List of mutual fund companies in Canada
Encyclopedia
This is a list of mutual-fund families in Canada ranked by Canadian mutual fund
assets under management (AUM), as of May 31, 2008.
Same list above, but in truncated form using Dec 31st 2006 Data:
Mutual fund
A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors to buy stocks, bonds, short-term money market instruments, and/or other securities.- Overview :...
assets under management (AUM), as of May 31, 2008.
Ultimate parent | Company | Canadian mutual fund brands | AUM parent Cdn total (CAD Canadian dollar The Canadian dollar is the currency of Canada. As of 2007, the Canadian dollar is the 7th most traded currency in the world. It is abbreviated with the dollar sign $, or C$ to distinguish it from other dollar-denominated currencies... 000's) |
AUM sub-total (CAD Canadian dollar The Canadian dollar is the currency of Canada. As of 2007, the Canadian dollar is the 7th most traded currency in the world. It is abbreviated with the dollar sign $, or C$ to distinguish it from other dollar-denominated currencies... 000's) |
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IGM Financial Inc. | 108,178,800 | |||||||
Investors Group Inc. | Investors Masterseries Funds | 61,180,000 | ||||||
Mackenzie Financial Corporation Mackenzie Investments Mackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms providing investment advisory and related services. With $68 billion in assets under management, Mackenzie Investments distributes its services through a diversified network of third-party financial... |
Cundill Funds, Ivy Funds, Mackenzie Funds, Maxxum Funds, Focus Funds, Sentinel Funds, STAR Funds, Universal Funds, Keystone Funds | 44,770,000 | ||||||
Counsel Group of Funds | Counsel Funds | 2,220,257 | ||||||
Royal Bank of Canada Royal Bank of Canada The Royal Bank of Canada or RBC Financial Group is the largest financial institution in Canada, as measured by deposits, revenues, and market capitalization. The bank serves seventeen million clients and has 80,100 employees worldwide. The company corporate headquarters are located in Toronto,... |
RBC Asset Management Inc. | RBC Funds | 111,570,000 | |||||
CI Fund Management Inc. | CI Mutual Funds Inc. | CI Mutual Funds | 51,854,000 | |||||
Toronto-Dominion Bank Toronto-Dominion Bank The Toronto-Dominion Bank , is the second-largest bank in Canada by market capitalization and based on assets. It is also the sixth largest bank in North America. Commonly known as TD and operating as TD Bank Group, the bank was created in 1955 through the merger of the Bank of Toronto and the... |
TD Asset Management | TD Mutual Funds | 58,978,000 | |||||
Invesco | Invesco Trimark Investments | Invesco Funds, Trimark Funds, PowerShare Funds/ETFs | 20,430,000 | |||||
Canadian Imperial Bank of Commerce Canadian Imperial Bank of Commerce The Canadian Imperial Bank of Commerce is one of Canada's chartered banks, fifth largest by deposits. The bank is headquartered at Commerce Court in Toronto, Ontario. CIBC's Institution Number is 010, and its SWIFT code is CIBCCATT.... |
CIBC Asset Management | CIBC Mutual Funds | 51,900,000 | |||||
FMR Corp. Fidelity Investments FMR LLC or Fidelity Investments is an American multinational financial services corporation one of the largest mutual fund and financial services groups in the world. It was founded in 1946 and serves North American investors. Fidelity Ventures is its venture capital arm... |
Fidelity Investments Canada Limited | Fidelity funds | 42,433,811 | |||||
Bank of Montreal Bank of Montreal The Bank of Montreal , , or BMO Financial Group, is the fourth largest bank in Canada by deposits. The Bank of Montreal was founded on June 23, 1817 by John Richardson and eight merchants in a rented house in Montreal, Quebec. On May 19, 1817 the Articles of Association were adopted, making it... |
38,800,000 | |||||||
BMO Investments Inc. | BMO Mutual Funds | 33,125,440 | ||||||
Guardian Capital Group Guardian Capital Group Guardian Capital Group , founded in 1962, operates several fully owned subsidiaries whose operations are to provide investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate services. Guardian Capital Group is headquartered in... |
Guardian Capital LP | Guardian Group of Funds Ltd. | 14,500,000 | |||||
AGF Management Limited AGF Management Limited AGF Management Limited, American Growth Fund, is a Canadian investment management company with offices across Canada and subsidiaries around the world. Founded in 1957, AGF serves more than one million investors... |
AGF Funds Inc. | AGF Funds | 27,800,000 | |||||
Franklin Resources Inc. | Franklin Templeton Investments Corp. | Templeton Funds, Franklin Funds, Bissett Funds, Mutual Series Funds, Franklin Templeton Funds | 25,220,000 | |||||
Phillips Hager & North Ltd. | Phillips Hager & North Ltd. | PH&N investment funds | 21,000,000 | |||||
Dundee Corporation | Goodman & Company, Investment Counsel Ltd. | Dynamic Mutual Funds | 23,600,000 | |||||
Bank of Nova Scotia | Scotia Securities Inc. | Scotia Mutual Funds | 22,608,000 | |||||
CMA Holdings Incorporated Canadian Medical Association The Canadian Medical Association , with more than 70,000 members, is the largest association of doctors in Canada and works to represent their interests nationally. It formed in 1867, three months after Confederation... |
MD Management Limited | MD Mutual Funds | 15,800,000 | |||||
National Bank of Canada National Bank of Canada National Bank of Canada is the 6th largest bank and 8th largest financial institution in Canada. The bank's headquarters are in Montreal, Quebec.... |
13,180,000 | |||||||
Natcan Investment Management | National Bank Mutual Funds | 9,000,000 | ||||||
Altamira Investment Services Inc. | Altamira mutual funds | 4,182,000 | ||||||
Fédération des caisses Desjardins du Québec | 12,600,000 | |||||||
Northwest Mutual Funds Inc. | Northwest Mutual Funds | 4,700,000 | ||||||
Manulife Financial Corporation Manulife Financial Manulife Financial Corporation , is a Canadian insurance company and financial services provider. Manulife Financial's global head office is located in Toronto, Canada and the Company has operations in 21 countries and territories worldwide.The Company operates in Canada and Asia through the brand... |
Manulife Investments | Manulife Mutual Funds | 10,300,000 | |||||
AIC Limited AIC Limited AIC Limited is a Canadian mutual fund company which commenced operations in 1985, as Total Finance. AIC was purchased in 1987, by Michael Lee-Chin, Chairman, and has assets under management of just over $5.6 billion as of May 2008 IFIC numbers... |
AIC Investment Services Inc. | AIC Funds | 5,640,000 | |||||
Industrial Alliance Insurance and Financial Services Inc. | IA Clarington Investments Inc. | IA Clarington Funds, Clarington Funds, IA Funds, R Funds | 8,050,000 | |||||
Brandes Investment Partners, L.P. | Brandes Investment Partners, L.P. | Brandes mutual funds | 5,187,000 | |||||
HSBC Holdings plc | HSBC Investments (Canada) Limited | HSBC Investment Funds | 5,580,000 | |||||
Standard Life plc | Standard Life Mutual Funds Ltd. | Standard Life Mutual Funds | 4,600,000 | |||||
Acuity Funds Ltd. | Acuity Funds Ltd. | Acuity Mutual Funds | 3,594,000 | |||||
Saxon Financial Inc. | Saxon Funds Management Limited | Saxon Mutual Funds | 2,129,000 | |||||
Ethical Funds Inc. | Ethical Funds Inc. | Ethical Funds | 2,420,000 | |||||
Mawer Investment Management Ltd. | Mawer Investment Management Ltd. | Mawer Mutual Funds | 1,969,000 | |||||
Sentry Select Capital Corp. | Sentry Select Capital Corp. | Sentry Select mutual funds | 7,543,000 | |||||
Sceptre Investment Counsel Limited | Sceptre Investment Counsel Limited | Sceptre Mutual Funds | 1,349,000 | |||||
O'Leary Funds | O'Leary Funds | O'Leary Funds | 1,500,000 | Total of non-reporting members | 64,865,957 | |||
Other reporting IFIC members with less than CAD Canadian dollar The Canadian dollar is the currency of Canada. As of 2007, the Canadian dollar is the 7th most traded currency in the world. It is abbreviated with the dollar sign $, or C$ to distinguish it from other dollar-denominated currencies... $1 billion assets under management Assets under management Assets under management is a financial term used denote the market value of funds being managed by a financial instutition on behalf of its clients, investors, depositors, etc. This metric is a sign of size and success against competition... |
3,211,000 |
Same list above, but in truncated form using Dec 31st 2006 Data:
- IGM Financial (InvestorsGroup & Mackenzie): $106,358,576
- Royal Bank of Canada (RBC Asset Management): $71,842,336
- CI Fund Management Inc. (CI Mutual Funds Inc.): $51,854,000
- Toronto-Dominion Bank (TD Asset Management): $51,064,006
- AMVESCAP (AIM Trimark): $49,088,604
- Canadian Imperial Bank of Commerce (CIBC Asset Management): $49,087,624
- FMR Corporation (Fidelity): $39,386,006
- Bank of Montreal (BMO Investments/Guardian Group of Funds): $35,415,728
- AGF Management Limited (AGF Funds): $27,717,631
- Franklin Resources (Franklin Templeton Investments): $26,138,760
- Phillips Hager & North Ltd.: $18,599,198
- Dundee Corporation (Dynamic): $17,935,535
- Bank of Nova Scotia: $16,385,129
- CMA Holdings Incorporated: $12,599,090
- National Bank of Canada (Natcan/Altamira): $11,742,594
- Fédération des caisses Desjardins du Québec: $10,803,843
- Manulife: $8,723,606
- AIC: $8,684,500
- Industrial Alliance Insurance and Financial Services Inc.: $6,682,152
- Brandes Investment Partners: $5,859,140
- HSBC (Canada) Investments: $4,366,067
- Standard Life: $4,129,984
- Acuity Funds: $3,879,242
- Saxon Financial: $2,208,422
- Ethical Funds Inc.: $2,006,498
- Mawer Investment Management: $1,973,489
- Sentry Select Capital Corp.: $7,165,925
- Sceptre Investment Counsel: $1,013,208
- Other non-reporting IFIC members: $10,364,450
- Other reporting IFIC members: $3,211,229
See also
- List of Mutual Funds Listed on the TSX
- List of investment management firms