CDSPI - Investment/Fund Managers

• Description
• CDA Funds
• Contribution Options
• Fund Managers
• ClearView Financial Plan™
• Insured Annuities
• Portfolio Rebalancing
Service
• Retirement InSight™
• Dental Edge Group RRSP Service
• Eligibility
• Audited Statements/
Annual Report

Fund Managers

Altamira Management, a division of Natcan Investment Management Inc.
Altamira has been providing investment management services for over 30 years and is widely recognized as one of Canada’s leading equity and fixed income management firms. Currently, Altamira manages over $6-billion of pension and mutual fund assets.

Barclays Global Investors
Barclays Global Investors (BGI) is one of the world's largest investment firms, managing over $1.2-trillion for clients worldwide. BGI manages more than $37-billion for Canadian clients from its offices in Toronto and Montreal.

Brandes Investment Partners & Co.
Brandes Investment Partners & Co., a leading global investment advisory firm, has an excellent reputation as a manager of international funds, managing more than $100-billion of assets for institutional and private clients worldwide.

Capital International Asset Management
Capital International Asset Management is part of the Capital Group of Companies, a privately held global investment management firm with 75 years of asset management experience.

CI Investments
CI Investments is a leading Canadian-owned independent wealth management company, known in financial circles for its ability to anticipate and respond to the changing investment needs of Canadian investors and its innovative selection of investment solutions. Its assets under management exceed $50-billion.

Connor, Clark & Lunn Investment Management Ltd.
Connor, Clark & Lunn Investment Management Ltd. (CC&L) was established in 1982 and is one of Canada’s largest independent investment management companies. The firm manages money on behalf of pension fund sponsors, corporations, foundations, endowments, mutual funds and qualified individual investors and had over $14 billion in assets under management as of December 31, 2004.

Fiera YMG Capital
Fiera YMG Capital (formerly Fiera Capital) has more than $20-billion of assets under management, and is one of Canada’s leading managers of fixed income funds.

Invesco Trimark
On August 11, 2008, AIM Trimark became Invesco Trimark. This change was made to better reflect the company’s role as part of Invesco Ltd., one of the world's largest investment managers. The firm continue to deliver the discipline and results that are the foundation of its business in Canada, while extending the benefits of Invesco's global capabilities. As of June 30, 2008, Invesco Ltd. had assets under management totalling over $460-billion US.

KBSH Capital Management Inc.
Founded in 1980, the company is a leader in balanced funds, managing $8.8-billion in assets. It has delivered returns well over the industry average for over a decade, and is also known for its expertise in managing international equities, as well as Canadian and U.S. equities.

McLean Budden
McLean Budden is one of the largest investment counsel and portfolio management firms in Canada with approximately $26-billion under management. In 1997, Sun Life Financial purchased an ownership position in the firm. McLean Budden in turn acquired SUNIMCO (Sun Life of Canada Investment Management Limited) and its Canadian equity “value” team.

Phillips, Hager & North Investment Management Ltd.
Phillips, Hager & North Investment Management Ltd. is an investment firm headquartered in Vancouver with branches in Victoria, Calgary, Montreal and Toronto. The firm was founded in 1964 and manages over $50-billion for individual and institutional investors.

Sceptre Investment Counsel Limited
Sceptre Investment Counsel Limited is a leading independent money management company. The company has been managing investment portfolios for a wide range of corporate and individual investors since 1955. It has over $6-billion in assets under management.

Sun Life Assurance Company of Canada
Sun Life Assurance Company of Canada is a member of the Sun Life Financial group of companies. Sun Life Financial is a leading international financial services organization. In Canada, the company had been providing retirement products to group clients for over 70 years. Today, the Sun Life Finanical group of companies has assets under management of over CDN $350-billion.

Fund Managers

Barclays Global Investors Barclays Global Investors (BGI) is one of the world's largest investment firms, managing over $1.2-trillion for clients worldwide. BGI manages more than $37-billion for Canadian clients from its offices in Toronto and Montreal.

Brandes Investment Partners & Co. Brandes Investment Partners & Co., a leading global investment advisory firm, has an excellent reputation as a manager of international funds, managing more than $100-billion of assets for institutional and private clients worldwide.

Capital International Asset Management Capital International Asset Management is part of the Capital Group of Companies, a privately held global investment management firm with 75 years of asset management experience.

Fiera YMG Capital Fiera YMG Capital (formerly Fiera Capital) has more than $20-billion of assets under management, and is one of Canada’s leading managers of fixed income funds.

Sceptre Investment Counsel Limited Sceptre Investment Counsel Limited is a leading independent money management company. The company has been managing investment portfolios for a wide range of corporate and individual investors since 1955. It has over $6-billion in assets under management.

Barclays Global Investors
Barclays Global Investors (BGI) is one of the world's largest investment firms, managing over $1.2-trillion for clients worldwide. BGI manages more than $37-billion for Canadian clients from its offices in Toronto and Montreal.

Brandes Investment Partners & Co.
Brandes Investment Partners & Co., a leading global investment advisory firm, has an excellent reputation as a manager of international funds, managing more than $100-billion of assets for institutional and private clients worldwide.

Capital International Asset Management
Capital International Asset Management is part of the Capital Group of Companies, a privately held global investment management firm with 75 years of asset management experience.

Fiera YMG Capital
Fiera YMG Capital (formerly Fiera Capital) has more than $20-billion of assets under management, and is one of Canada’s leading managers of fixed income funds.

Sceptre Investment Counsel Limited
Sceptre Investment Counsel Limited is a leading independent money management company. The company has been managing investment portfolios for a wide range of corporate and individual investors since 1955. It has over $6-billion in assets under management.