Chris Blumas

Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers.

JCIC is an active, long-term manager that seeks to invest in great companies with strong management and sound financial profiles. The firm combines a top-down view of both the economy and the macro environment with a bottom-up methodology for asset and stock selection. Preservation of capital is a central element of their investment strategies, so their portfolios are also diversified by design, protecting clients from undue risk of concentration in any asset class, region, or company.

RJIC is a multi-strategy investment platform that creates investment portfolios tailored to each client’s needs and managed on a segregated basis by incorporating each client’s unique circumstances into their distinct investment policy.

Functions as a College/University

Functions as a College/University

Functions as a College/University

GlobeInvest follows a strict active management process and seeks to identify investment themes with a long-term investment horizon. The firm employs a global database to screen equity securities in these areas. They have investments across all asset classes, encompassing income-producing securities and high-quality, growth-oriented stocks.

Provides brokerage services

Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.