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 33.2 B

Number of Wellington global offices

15

Number of strategies Canadian clients are invested in

40+

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

Canadians’ credit conundrum
Fixed Income Investment Directors Amar Reganti and Anand Dharan make the case for Canadian investors to broaden the fixed income "toolkit," including a more diversified approach to credit investing.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
March 2021
Canadians’ credit conundrum
,
publish
Amar Reganti
Anand Dharan
 CFA
<span>Top of Mind</span> Never assume and other tips for 2021
Multi-Asset Strategist Adam Berger stress tests the consensus views on four key issues: rising interest rates, high equity valuations, US market leadership, and the impact of slower globalization on China's growth.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
February 2021
Top of Mind Never assume and other tips for 2021
,
publish
Adam Berger
 CFA
A new inflationary regime: Why the next decade could look different from the last
We explore why the risk of structurally higher inflation may be the highest it has been in decades and profile the key investment implications this presents.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
January 2021
A new inflationary regime: Why the next decade could look different from the last
,
publish
Nick Petrucelli
 CFA
Juhi Dhawan
 PhD
Allan Levin
 CFA, FRM, FSA
2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
December 2020
2021 Investment Outlook
,
publish
Multiple authors
Opportunistic investing: 20 years, 8 lessons
Multi-Asset Portfolio Manager Brian Garvey humbly reflects on 20 years of opportunistic and thematic investing.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2020
Opportunistic investing: 20 years, 8 lessons
,
publish
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
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2020
A COVID-era guide to fixed income
,
publish
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.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2020
Top of Mind Back to before or protracted pain ahead?
,
publish
Adam Berger
 CFA
Asking private companies to show their ESG 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.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2020
Asking private companies to show their ESG credentials
,
publish
Michael Carmen
 CFA
Hillary Flynn
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, CFA

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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All figures as of 31 March 2021