Brand Knowledge

About Beneva

Created by the coming together of La Capitale and SSQ Insurance, Beneva is the largest insurance mutual in Canada with more than 3.5 million members and customers. Beneva employs over 5,500 dedicated employees: people looking out for people. Its human approach is rooted in mutualist values that are shared by its employees. With $25.2 billion in assets, Beneva positions itself as a major player in the insurance and financial services industry. Its head office is located in Quebec City.

National Bank Financial – Wealth Management is one of Canada’s largest securities brokerage firms and a solid financial partner for Canadian families. Our mission is to help our clients manage their wealth from generation to generation. Clients and their families can rely on our experienced wealth management professionals for sound, personalized advice that meets their changing needs and helps them achieve their goals.

National Bank Structured Solutions Group (NBSS) specializes in delivering structured investment solutions to institutional, high-net-worth, and retail investors globally.  Since the early 1990s, NBSS has established itself as a leader in structured products, now issuing over 2,000 products annually and setting the benchmark in the Canadian market.  Our numerous prestigious awards highlight our leadership, and underscore our commitment to quality, performance, and exceptional client service.

The Structured Solutions Group is dedicated to providing tailored solutions that adapt to evolving market conditions, aligning with specific investment views and risk tolerances. We offer a comprehensive suite of strategies, providing options for asset class exposure, enhanced diversification, risk management, and opportunities for growth or income generation. Our products range from capital-protected options—whether equity-linked or rate-linked—to non-principal protected notes, ensuring there is a suitable solution for every investor profile. From the bulls to the bears, the risk averse to the daring, and from young investors to retirees, our solutions are crafted to support investors at every stage of their investment journey.

Our goal is to empower investors to achieve their unique financial goals.

RBC iShares ETFs are comprised of RBC ETFs managed by RBC Global Asset Management Inc. and iShares ETFs managed by BlackRock Asset Management Canada Limited. RBC iShares is a strategic alliance formed in 2019 between RBC Global Asset Management and BlackRock Canada. RBC iShares provides the largest suite of ETFs to Canadians, and leverages the combined investment expertise of Canada’s largest asset manager and the world’s largest ETF provider to help advisors build efficient portfolios that meet the needs of their clients.

National Bank Investments Inc. (NBI) is an investment fund management firm committed to offering a full range of diversified investment solutions and services designed to help investors meet their financial goals. Being a reputable top-tier asset manager, our open architecture structure allows us to select first-rate investment talent from top global management firms.

NBI aims to be an accelerator promoting the growth and development of investment solutions and services with the objective of positively impacting the lives of investors. NBI offers the first platform of actively managed solutions based on the UN Sustainable Development Goals in Canada.

TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence. We offer an extensive suite of innovative solutions designed to provide better risk-adjusted returns and have a long track record of helping investors reach their investment goals. We have been in business for more than three decades, and over that time the investment landscape, investor needs, and our range of offerings have all evolved. What has remained consistent is our focus on quality, our risk management discipline, and our commitment to our clients. TDAM manages assets on behalf of about 3 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, exchange-traded funds and professionally managed portfolios.  Collectively, TDAM manages C$421 billion in assets as of March 31, 2023.

Desjardins Group is the largest cooperative financial group in North America and the fifth largest in the world, with assets of $422.9 billion as of December 31, 2023. It has been named one of Canada’s Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, its online platforms, and its subsidiaries across Canada. Ranked among the world’s strongest banks according to The Banker magazine, Desjardins has one of the highest capital ratios and one of the highest credit ratings in the industry.

EQ Bank is powered by Equitable Bank, Canada’s Challenger Bank™. Founded over 50 years ago, Equitable manages more than $74.1B in assets and has grown to become the country’s seventh largest independent Schedule I bank serving more than a quarter million Canadians by providing diversified personal and commercial banking services.

Launched in 2016 as Canada’s first-born digital bank, EQ Bank has more than $8 billion in deposits and is committed to bringing smarter banking solutions to Canadians.

Skyline Wealth Management Inc. (“Skyline Wealth”) is a boutique investment dealer offering a shelf of privately owned and managed alternative investment products. We provide access to investments that are generally de-correlated from the public markets and are driven by the underlying asset value. By only offering private alternative investments, Skyline Wealth has provided investors with historically stable investment performance while realizing potential tax-efficiency.

Skyline’s Alternative Private Investments; An Investment Your Client Will Thank You For.

CIBC Asset Management is the asset management subsidiary of CIBC. We provide a wide range of high-quality investment management services and solutions to retail and institutional investors. Our offerings include: a comprehensive platform of mutual funds, strategic managed portfolio solutions, discretionary investment management services for high-net-worth individuals, and institutional portfolio management.

At CIBC Asset Management, we believe that every investment solution begins with research and rigour. We specialize in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation, and responsible investments.

Across a spectrum of investment solutions, we commit to robust research. Dedicated sector and regional analysts focus on industry research and security-specific idea generation. Our investment professionals leverage deep and diverse expertise by sharing proprietary research across asset-class teams. By sharing insight across asset class teams, we maximize opportunities to add value to our client portfolios.

Croesus has been providing wealth management solutions since 1987. Currently, more than 15,000 investment professionals use its solutions to manage $1.7 trillion in assets. Croesus offers an evolving platform that provides portfolio management, portofolio rebalancing and an API library.

We are a bank with a human touch that stands out for its bold approach, entrepreneurial spirit, and passion for people. Since we began in 1859, we’ve been here to make a positive impact on people’s lives. Our strategy? Building long-term relationships with our clients, teams, shareholders, and our community.

We’re Canada’s 6th largest bank and the leading one in Quebec. We offer a full range of financial services for individuals, businesses, and clients with specific needs, both domestically and internationally. We also offer a wide range of banking and insurance services as well as innovative investment and wealth management solutions.

As part of a 200-year legacy of trust, BMO Global Asset Management is a trusted investment manager committed to helping clients meet their investment goals. Our focus is simple: to provide relevant, next-generation solutions that align with client values, constructing customized portfolios to suit distinct needs. Managing $376.7 billion assets¹ globally, BMO Global Asset Management is the second largest ETF provider in Canada,² with the highest inflows 10 years in a row.³

Aligned with our mission to help Canadians change investing for the better, BMO Global Asset Management is a signatory of the United Nations Principles for Responsible Investment Initiative (UNPRI).

BMO Global Asset Management is a part of BMO Financial Group, a highly diversified financial services provider based in North America with total assets of CDN $971 billion as of July 31, 2021.

¹ BMO Global Asset Management, count of managed programs offered and assets under management, as of September 30, 2021.
² Bloomberg, December 2020.
³ BMO Global Asset Management, January 20, 2020.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., and BMO Asset Management Corp.
^®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

Carte Financial has been top rated by advisors for the last five years based on Investment Executive’s Dealers’ Report Card, bolstering its place as one of Canada’s leading financial services companies, and the prime choice for independent advisors in technology, experience, and freedom.

Started in 2007 by Kirk Purai – Founder and CEO, Carte offers unmatched support to financial advisors by providing best-in-class tools, technology, marketing, and compliance; empowering them with the edge to provide the best service to their clients, reducing their administrative workload, and helping them grow & scale their business.

Led by Maria Jose Flores – President and CCO, Carte Wealth Management empowers advisors with access to a wide choice of financial products including various investment products from numerous carriers, giving them the ability to offer the best solutions to meet their clients’ needs.

The company has an unwavering commitment to setting the industry standards in supporting independent advisors and delivering the ultimate advisor experience of true independence, choice, technology and scale, backed by the strength and the stability of an industry leader.

Carte is truly the home of independent advisors where they can thrive and take their business to the next level.

Reach out to Carte today to see how you can be part of a winning team.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals.

As a privately-owned company, our people and world class resources are committed to doing what is right for investors and their long-term success. Our clients have entrusted us with $208 billion in assets under management (as at August 1, 2023) and they include individuals, financial advisors, pension plans, endowments, foundations and more.

We are proud to provide investors a full range of investment solutions through mutual funds and exchange-traded funds, including domestic, international and global equity, income-oriented strategies, asset allocation solutions, managed portfolios, sustainable investing and our high net worth program. Fidelity Funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies.

Founded in 2009, Harvest Portfolios Group Inc. is a Canadian Investment Fund Manager managing over $3.6 billion in assets (August 2023). At Harvest, our guiding principles are premised on building wealth for our clients through ownership of strong businesses that have the potential to grow & generate income over the long term.

About Sun Life Global Investments

Sun Life Global Investments offers Canadians a diverse lineup of mutual funds, portfolio solutions and guaranteed investments, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada’s most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform. For more information, please visit www.sunlifeglobalinvestments.com.

Manulife Bank is a wholly owned subsidiary of The Manufacturers Life Insurance Company and was the first federally regulated bank opened by an insurance company in Canada. Highly rated because of our good-quality loan portfolio, we are profitable and well-capitalized.

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.

Middlefield is an asset management company founded in 1979 with the goal of creating innovative investment solutions. We are independently owned, answering only to our clients. Our team is not burdened by the distractions faced by public companies, allowing us to focus on what matters most — the satisfaction of financial advisors and investors.

Over many years we have developed a disciplined investment process that seeks to identify attractive opportunities while evaluating the risks that impact returns. Our core business includes five equity income mandates: Real Estate, Healthcare, Technology, Infrastructure, Energy and Diversified Income, all of which incorporate our focus on diversification and the importance of sustainability. We are consciously avoiding being all things to all people. Put differently, we are focused on select market sectors and companies which have the ability to generate growing levels of cash flows and corresponding dividends.

Our specialized suite of innovative investment solutions for individual and institutional investors includes Exchange-Traded Funds, Mutual Funds, Split Share Corporations, Closed-End Funds listed on both the Toronto and London Stock Exchanges, as well as Flow-Through Limited Partnerships.  Behind each of these investment solutions stands a team of professionals dedicated to generating superior investment returns.  Moreover, our sales and marketing team works closely with our portfolio managers and analysts to ensure our clients have access to current market information as well as the rationale supporting our investment decisions.

Addenda Capital is a privately-owned investment management firm with more than $40 billion in assets under management. Recognized as a leader in sustainable investing, Addenda favours a sustainable approach to wealth creation. Addenda integrates ESG (Environmental, Social and Governance) factors into all its investment and stewardship activities to enhance its clients long-term performance and to promote sustainable development for society.

Headquartered in Montréal (Québec), Canada, Addenda also has offices in Toronto, Guelph and Regina. It is co-owned by Co-operators Financial Services, a subsidiary of Canadian insurance co-operative The Co-operators Group Limited, and by Employees. Addenda is a Sustaining Member of the Responsible Investment Association (RIA), an Investor Member of the Green Bond Principles and a signatory of both the United Nations’ Principles for Responsible Investment (UN PRI) and the Montréal Carbon Pledge.

NEI Investments is a Canadian asset manager specializing in responsible investing, with over C$11 billion under management. With over 30 years of experience as a sustainable investing leader, NEI is committed to providing Canadian investors with a broad range of responsible investment solutions, advised by independent portfolio managers from around the globe. The company delivers disciplined, active asset management with a focus on environmental, social and governance (ESG) factors. NEI Investments also manages and operates a proprietary active ownership program, recognized as industry-leading by the UN Principles for Responsible Investment. NEI Investments is a wholly-owned subsidiary of Aviso Wealth.

Learn about a smarter way to power your clients’ portfolios. NEI Clean Infrastructure Fund.

Canada Life provides a wide range of insurance and wealth management products for individuals, families and business owners from coast to coast. We’re focused on improving the financial, physical and mental well-being of Canadians. Our customers across Canada trust us to provide for their financial security needs and to deliver on the promises we make.