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Member Investor Advisory Panel
Mar 2020
The Ontario Securities Commission administers and enforces securities law in the province of Ontario. The mandate of the OSC is to provide protection to investors from unfair, improper or fraudulent practices, to foster fair, efficient and competitive capital markets and confidence in the capital markets, to foster capital formation, and to contribute to the stability of the financial system and the reduction of systemic risk.
Experience · 7 entries
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Investments (1)
2023
Member Independent Review Committee
Feb 2023
Manulife Wealth & Asset Management is the global investment, financial advice, and retirement plan services segment of Manulife Financial Corporation. With more than 700 investment professionals across 20 geographies worldwide, we seek to provide better investment outcomes and help people save for a more secure financial future.
Manulife Investment Management is the asset management arm of Manulife Financial Corporation. With leading capabilities in public and private markets, we partner with institutions to understand their needs and create tailored solutions to help meet them. We’re committed to investing responsibly across our public and private markets capabilities. Learn more at manulifeim.com/institutional
Manulife Investment Management Timber and Agriculture manages a diversified global portfolio of timberland and agriculture. With over 40 years of experience, we’ve become the world’s largest natural capital investment manager. Our commitment is to the stewardship of our land: We operate in a way that improves our environment and nourishes communities. Learn more at manulifeim.com/timberland-agriculture
Manulife Investments has been providing investment solutions in Canada for decades. We understand the value of sound financial advice and make it a priority to provide support to our Canadian advisors and their clients. Our success is measured by our clients’ success. Learn more at manulifeim.com/retail
Not all offerings are available in all jurisdictions.
Read our social media terms at manulifeim.com/en/global-social-media-terms
2022
Chair, Independent Review Committee
Mar 2022
Pender was founded in 2003 and is an independent, employee-owned investment firm located in Vancouver, British Columbia.
Our goal is to protect and grow wealth for our investors over time. We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage our suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve our goal.
We believe that small and nimble funds, such as ours, can be opportunistic, accessing unique investment opportunities that are potentially rewarding for investors.
We believe that funds with concentrated portfolios of value‐based investments have the potential to generate superior long‐term, risk‐adjusted returns.
We believe that managers who have their own financial interests aligned with those of investors show greater conviction and act with heightened vigilance of both risks and opportunities.
We believe that a diverse and inclusive team drives more rounded conversations, leading to better decision making for our funds.
Chair, Independent Review Committee
Feb 2022
Built by Canadians. For Canadians.
LongPoint’s team of experts brings a wealth of experience from the ETF market, critical industry connections, and the local knowledge to succeed with Canadian ETF listings. We see the value in building exceptional Canadian ETFs for Canadian Investors and we’re excited to see what’s going to come next.
2021
Chair, Independent Review Committee
May 2021
At Connor, Clark & Lunn Funds Inc. (CC&L Funds), we partner with leading Canadian financial institutions and their investment advisors to deliver unique institutional investment strategies to individual investors through our select offering of mutual funds, alternative investments and separately managed accounts.
By limiting our offering to a focused group of products, we are able to deliver unique and differentiated strategies designed to enhance traditional investor portfolios.
With access to institutional investment strategies across the distinct and independent asset managers in the Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), we are able to be selective and match our competitive strengths with client needs and support elite investment advisors in building better client portfolios.
CC&L Funds is part of CC&L Financial Group, an independently owned multi-boutique asset management firm.
2020
Member Investor Advisory Panel
Mar 2020
The Ontario Securities Commission administers and enforces securities law in the province of Ontario. The mandate of the OSC is to provide protection to investors from unfair, improper or fraudulent practices, to foster fair, efficient and competitive capital markets and confidence in the capital markets, to foster capital formation, and to contribute to the stability of the financial system and the reduction of systemic risk.
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