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.

823680156

CAD $31.8 B

Canadian client assets under management

19

Number of Wellington global offices

50+

Number of strategies Canadian clients are invested in

All figures are for the Wellington Management Group of companies as at 30 June 2024.

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.

Explore our latest insights

Meet our team

matijas-alan-316x316
Alan Matijas, CFA
Managing Director, Director of Canada, and Business Development Manager

Our goal is to better blend our global mindset with local Canadian expertise to be more helpful to our local institutional partners.

Alan Matijas, CFA
Managing Director, Director of Canada, and Business Development Manager
ismail ahmed
Ahmed Ismail, CFA
Business Development Manager

Boots on the ground — I take pride in bringing the best of Wellington to our local Canadian consultants, clients, and investor community.

Ahmed Ismail, CFA
Business Development Manager
Fernandes_Amberlie_8745_u648
Amberlie Fernandes, CFA
Associate Business Development Manager

Our team is passionate about helping our Canadian clients achieve their long-term investment goals, and bringing the breadth of Wellington’s global resources home.

Amberlie Fernandes, CFA
Associate Business Development Manager

Location

ADDRESS

RBC WaterPark Place 
88 Queens Quay West, Suite 2500
Toronto, Ontario 
M5J 0B8

TELEPHONE

+1 (866) 346 3384

Contact us

To learn more about how we can help Canadian investors pursue their investment objectives, please contact us.

All figures are for the Wellington Management Group of companies as at 31 December 2023.