BMO Global Asset Management (“BMO GAM”) was introduced in 2011 and is a C$333.9 billion dollar asset management business focused on meeting the needs of investors, both locally and globally, with capabilities in virtually all public markets. The business is characterized by specialized, regional investment teams providing a range of investment solutions to clients across North America, Europe, Asia/Pacific and the Middle East.
 AUM as of September 30, 2018. Includes BMO Asset Management Inc., BMO Asset Management U.S., Pyrford International, LGM Investments, BMO Fixed Income and F&C Asset Management plc which was rebranded BMO Global Asset Management EMEA
CI Global Asset Management (CI GAM) is one of Canada’s largest investment management companies with more than 100 investment professionals—each with extensive expertise navigating multiple markets. We offer a unique, modern lineup of traditional and alternative strategies with the performance you need to help achieve your distinct goals.
Based in Toronto, Ninepoint Partners has assumed portfolio management of the Canadian diversified assets of Sprott Asset Management (SAM), including actively managed hedge and mutual funds, while also offering leading resource and precious metals strategies through an exclusive sub-advisory relationship with SAM. The new firm oversees approximately $3 billion in assets under management.
Ninepoint Partners is an independent investment manager committed to adding value to investors’ portfolios while helping to differentiate advisors’ businesses.
As a team, we have a long track-record of managing alternative income, real assets, and diversified core strategies. Innovative thinking, and our ability to apply it to real-world solutions, is what defines us.
SGGG Fund Services Inc. (FSI) is a financial services provider that has delivered third-party administration services, solutions and expertise to asset managers since 1997. FSI provides two core services to investment fund managers: Fund Valuation and Unitholder Recordkeeping. Our comprehensive services are seamless and integrated with our clients’ operations, and our commitment to helping partners reach their goals has gained us the position as Canada’s largest administrator of alternative investment products. Through our Toronto head office, and our offshore affiliate offices in Cayman and the United States, we can provide immediate and total administrative solutions for any type and size of asset manager, at any phase of development. Drawing upon the depth of talent and breadth of experience of our 140+ employees, we have developed a sophisticated understanding of our clients’ needs. SGGG Fund Services Inc. is a true administrative partner that allows its clients to focus on managing their portfolios. The types of products administered by FSI for our Clients include: Mutual Funds / Liquid Alternatives, Pooled Funds, Limited Partnerships, Private Equity Funds, Mortgage / Real Estate / Real Property Funds, Fund of Funds / Wrap Products, Special Purpose Vehicles, Offshore Products.
Starlight Capital is is an independent asset management firm offering mutual funds, exchange-traded funds, private pools and structured products with a real assets focus. Our goal is to deliver superior risk-adjusted returns to investors through a disciplined investment approach, Focused Business Investing. Starlight Capital is a wholly-owned subsidiary of Starlight Investments. Starlight Investments is a private, full service, real estate investment and asset management company. The firm is driven by an experienced team of 200 real estate and investment professionals managing over $14 billion of capital on behalf of pension funds, family offices, high net worth investors, retail investors and public REITs.
Our goal is to make Starlight Capital your trusted partner for differentiated investment solutions. To that end we have leveraged relationships built over decades to provide you with best in class client service and investment management.
We think investing is about finding great businesses that will do well over long periods of time. When we find those businesses, we like to do our own analysis and when the risk/reward is favourable, we try to buy a lot of these businesses. The result is portfolios with fewer positions and less turnover.
Advicent, the provider of NaviPlan, is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 broker-dealers, seven of the top 10 North American banks, and the top four global insurance companies. Our decades of experience empower Advicent to create scalable financial planning software; compliance workflow management solutions; fully branded client experiences through industry-leading APIs; and superior cash flow and goal-based calculations. Advicent products are designed to satisfy the needs of every investor and are used in firms of all sizes. Through our innovative product capabilities and dedicated services, we help thousands of financial professionals and their clients understand and impact their financial future.
Marsh is the world’s leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh Canada Limited has approximately 1,200 employees and offices in 13 cities across Canada. Marsh is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue over US$15 billion and 75,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading firms: Marsh, Guy Carpenter, Mercer, and Oliver Wyman.
Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.
Old Kent Road Financial (OKR) specializes in providing bridge financing to small and mid-sized enterprises across Canada. Our non-dilutive financial solutions help companies manage their cash flow needs and let them focus on growing their business without giving up control.
OKR was created to address a significant lack of alternatives for companies looking for financing secured against Canadian Federal and/or Provincial government loans, tax credits or grants. OKR predominantly finances companies who have applied or qualified for Scientific Research and Experimental Development (SR&ED) tax credits however we finance other programs including:
• Scientific Research and Experimental Development (SR&ED)
• Southern Interior Development Trust (SIDIT)
• Strategic Innovation Fund (SIF)
• Interactive Digital Media Credit (IDMC)
• Canada Media Fund (CMF)
• Western Innovation Initiative (WINN)
• Sustainable Development Technology Canada (SDTC)
• Industrial Research Assistance Program (IRAP)
• Build In Canada Innovation (BICI)
"The OKR Financial family of funds will collectively have up to $90 million under management by end of 2019 with the launch of a our parallel equity fund we can offer a range of finance solutions to Canadian Entrepreneurs"
AIMA Canada, a National Group of AIMA in Canada, was formed in March 2003 to act as the voice of the alternative investment industry in Canada. It marked its 17th anniversary in 2020.
AIMA Canada's corporate members include hedge fund managers, institutional investors, pension fund managers and consultants, administrators, auditors, lawyers, prime brokers and other service providers. In addition to working with regulators, holding luncheons and information sessions in Toronto, Montreal, Vancouver and Calgary, AIMA Canada has developed a variety of publications including the AIMA Canada Handbook.
Belle Kaura, Vice President, Legal and Compliance, Third Eye Capital serves as Chairman of AIMA Canada and heads its Board.
Fundata offers mutual fund, ETF and stock information through a suite of highly customizable products and services for mutual fund companies, back-office, investment brokerages, financial advisors, data vendors and retail investors.
Access to a greater pool of investors can be a critical element of any investment vehicle’s growth strategy. And with interest in private alternative investments increasingly gaining traction with Canadian investors and financial advisors, to gain traction, IIROC dealers/brokers and wealth management firms present significant new market opportunities for exempt products.
Robson Capital Management’s RBS/Connect platform can help bridge the gap between private alternative investment vehicles and these marketing channels – by facilitating access through Robson’s FundSERV platform and its designation as a registered investment fund manager.
RBS/Connect can have a firm ready to start marketing to IIROC dealers/brokers and other firms that require FundSERV access in as little as two weeks, without any third party approvals required. RBS/Connect can have your fund ready to market to the thousands of investment advisors and wealth managers in Canada at a fraction of the do-it-yourself cost and without the need for any securities registration.
Funds on RBS/Connect have raised capital of over $400 million in aggregate through these channels, from nearly 30 dealers or wealth management firms and close to 200 investment advisors or portfolio managers.
Centurion Asset Management Inc. with $1.6 billion in assets under management is one of Canada’s leading asset management companies specializing in real estate and other alternative asset classes. Centurion’s investment solutions – Centurion Apartment Real Estate Investment Trust (“REIT”), Centurion Real Estate Opportunities Trust (“REOT”), and Centurion Financial Trust (“CFiT”) – offer retail and institutional investors the opportunity to invest in diversified portfolios of rental apartments, mortgages, real estate developments, and debt instruments that deliver solid returns on their investments.
Avenue Living offers a suite of investment offerings for retail, family offices, and institutional capital partners. We focus on maximizing risk adjusted returns by executing on opportunities to own cash flowing real estate assets.
We offer a variety of mutual fund trusts, that invest directly in multi-family, retail, industrial, office, agricultural and storage assets. Our real estate investment trusts span across core, core plus, and value-add strategies.
Founded in 1997, Trez Capital is a diversified real estate investment firm and preeminent provider of commercial real estate debt financing solutions in Canada and the United States. Trez Capital offers private and institutional investors strategies to invest in a variety of opportunistic, fully-secured, high-yield mortgage investment funds and like investment assets, and provides property developers and owners with quick approvals on flexible short- to mid-term financing.
With offices in Vancouver, Toronto, Dallas, Palm Beach and Atlanta, Trez Capital has over $3.5 billion in assets under management and has funded more than 1,400 mortgages totaling more than $9.4 billion since inception.
For more information, visit www.trezcapital.com.
CWB Maxium Financial provides financing to corporations and professionals in the financial advisor and wealth management industry. Our commercial lending is tailor made to accommodate every unique situation. From supporting our clients in scaling their businesses, to expanding capacity while managing cash flow to ensure sustainable growth, CWB Maxium adapts to meet the various financing needs of our customers.
Street Capital Bank of Canada is one of Canada's largest broker-channel sourced residential mortgage lenders by market share, having originated over $40B since inception and currently has approximately $28B in mortgages under administration. Street Capital also sells a range of GIC products through established dealers and deposit brokers, which are eligible for Canada Deposit Insurance Corporation (CDIC) coverage, up to applicable limits. We are an approved MBS Issuer/CMB Seller and an approved lender with the Canada Mortgage and Housing Corporation (CMHC), Canada Guaranty Mortgage Insurance Company and Genworth Canada.
Canadian Hedge Watch is an educational organization whose mission is to promote the alternative investments industry in Canada and provide informational access to the Canadian marketplace through our website, seminars, forums, conferences, research and analytical tools, the HedgeWatch Monthly Report and our Hedge Fund Quarterly Industry Report.
Canadian ETF Watch is an independent organization which provides comprehensive market intelligence, news and fundamental research solutions strongly focused on the ETF markets. We are covering the ETF market globally and have launched the first global, high-end exchange traded funds magazine in Canada.
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