, high-net-worth investors, public pension funds, sub-advisory and Taft-Hartley plans.
Standish is a leading investment management company based in Boston wholly-owned by BNY Mellon, whose investment strategies cover a wide range of fixed income mandates. Standish traces its roots back to 1933, and the firm manages 162 billion U.S. dollars for customers located in 41 countries (as at December 31, 2013).
Founded in 1970, The Boston Company Asset Management, LLC, is an independently managed investment boutique and majority-owned subsidiary of BNY Mellon. Their investment approach is to build portfolios that are rooted in fundamental research, bottom-up stock selection, macro perspectives and risk management. They manage assets across a broad range of U.S. and non-U.S. investment strategies, which include both long-only and alternative offerings.
TOBAM is an asset management firm established in Paris, France and registered and authorized by Autorité des Marchés Financiers. TOBAM is also registered as an investment adviser with the Securities and Exchange Commission. TOBAM's investment team has extensive experience managing various asset classes, including equities, fixed income, foreign exchange, commodities and low-volatility products.
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.
A leading, active asset management firm, Voya Investment Management manages, as of March 31, 2015, more than $200 billion for affiliated and external institutions as well as individual investors. With 40 years of history in asset management, Voya Investment Management has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions.
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.