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Masterful management of your portfolio

Internal managers

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 Canadian equities, fixed-income securities, and asset allocation, the team is ably supported by seasoned analysts.

For an overview of our team.

External managers

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:

FDP Portfolios

  • Global Fixed Income: Amundi Canada inc., Manulife Asset Management (US) LLC and Manulife Asset Management (Hong Kong) Limited
  • Short Term Fixed Income: Professionals’ Financial – Private Management Inc.
  • Canadian Equity: Professionals’ Financial – Private Management Inc., Fidelity Investments Canada ULC, Triasima Portfolio Management Inc.
  • Canadian Dividend Equity: Professionals’ Financial – Private Management Inc.
  • Global Equity: MFS Investment Management Canada Inc.
  • Emerging Markets Equity: State Street Global Advisors

FDP Private Portfolios

  • Global Small Cap Equity: Copper Rock Capital Partners, Mawer Investment Management Ltd.
  • Canadian Dynamic Equity: Professionals’ Financial – Private Management Inc.
  • Tactical Asset Allocation: Professionals’ Financial – Private Management Inc.
  • Global Dividend Equity: Kleinwort Benson Investors, Acadian Asset Management
  • Alternative Strategies: Standard Life Investments, Fiera Capital, Connor, Clark & Lunn Investment Management Ltd., Formula Growth Ltd., Professionals’ Financial – Private Management Inc.
  • Canadian Corporate Bond: Professionals’ Financial – Private Management Inc.

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For an analysis of your situation,
get in touch with one of our advisors