Avenue Living offers an efficient way for investors to add real estate investments to their portfolios. Founded in 2006, the company has grown to nearly $6 billion in assets under management across Canada and the United States. The firm’s real estate investment funds focus on assets that touch the everyday lives of North Americans — workforce housing, self-storage, and farmland. Avenue Living has strategically built a proprietary platform that supports a customer-centric management model, driving value for its customers, investors, and employees.

Centurion Asset Management Inc. is a leading asset management company, offering investors a growing portfolio of private investment products, corporate financing, mortgage financing, multi-residential apartments, and student residences and is the largest dedicated private apartment REITs in Canada with $7.3B of assets under management as of December 2023. Centurion continues to expand across Canada with a portfolio of 157 properties, consisting of 131 multi-residential apartments, 16 student communities, and 10 medical offices representing 22,022 rental units across 46 cities.

Charitable Impact is Canada’s leading donor-advised fund. 

Founded in 2011 in Vancouver by John Bromley, our mission began with a simple yet powerful goal: to help people create the change they want to see in the world, and it led to developing resources for donors that support them on their giving journey. Today, we’re proud to uphold that mission by empowering donors through our innovative Impact Account.

Our Impact Account simplifies charitable giving by allowing donors to manage all their giving from one place. It offers robust tools that help users plan their impact, explore and support their favourite charities, and streamline their giving process—all in one place. We also support financial professionals across Canada by integrating charitable donations and asset management solutions into their service offerings, making donating, investing, and giving assets straightforward and effective.

To date, Charitable Impact has successfully facilitated over $1.4 billion in donations, helping more and more people work toward the brighter future they imagine.

Desjardins Investments Inc., manager of the Desjardins Funds, is one of Canada’s largest mutual fund manufacturers, with $ 39.9 billion in assets under management as at December 31, 2023. Desjardins Investments offers a broad range of investment funds to Canadian investors. In addition, DI is one of the most committed actors in promoting and advancing responsible investment in Canada

Founded in 2015, Equiton is a recognized leader in private equity investments. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing.
We partner with advisors to offer easy access to all types of investment grade real estate through our proven, high-performing investment solutions that provide a variety of benefits including cash flow and capital appreciation.

A national certification and professional oversight body working in the public interest, FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. There are about 17,500 CERTIFIED FINANCIAL PLANNER® professionals and about 1,500 QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals (as of March 31, 2024), who meet FP Canada’s rigorous professional and ethical standards.

Franklin Templeton is a global leader in investment management with clients in over 170 countries. Here in Canada and abroad, we are dedicated to one goal: delivering exceptional asset management for our clients. At the core of our success is our multiple independent investment teams—each with a focused area of expertise—from traditional to alternative strategies and multi-asset solutions. All of these investment teams share a common commitment to excellence grounded in rigorous, fundamental research and robust, disciplined risk management. This expertise in Canada combined with extensive global resources, and a focus on excellence has made us a trusted partner to generations of advisors and investors.

ICM Asset Management is a leading alternative investment company founded in 2003 to preserve and grow the wealth of retail, private client and institutional investors looking to diversify their portfolios through alternative investment strategies.

Today, we manage more than $2.0 billion of assets and offer investment opportunities focused on real estate, private equity / venture capital, and alternative income strategies.

IFSE is the educational arm of The Investment Funds Institute of Canada (IFIC) and a leader in online learning delivery. We are dedicated to helping Canadians improve their financial literacy through best-in-class financial education and support. As a not-for-profit organization, we make our training affordable to ensure that financial education is widely accessible.

We are built differently

There are a lot of reasons we have become one of the fastest-growing retail and institutional managers in Canada. And the strength of our parent company is just one.

We bring the world to your portfolio

Building wealth today requires you to look beyond Canada’s borders. We are part of the Sun Life group of companies, a global asset manager with offices in nearly 20 countries and over $1 trillion under management. And we’ve built a truly global investment platform by combining the strength of Sun Life with world class asset managers.

Finding certainty in a world of risk

Building a secure financial future in a world of permanent uncertainty has never been harder. But our unwavering commitment to helping investors build wealth and manage risk, is why Canadians have increasingly embraced our products and services.

Trez Capital is a diversified real estate investment firm and preeminent provider of private commercial real estate debt and equity financing solutions in Canada and the United States. 

With over $5.5 billion in AUM, we have funded more than 1,700 transactions totaling more than $17 billion since the firm’s inception in 1997.

We have earned the trust of investors, by applying prudent risk management and rigorous institutional-grade underwriting to generate attractive yields and stable sources of income. 

We offer private and institutional investors strategies to invest in a variety of opportunistic, fully-secured mortgage investment funds, syndications and joint ventures. With a large and stable balance sheet, we provide property developers, investors and owners with the certainty of capital, quick approvals, and flexibility and creativity in short- to mid-term financing to bring a diverse range of real estate projects to life. 

Our team prides itself on deep real estate industry expertise and on-the-ground perspective.  

Wealhouse Capital Management was established in 2008 as an independent, privately owned alternative asset manager. Our goal was to provide award-winning investment strategies to ultra-high-net-worth individuals, family offices, and advisors. Today, our small but mighty team manages more than a billion in assets for Canada’s wealthiest families and entrepreneurs. 

https://wealhouse.com/ 

We have a proud 110-year history of helping Canadian organizations thrive. Our 7,300+ partners and staff are located coast to coast and bring their expertise to provide quality services and products that help solve important problems.

Our industry-focused professional services include audit and assurance, tax, deals and consulting targeting solutions for cybersecurity, privacy, financial crime, workforce of the future, finance transformation, value creation, strategic reassessment and cost optimization. We work as one firm to bring different perspectives and capabilities together to achieve what matters most.

With offices in 155 countries and more than 284,000 people, we are among the leading professional services networks in the world. We deliver the best of our collective thinking, experience and solutions to build public trust and create value for our people, clients and communities.