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.
Ninepoint Partners manages unique alternative investment solutions that offer investors the benefits of better diversification. We target investment strategies that are uncorrelated to traditional asset classes, such as equities and bonds, with the goal of lowering overall portfolio risk.
As a team, we have a long track-record of managing alternative income, real asset and alternative core strategies. Innovative thinking, and our ability to apply it to real-world solutions, is what defines us.
Ninepoint is an independent, employee-owned firm serving the investment advisor and institutional investor communities. With over $8 billion in assets and institutional contracts and 81 employees, we are among the largest independent asset management firms in Canada.
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.
NaviPlan is the financial planning platform of choice for over 140,000 financial professionals across nearly 3,000 firms worldwide, including four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American insurance firms. Through our innovative products and 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.
Canfin Wealth Management is a professional services firm offering comprehensive and integrated advice, quality products and outstanding services. Business is conducted through our Certified Financial Planners, Registered Retirement Consultants, Certified Management Consultants and Financial Advisors. Canfin operates a Mutual Funds and Exempt Market Dealership, Insurance MGA, Real Estate & Mortgage Brokerage, Estate Planning Team, Tax Specialists, and Business Consulting units. Clients can pay on a fee-for-service basis, asset-based fees, and/or traditional commission-based schedules.
InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies. For more information, visit InvestCloud.com.
As a growing leader in the world of real estate investing, Equiton makes alternative investing accessible to all Canadians and provides advisors the right tools to help them educate and service their clients. Our real estate expertise and dedication to advisors, investors and stakeholders led to the tripling of our AUM from 2019 to 2022, amidst a global pandemic. Our exponential growth is a direct result of our leadership team’s deep understanding of real estate investing and ability to navigate the industry to create long-term wealth.
We have the resources and expertise to find the right properties, perform the proper due diligence and build strong relationships with advisors. We ensure our properties continue to increase in value by actively managing each property. In essence, we know what to buy to generate value for our investors. Equiton – we see what others don’t.
Morrison Financial is a Toronto-based non-bank lender formed in 1987 and is one of Canada’s longest-standing private finance firms. With roots in traditional asset-based lending, Morrison Financial has expanded to provide mortgage financing to builders and developers and loans to condominium corporations. In its 35 years in business, Morrison Financial has advanced over $1.5 billion in commercial and mortgage financing.
Morrison Financial’s business takes a disciplined approach in lending to real estate development projects with a focus on residential construction in Ontario. These loans are financed with private and institutional money. The primary source of private money is two limited partnership funds, the Morrison Financial Senior Mortgage Income Fund and Morrison Financial Junior Mortgage Income Fund (“the Funds”).
The Funds are administered through SGGG Fund Services Inc and may be purchased through Fundserve (BEL501/BEL503) or our exempt market dealer Belco Private Capital.
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"
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 Asset Management, which operates as part of the Avenue Living Group, is a leading Canadian alternative asset manager with over $3.9 billion in assets under management and four alternative investment products. Avenue Living entities own and operate assets throughout Canada and the United States which support sectors essential to the everyday lives of North Americans — workforce housing, commercial real estate, farmland, and self-storage. A vertically integrated platform, access to capital, operational expertise, and a proven investment strategy serve as catalysts for continued growth.
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.
We are a Canadian-owned mortgage finance company with over 25 years of Canadian real estate experience. In an increasingly complex residential mortgage market, RFA is committed to common sense solutions that work for our brokers and clients. Our financial strength combined with innovative technology and dedicated service gives us a competitive edge in the market. Brokers and clients can look forward to new products, industry-leading rates, and service.
The CIFP Retirement Institute has a mission to research and develop the knowledge base of retirement planning and, financial planning more generally, in the best interest of Canadians.
The Institute is evolving into the pre-eminent source to obtain unbiased, high quality, topical information about retirement and retirement planning. Education programs supporting the various CIFP designations supplement technical content with a focus on the more qualitative aspects of retirement and financial planning. Despite the importance of incorporating qualitative factors into a plan, unfortunately, it is often overlooked in a typical client-planner meeting or, may not be discussed in sufficient detail because far too often the client-planner interaction revolves around all things quantitative. To counter this deficiency, topics such as lifestyle planning, client engagement skills, retirement trends, considerations as part of estate and succession planning, how to prepare for retirement and intergenerational wealth transfers are fundamental learning objectives within the RRC and RFRA curricula.
Learn more at www.retirementinstitute.ca
The Canadian Association of Alternative Strategies & Assets is Canada’s largest association representing the alternative investment industry in Canada with more than 330 corporate members — including alternative investment managers, pension plans, foundations, endowments, and service providers. Its membership and activities span all alternatives from hedge funds and venture capital to real estate and cryptocurrencies. Founded in 2018, CAASA’s mission is to bring Canada to the world and the world to Canada by promoting information sharing, networking, and collaborative initiatives between its members and the industry at large.
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.
Canadian ETF Watch’s news stories focus intently on educating investors regarding specific offerings, current market trends, sectors, economies, and sentiment about every ETF market we track for our clients. We hope you find this information insightful, intelligent and in time to help you make the most of ETF investing. You will find a wealth of information in our archives, and can search for keywords targeting articles relevant to you. Please feel free to comment on any of these articles, our community appreciates every-one’s views, and outlooks.