Canada

Blending a global mindset with local Canadian market expertise, Wellington has offered comprehensive investment management services to Canadian pension funds, endowments, foundations, subadvisory firms, and family offices since 1979.
Canadian client assets under management

CAD 28.5 B

Number of Wellington global offices

14

Number of strategies Canadian clients are invested in

40+

* As of 30 September 2020

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.
Let’s get started

explore our insights tailored for canadian investors

Opportunistic investing: 20 years, 8 lessons
Multi-Asset Portfolio Manager Brian Garvey humbly reflects on 20 years of opportunistic and thematic investing.
Read more
September 2020
Opportunistic investing: 20 years, 8 lessons
,
Brian Garvey
A COVID-era guide to fixed income
Investment Directors Anand Dharan and Amar Reganti lay out their proposed framework for building a more resilient fixed income allocation that is equal to the challenges of today's environment.
Read more
August 2020
A COVID-era guide to fixed income
,
Amar Reganti
Anand Dharan
 CFA
<span>Top of Mind</span> Back to before or protracted pain ahead?
After a tumultuous first half of 2020, what comes next for the pandemic, the economy, and the markets? Multi-Asset Strategist Adam Berger considers several scenarios and offers a set of near-term and longer-term investment policy ideas.
Read more
July 2020
Top of Mind Back to before or protracted pain ahead?
,
Adam Berger
 CFA
Asking private companies to show their ESG<br> credentials
ESG issues are a growing area of focus in the public market, but what about the private market? Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO.
Read more
July 2020
Asking private companies to show their ESG
credentials
,
Michael Carmen
 CFA
Hillary Flynn
Imbalanced credit markets create opportunities
Learn why we believe today's credit market dislocations will persist into the future, providing exploitable inefficiencies for opportunistic fixed income investors.
Read more
July 2020
Imbalanced credit markets create opportunities
,
David Marshak
Dislocation, dispersion, dysfunction, and distress: Why credit markets call for alternative strategies
Amid the historic economic and market turmoil of the COVID-19 crisis, we believe underlying credit market conditions have yielded a variety of potential investment opportunities. In this paper, the authors outline four drivers of opportunity and consider the role different alternative credit strategies may play in pursuing them.
Read more
June 2020
Dislocation, dispersion, dysfunction, and distress: Why credit markets call for alternative strategies
,
Andrew Bayerl
 CFA, CAIA
10 questions from asset allocators on the COVID-19 crisis
Amid the coronavirus fallout, how should asset allocators respond to volatility and illiquidity? What's the outlook for small caps, high yield, emerging markets, and the US dollar? Is globalization dead? Multi-Asset Strategist Adam Berger offers quick thoughts on these and other topics.
Read more
April 2020
10 questions from asset allocators on the COVID-19 crisis
,
Adam Berger
 CFA
<span>Top of Mind</span> Meditations in an emergency
Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.
Read more
April 2020
Top of Mind Meditations in an emergency
,
Adam Berger
 CFA
EXPLORE INSIGHTS

Meet our team

Alan Matijas
Alan Matijas

Alan Matijas, CFA

Managing Director, Director of Canada

Our goal is to better blend our global mindset with local Canadian expertise to be more helpful to our local institutional partners.

Isabelle Perrault
Isabelle Perrault

Isabelle Perrault

Managing Director, Relationship Manager, Canada

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.

Ahmed Ismail headshot
Ahmed Ismail headshot

Ahmed Ismail

Vice President and Account Manager, Consultant Relations, Canada

Boots on the ground — I take pride in bringing the best of Wellington to our local Canadian consultants, clients, and investor community.

Location

Exchange Tower
130 King Street West, 18th Floor
Toronto, ON M5X 1E3

+1 (866) 346 3384

Press release

Contact us

To learn more about how we can help Canadian investors pursue their investment objectives, please contact us.

Alan Matijas

Director of Canada
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