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CAD 29.6 B
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Canadian client assets under management
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Wellington Homepage
Change-
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19
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Number of Wellington global offices
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50+
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Number of strategies Canadian clients are invested in
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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 insights tailored for Canadian investors
Showing
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Insights Posts
Thematic investing focus: security in a world of great-power competition
In an environment of accelerating great-power competition and geopolitical instability, policymakers may place a higher emphasis on security – even at the expense of economic efficiency. What could this mean for thematic investors?
Article
2025-02-28
Quality value: getting (more than) what you pay for?
Quality and resilience often go hand in hand, but resilience measures future quality. How can resilient companies offer value to long-term investors? And how can investors identify them?
Article
2025-03-08
5 reasons to be active in fixed income
Actively managed fixed income portfolios have several distinct advantages over passive approaches.
Whitepaper
2025-02-28
Can hedge funds play the role?
How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.
11
min
Article
2025-03-31
Top of Mind: The allocator’s checklist for 2024 and beyond
Head of Multi-Asset Strategy Adam Berger offers near- and longer-term ideas for allocators, including thoughts on areas where capital is scarce, alternatives may be attractive, and risks may bear watching.
Article
2025-01-31
WellSaid: Partnering with climate founders
Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey
Video
2025-01-31
URL References
Related Insights
Meet our team
Our goal is to better blend our global mindset with local Canadian expertise to be more helpful to our local institutional partners.
Boots on the ground — I take pride in bringing the best of Wellington to our local Canadian consultants, clients, and investor community.
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.
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.
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Alan Matijas
- Business Development Manager and Director, Client Group Canada
All figures are for the Wellington Management Group of companies as at 31 December 2023.