Masterful management of your portfolio
To efficiently manage your investment solutions and achieve optimal performance, Professionals’ Financial has put together a solid team of investment managers. Composed of experienced managers who are responsible for fixed-income securities and asset allocation, the team is ably supported by seasoned analysts.
For an overview of our team.
To support our internal management team, we also use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of your investments.
Here is a list of the funds managed by our external managers:
- Global Fixed Income: Amundi Canada inc., Manulife Investment Management (US) Limited, Manulife Investment Management (Hong Kong) Limited and Manulife Investment Management (Europe) Limited.
- Canadian Equity: Fidelity Investments Canada ULC, Triasima Portfolio Management Inc., Manulife Investment Management Limited
- Canadian Dividend Equity: Lincluden Investment Management Limited, Manulife Investment Management Limited, Beutel, Goodman & Company Ltd
- Global Equity: MFS Investment Management Canada Inc.
FDP Private Portfolios
- Global Small Cap Equity: Mawer Investment Management Ltd.
- Canadian Opportunity Equity: Fidelity Investments Canada LLC
- Tactical Asset Allocation: Professionals’ Financial – Private Management Inc.
- Global Dividend Equity: Kleinwort Benson Investors, Acadian Asset Management
- Alternative Strategies: Desjardins Global Asset Management, Connor, Clark & Lunn Investment Management Ltd., Formula Growth Ltd., Professionals’ Financial – Private Management Inc., TD Greystone Asset Management
- Canadian Corporate Bond: Professionals’ Financial – Private Management Inc.
- Active Management Canadian Government Bond Private Portfolio: Professionals’ Financial – Private Management Inc.