Portfolio Managers

Partners of Private Investment 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.

CI Investments

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.


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.

Fiera Capital

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.

FNB Capital Asset Management

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.

Hexavest Inc.

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.


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.

MFS MCLean Budden

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.


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

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.


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).


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.


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

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.