- Managing Director, Director of Canada, and Business Development Manager
United States, Intermediary
Change
CAD 36.2 B
Canadian client assets under management
15
Number of Wellington global offices
50+
Number of strategies Canadian clients are invested in
Global reach. Local focus.
As a global manager with a singular focus on investment management, we believe our greatest value comes from being able to partner and evolve with our clients across all types of market environments.
Our goal is to bring the full breadth of our global resources and investment capabilities to Canadian institutional investors. With a dedicated team embedded in the community and partnering with colleagues around the world, we are committed to helping our Canadian clients achieve and exceed their objectives.
Our reach is global. Our focus is local.
We’d love to connect, learn about your vision, and help solve your investment challenges.
Explore our latest insights
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Insights Posts
Monthly Asset Allocation Outlook
Is your portfolio all set for 2025? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional, institutional or accredited investors only. Capital at risk.
4
min
Article
2026-01-31
Balancing bumps in the road and big-picture thinking in 2025
How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?
8
min
Article
2025-12-31
Top 5 fixed income ideas for 2025
Fixed Income Strategist Amar Reganti and Investment Communications Manager Adam Norman outline which five areas of fixed income may be best positioned in 2025.
5
min
Article
2026-02-28
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
4
min
Video
2026-01-31
Climate adaptation may cost trillions. Is your portfolio ready?
With climate adaptation and resilience spending projected to exceed mitigation spending sixfold by 2050, we believe investors should consider allocations to adaptation-aligned opportunities.
6
min
Article
2025-12-31
Scaling opportunities in a new economic era
Explore our latest views on risks and opportunities across the global capital markets.
Article
2026-01-31
Trump 2.0: Time to curb your enthusiasm?
How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.
12
min
Article
2025-12-31
India equity's improving risk/return tradeoff
This is not your grandfather's India equity market. Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks explain why and back their argument with risk/return data.
Quick Take
2024-05-03
Three macro assumptions that could be just plain wrong
Fixed Income Portfolio Manager Brij Khurana offers his non-consensus take on three entrenched, but potentially flawed, beliefs in today's market environment.
Quick Take
2024-04-21
Win by losing? The surprising truth about long-term active management
Research shows that even the best managers have had to bounce back from periods of underperformance. For asset owners who've invested time and effort to find these managers, the data argues for cultivating a long-term mindset.
Quick Take
2024-04-20
Wellington investor survey: The bears ponder whether inflation will be too hot, too cold or just right
Conducted prior to the collapse of Silicon Valley Bank, our latest quarterly survey of Wellington investors shows a majority of respondents being more bearish than the consensus view.
Quick Take
2024-03-17
URL References
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Meet our team
Our goal is to better blend our global mindset with local Canadian expertise to be more helpful to our local institutional partners.
It’s really the best of both worlds – being able to connect our clients in Canada with Wellington’s breadth of global resources. I’m thrilled to be a part of our Canadian team.
Boots on the ground — I take pride in bringing the best of Wellington to our local Canadian consultants, clients, and investor community.
Location
Address
Exchange Tower,
130 King Street West, 18th Floor
Toronto, ON M5X 1E3
Telephone
+1 (866) 346 3384