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Defined Contribution Plan Asset Managers

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ADDENDA CAPITAL INC.
Michel Jalbert, Senior Vice-president, Business Development & Client Partnerships; 800 Rene-Levesque Blvd. W., Ste. 2750, Montreal, QC H3B 1X9
PH: 514-287-7373
Fax: 514-287-7200
eMail: m.jalbert@addenda-capital.com  
Web: www.addenda-capital.com
Client Profile -
DC Plan Sponsors: 4
Other: Insurance Platforms – 6
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $1,163.3M
Other: $1,189.7M
Total: $2,353M
Assets Managed For: DC Plans, Single Premium Annuities, Non-registered Plans, Individual Pension Plans
Services Offered: Investment Management Services only
Offices Across Canada: Toronto, Guelph, Regina
DC Business Since: 1996

AMI PARTNERS INC.
Craig Labbett, Vice-president, Marketing; 26 Wellington St. E., Ste. 800, Toronto, ON M5E 1S2
PH: 416-865-2996
Fax: 416-865-9241
eMail: clabbett@amipartners.com  
Web: www.amipartners.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $25.4M
Group DPSP: $31.6M
Total: $57M
Assets Managed For: DC Plans, DPSPs
Services Offered: Communications & Education, Plan Management, Plan Design
Offices Across Canada: Vancouver, Montreal
Professional Staff: 12
DC Business Since: 1959 

ARONSON JOHNSON ORTIZ
Allison J. Goodman, Associate; 230 South Broad St., 20th Floor, Philadelphia, PA 19063
PH: 215-546-7500
Fax: 215-546-7506
eMail: goodman@ajopartners.com  
Web: www.ajopartners.com   
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $2.4B
Total: $2.4B
Assets Managed For: DC Plans
Services Offered: Investment Management Services Only
Professional Staff: 30
DC Business Since: 2001

ARTIO GLOBAL MANAGEMENT LLC
Jeff Horbal, Director, Institutional Investments; Brookfield Place, 161 Bay St., Ste. 2600, Toronto, ON M5J 2S1
PH: 416-862-2237
Fax: 416-862-2600
eMail: jeff.horbal@artioglobal.com   
Web: www.artioglobal.com  
Client Profile -
DC Plan Sponsors: 3
Other: 14 (DB Plans, Endowments, Sub-advisory)
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $80.2M
Total: $80.2M
Assets Managed For: DC Plans, DB Plans, Endowment, Sub-advisory
Services Offered Investment Management Services
Professional Staff: 19
DC Business Since: 1984

BAKER GILMORE & ASSOCIATES INC.
Bruce Shewfelt, Head of Institutional Sales, 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-869-7827
Fax: 416-363-2089
eMail: bshewfelt@cclgroup.com  
Web: www.cclgroup.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $64.6M
Group RRSP: $81.3M
Total: $145.9M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Single Premium Annuities, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs
Services Offered: Communications & Education, Governance Reporting
Offices Across Canada: Montreal, Vancouver
Professional Staff: 6
DC Business Since: 1988

BARRANTAGH INVESTMENT MANAGEMENT INC.
Robert Cruickshank, Vice-president, Marketing & Client Service; 100 Yonge St., Ste. 1700, Toronto, ON M5C 2W1
PH: 416-868-6295
Fax: 416-868-6593
eMail: cruickshank@barrantagh.com  
Web: www.barrantagh.com  
Client Profile -
DC Plan Sponsors: 1
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $57.9M
Assets Managed For: DC Plans
Professional Staff: 6
DC Business Since: 2005

BMO GLOBAL ASSET MANAGEMENT
Marija Finney, Senior Vice-president, Head of Institutional Sales & Service; 77 King St. W., Ste. 4200, Toronto, ON M5K 1J5
PH: 416-359-5003
Fax: 416-359-5950
eMail: marija.finney@bmo.com  
Web: www.bmoassetmanagement.com  
Client Profile -
DC Plan Providers: 4
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $47M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Non-registered Plans, TFSAs
Services Offered: Investment Only Solutions
Offices Across Canada: Montreal
Professional Staff: 5
DC Business Since: 2008

BNP PARIBAS INVESTMENT PARTNERS CANADA LTD.
Simon Segall, CEO; 155 Wellington St. W., Ste. 3110, RBC Centre, Box 149, Toronto, ON M5V 3H1
PH: 416-365-3983
eMail: simon.segall@bnpparibas.com  
Web: www.bnpparibas-ip.com  
Client Profile
-
DC Plan Providers: 1
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $5.2M
Total: $5.2M
Assets Managed For: DC Plans
Services Offered: Life Cycle Portfolios, Target Date Funds, Global Real Estate Fund
DC Business Since: 2000

BRANDES INVESTMENT PARTNERS
Michael Parsons, Director, Institutional Sales; 20 Bay St., Ste. 400, Toronto, ON M5J 2N8
PH: 416-306-5653
Fax: 416-306-5750
eMail: michael.parsons@brandes.com  
Web: www.brandesinvestments.ca
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $17.9M
Other: $1,858M
Total: $1,858M*
Assets Managed For: DC Plans, Simplified Pension Plans, Individual Pension Plans
Professional Staff: 67
*Total pension assets for Brandes Canada – Pension asset breakouts are monitored on a pooled/co-mingled or segregated account basis only.

CC&L INVESTMENT MANAGEMENT LTD.
Bruce Shewfelt, Head of Institutional Sales, 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-869-7827
Fax: 416-363-2089
eMail: bshewfelt@cclgroup.com  
Web: www.cclgroup.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $1,635.8M
Group RRSP: $37.6M
Total: $1,673.3M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Single Premium Annuities, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs
Services Offered: Communications & Education, Governance Reporting
Offices Across Canada: Montreal, Vancouver
Professional Staff: 43
DC Business Since: 1982

CI INSTITUTIONAL ASSET MANAGEMENT
Dustin Hunt, Vice-president; 2 Queen St. E., 19th Floor, Toronto, ON M5C 3G7
PH: 416-681-6679
Fax: 416-681-8849
eMail: dhunt@ci.com  
Web: www.ciinstitutional.com  
Client Profile
-
DC Plan Sponsors: 7*
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $1,328.1M
Assets Managed For: DC Plans
Services Offered: Target Date Funds, Investment Management
Offices Across Canada: Montreal, Calgary, Vancouver
Professional Staff: 6
DC Business Since: 1999
* 7 direct client recordkeeping relationships that provide investment management products and services to more than 500 defined contribution plan sponsors

CIBC GLOBAL ASSET MANAGEMENT INC.
Taras Klymenko, Vice-president, Institutional Business Development; 161 Bay St., Ste. 2320, Box 500, Toronto, ON M2J 2S8
PH: 416-214-8338
Fax: 416-364-4472
eMail: taras.klymenko@cibc.ca  
Web: www.cibcam.com  
Client Profile -
DC Plan Sponsors: 7
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $268.3M
Total: $268.3M
Assets Managed For: DC Plans
Services Offered: Asset Management
Offices Across Canada: Montreal
Professional Staff: 57
DC Business Since: 1988

DESJARDINS INSURANCE
David Charbonneau, Vice-president, Group Retirement Savings; 1 Complexe Desjardins, South Tower, 21st Floor, Montreal, QC H5B 1E2
PH: 514-350-8700 x2335
Fax: 514-285-8766
eMail: david.charbonneau@dfs.ca  
Web: www.desjardinsfinancialsecurity.com  
Client Profile -
DC Plan Sponsors: 5,728
DC Plan Members: 181,565
DC Plan Providers: Desjardins Financial Security
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $900.7M
Group RRSP: $1,720.9M
Group DPSP: $101.3M
Group TSFA: $1.4M
Other: $16.5M
Total: $2,740.8M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Single Premium Annuities, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs, RRIFs/LIFs/Annuities
Services Offered: Administration/Recordkeeping, Communications & Education, Guaranteed Investment Products, Life Cycle Portfolios, Governance Reporting, Plan Management, Plan Design, Target Date Funds
Offices Across Canada: Vancouver, Calgary, Toronto, Quebec City, Halifax
Professional Staff: 224
DC Business Since: 1952

FIERA CAPITAL CORPORATION
David Pennycook, Executive Vice-president, Institutional Markets; 1501 McGill College, Ste. 800, Montreal, QC H3A 3M8 or 1 Adelaide St. E., Ste. 600, Toronto, ON M5C 2W5
PH: 514-954-3300 or 416-364-3711
Fax: 514-954-3325 or 416-955-4877
eMail: dpennycook@fieracapital.com  
Web: www.fieracapital.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $1,683M
Group RRSP: $53M
Group DPSP: $12M
Total: $1,748M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans
Services Offered: Asset Management
Offices Across Canada: Vancouver, Halifax
Professional Staff: 90
DC Business Since: 2003

FOYSTON, GORDON & PAYNE INC.
David Adkins, Senior Vice-president; 1 Adelaide St. E., Ste. 2600, Box 200, Toronto, ON M5C 2V9
PH: 416-362-4725
Fax: 416-367-1183
eMail: dadkins@foyston.com  
Web: www.foyston.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $334.5M
Group DPSP: $2.5M
Total: $337M
Assets Managed For: DC Plans, Group RRSPs, DPSPs,
Services Offered: Plan Management
Professional Staff: 45
DC Business Since: 1980

GE ASSET MANAGEMENT
Keith Smith, President, GE Asset Management Canada; 2300 Meadowvale Blvd., Mississauga, ON L5N 5P9
PH: 905-858-6683
Fax: 905-858-5218
eMail: keith.smith@corporate.ge.com  
Web: www.geam.com  
Client Profile -
DC Plan Sponsors: 4
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $319M
Total: $319M
Assets Managed For: DC Plans
Services Offered: Investment Management Services
Offices Across Canada: Montreal
Professional Staff: 432
DC Business Since: 1959

GLOBAL ALPHA  CAPITAL MANAGEMENT
Bruce Shewfelt, Head of Institutional Sales, 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-869-7827
Fax: 416-363-2089
eMail: bshewfelt@cclgroup.com  
Web: www.cclgroup.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $300,000
Total: $300,000
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Single Premium Annuities, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs
Services Offered: Communications & Education, Governance Reporting
Offices Across Canada: Montreal, Vancouver
Professional Staff: 4
DC Business Since: 2008

GREYSTONE MANAGED INVESTMENTS
Louis Martel, Managing Director & Chief Client Strategist; 300-1230 Blackfoot Dr., Regina, SK S4S 7G4
PH: 306-779-6400
Fax: 306-584-0552
eMail: louis.martel@greystone.ca  
Web: www.greystone.ca  
Client Profile -
DC Plan Sponsors: 135 (In CDN$ millions as of March 31, 2012) -
DC Pension: $18,016.4M
Assets Managed For: DC Plans
Offices Across Canada: Winnipeg, Toronto
Professional Staff: 108
DC Business Since: 1988

GUARDIAN CAPITAL LP
Rob Broley, Senior Vice-president, Consultant Relations; 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-4086
Fax: 416-364-9634
eMail: rbroley@guardiancapital.com  
Web: www.guardiancapital.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $139.1M
Total: $139.1M
Assets Managed For: DC Plans
Offices Across Canada: Montreal, Calgary

HEXAVEST INC.
Robert Brunelle, Senior Vice-president; 1250 Rene-Levesque Blvd. W., Ste. 4200, Montreal, QC H3B 4W8
PH: 514-390-8484
Fax: 514-390-1184
eMail: rbrunelle@hexavest.com  
Web: www.hexavest.com/en  
Client Profile -
DC Plan Providers: 8
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $698.9M
Assets Managed For: DC Plans
Services Offered: Asset Management Only
Professional Staff: 10
DC Business Since: 2004

INDUSTRIAL ALLIANCE
Renee Laflamme, Vice-president, Group Savings & Retirement; 1080 Grande Allee W., Quebec City, QC G1K 6M3
PH: 418-684-5252
Fax: 418-684-5187
eMail: renee.laflamme@inalco.com  
Web: www.inalco.com  
Client Profile -
DC Plan Sponsors: 4,964
DC Plan Members: 163,442
DC Plan Providers: 2
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $1,320.2M
Group RRSP: $1,216.2M
Group DPSP: $149.2M
Group TSFA: $1.9M
Other: $162.4M
Total: $2,849.9M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Single Premium Annuities, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs, Stock Plans, RRIFs, LIFs, SERP, Retirement Compensation Arrangements
Services Offered: Administration/Recordkeeping, Communications & Education, Guaranteed Investment Products, Life Cycle Portfolios, Governance Reporting, Plan Management, Plan Design, Target Date Funds, Investment Only Services, Up to 70 Investment Funds, Dynamic Asset Management
Offices Across Canada: Montreal, Halifax, Toronto, Vancouver, Calgary
Professional Staff: 129
DC Business Since: 1942

JARISLOWSKY FRASER LIMITED
Peter Godec, Partner; 20 Queen St. W., Ste. 3100, Toronto, ON M5H 3R3
PH: 416-363-7417
Fax: 416-363-8079
eMail: pgodec@jfl.ca  
Web: www.jfl.ca  
Client Profile -
Other: The majority of DC clients access Pooled Funds through Insurance Company Alliances. The firm provides their pooled funds for use through the following platforms: Sun Life, Standard Life, Great West Life (London Life, Canada Life), Manulife, Industrial Alliance, SSQ Societe D'Assurance, Desjardins Financial
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
Total: approx. $5.7B
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Individual Pension Plans
Services Offered: Investment Management
Offices Across Canada: Montreal, Calgary, Vancouver
Professional Staff: 10
DC Business Since: 1998

LEGG MASON CANADA INC.
David Gregoire, Managing Director, Head of Distribution; 220 Bay St., 4th Floor, Toronto, ON M5J 2W4
PH: 416-594-2979
Fax: 416-860-0628
eMail: dgregoire@leggmasoncanada.com  
Web: www.leggmasoncanada.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $375M
Assets Managed For: DC Plans
Services Offered: Investment Management
Offices Across Canada: Montreal, Kitchener
Professional Staff: 4
DC Business Since: 1972

LINCLUDEN INVESTMENT MANAGEMENT
Wayne Wilson, Vice-president; 1275 North Service Rd. W., Ste. 607, Oakville, ON L6M 3G4
PH: 905-825-9000
Fax: 905-825-9525
eMail: wayne.wilson@lincluden.net  
Web: www.lincluden.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $466M
Assets Managed For: DC Plans, Group RRSPs, DPSPs,
Services Offered: Communications & Education, Plan Management, Asset Mix and Compliance
Professional Staff: 9
DC Business Since: 1982

MAWER INVESTMENT MANAGEMENT LTD.
Jamie Hyndman, Director of Marketing; Ste. 900, 603 7th Ave. S.W., Calgary, AB T2P 2T5
PH: 403-267-1974
eMail: jhyndman@mawer.com  
Web: www.mawer.com
Client Profile -
DC Plan Sponsors: 9
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $557M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Individual Pension Plans, TFSAs
Offices Across Canada: Toronto
Professional Staff: 7
DC Business Since: 1990

MFS MCLEAN BUDDEN
Christine Girvan, Managing Director; 145 King St. W., 25th Floor, Toronto, ON M5H 1J8
PH: 416-361-7273
Fax: 416-862-0167
eMail: cgirvan@mfs.com  
Web: www.mcleanbudden.com or www.mfs.com  
Client Profile
DC Plan Providers: 13
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $13,750M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Individual Pension Plans, TFSAs
Services Offered: Communications & Education, Third-party Financial Advice, Life Cycle Portfolios, Target Date Funds
Offices Across Canada: Montreal, Vancouver
Professional Staff: 11
DC Business Since: 1997

NEW STAR INSTITUTIONAL MANAGERS LIMITED
Bruce Shewfelt, Head of Institutional Sales, 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-869-7827
Fax: 416-363-2089
eMail: bshewfelt@cclgroup.com  
Web: www.cclgroup.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $26.7M
Total: $26.7M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Single Premium Annuities, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs
Services Offered: Communications & Education, Governance Reporting
Offices Across Canada: Montreal, Vancouver
Professional Staff: 8
DC Business Since: 2011

PCJ INVESTMENT COUNSEL LTD.
Bruce Shewfelt, Head of Institutional Sales, 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-869-7827
Fax: 416-363-2089
eMail: bshewfelt@cclgroup.com  
Web: www.cclgroup.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $173.3M
Total: $173.3M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Single Premium Annuities, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs
Services Offered: Communications & Education, Governance Reporting
Offices Across Canada: Montreal, Vancouver
Professional Staff: 6
DC Business Since: 1996

PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT*
John Skeans, Vice-president; 20th Floor – 200 Burrard St., Vancouver, BC V6C 3N5
PH: 604-408-6000
Fax: 604-685-5712
eMail: data@phn.com  
Web: www.phn.com  
Client Profile -
DC Plan Sponsors: 61 (Includes clients from Group RRSP, DC, and Savings Plans)
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: +
Group RRSP: $3,706M
Total: $3,706M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs (Individual)
Services Offered: Communications & Education, Plan Design, Target Date Funds
Offices Across Canada: Calgary, Montreal, Toronto
Professional Staff: 13
DC Business Since: 1983 (Group RRSP)
*Operating division within RBC Global Asset Management Inc.

PYRAMIS GLOBAL ADVISORS (CANADA)*
Kevin Barber, Senior Vice-president, Business Manager, Institutional Sales & Service; 483 Bay St., Toronto, ON M5G 2N7
PH: 416-307-5391
Fax: 416-307-5349
eMail: kevin.barber@pyramis.com  
Web: www.pyramis.ca  
Client Profile -
DC Plan Providers: 12 (Includes recordkeepers)
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
Total: $4,412M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Single Premium Annuities, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs
Services Offered: Life Cycle Portfolios, Target Date Funds
Offices Across Canada: Montreal, Calgary, Vancouver
DC Business Since: 1996
*A Fidelity Investments Company

RUSSELL INVESTMENTS CANADA
Dexton Blackstock, Director, Head of Institutional Business Development; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4
PH: 416-640-6202
Fax: 416-362-4494
eMail: dblackstock@russell.com  
Web: www.russell.com/ca  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $858.8M
Total: $858.8M
Assets Managed For: DC Plans
Offices Across Canada: Montreal, Vancouver, Calgary

SCHEER, ROWLETT & ASSOCIATES INVESTMENT MANAGEMENT
Bruce Shewfelt, Head of Institutional Sales, 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-869-7827
Fax: 416-363-2089
eMail: bshewfelt@cclgroup.com  
Web: www.cclgroup.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $824.3M
Group RRSP: $218.9M
Total: $1,043.2M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Single Premium Annuities, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs
Services Offered: Communications & Education, Governance Reporting
Offices Across Canada: Montreal, Vancouver
Professional Staff: 7
DC Business Since: 1998

SEI INVESTMENTS
Michael Chwalka, Head of Institutional Sales; 70 York St., Ste. 1600, Toronto, ON M5J 1S9
PH: 416-847-6370
Fax: 416-777-9093
eMail: mchwalka@seic.com  
Web: www.seic.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $327.1M
Group RRSP: $195.9M
Total: $523M
Assets Managed For: DC Plans, Group RRSPs
Services Offered: Communications & Education, Life Cycle Portfolios, Plan Management, Plan Design, Target Date Funds
Offices Across Canada: Montreal
Professional Staff: 14
DC Business Since: 2002

SSQ FINANCIAL GROUP
Marc Trépanier, Vice-president, Business Development, Individual & Group Saving; 1245 Chemin Sainte-Foy, Ste. 1-210, Box 10510, Station Sainte-Foy, Quebec City, QC, G1V 0A3
PH: 418-650-3457 x5215
Fax: 418-688-3848
eMail: marc.trepanier@ssq.ca  
Web: www.ssq.ca  
Client Profile -
DC Plan Sponsors: 199
DC Plan Members: 14,122
DC Plan Providers: 35
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $235.2M
Group RRSP: $371.6M
Group DPSP: $39.4M
Group TSFA: $1.1M
Other: $2,125.2M
Total: $2,772.5M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Single Premium Annuities, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs, RCA, LRSP, LIRA, LIF, RRIF
Services Offered: Administration/Recordkeeping, Communications & Education, Third-party Financial Advice, Guaranteed Investment Products, Life Cycle Portfolios, Governance Reporting, Plan Management, Third-party Financial Planning, Plan Design, Target Date Funds
Offices Across Canada: Montreal, Toronto, Calgary, Vancouver, Dartmouth
Professional Staff: 161
DC Business Since: Late 1960s

STANDARD LIFE ASSURANCE COMPANY OF CANADA, THE
Claude Leblanc, Vice-president, Business Development, Group Savings & Retirement; 1245 Sherbrooke St. W., Ste. 1500, Montreal, QC, H3G 1G3
PH: 514-499-7999 x7552
Fax: 514-841-2860
eMail: claude.leblanc@standardlife.ca  
Web: www.standardlife.ca  
Client Profile -
DC Plan Sponsors: 2,678
DC Plan Members: 733,756
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $7,423M
Group RRSP: $6,159M
Group DPSP: $1,135M
Group TSFA: $33M
Other: $520M
Total: $15,270M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Single Premium Annuities, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs, Stock Plans, Stock Option Plans
Services Offered: Administration/Recordkeeping, Communications & Education, Guaranteed Investment Products, Life Cycle Portfolios, Governance Reporting, Plan Management, Plan Design, Target Date Funds
Offices Across Canada: Calgary, Halifax, London, Ottawa, Quebec City, Toronto, Vancouver
Professional Staff: 285
DC Business Since: 1950s

STANDARD LIFE INVESTMENTS INC.
Jay Waters, Vice-president, Central Canada; 121 King St. W., Ste. 810, Toronto, ON M5H 3T9
PH: 416-367-2049
eMail: jay.waters@standardlife.ca  
Web: www.sli.ca  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
Total: $7,820M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs
Services Offered: Administration/Recordkeeping, Communications & Education, Third-party Financial Advice, Guaranteed Investment Products, Life Cycle Portfolios, Governance Reporting, Plan Management, Third-party Financial Planning, Plan Design, Target Date Funds
Offices Across Canada: Montreal, Calgary
DC Business Since: 1969

STATE STREET GLOBAL ADVISORS, LTD.
Randy Oswald, Vice-president, Business Development; 30 Adelaide St. E., Ste. 500, Toronto, ON M5C 3G6
PH: 647-775-7789
Fax: 647-775-7264
eMail: randy_oswald@ssga.com  
Web: www.ssga.ca  
Client Profile -
DC Plan Sponsors: 4
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $1,372M
Total: $1,372M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans
Services Offered: Communications & Education, Governance Reporting, Plan Management, Plan Design, Target Date Funds
Offices Across Canada: Montreal
Professional Staff: 16
DC Business Since: 2007

SUN LIFE GLOBAL INVESTMENTS
Lori Landry, Chief Marketing Officer & Head of Institutional Business; 225 King St. W., Toronto, ON M5V 3C5
PH: 416-408-7799
Fax: 416-586-0399
eMail: lori.landry@sunlife.com  
Web: www.sunlifeglobalinvestments.com  
Client Profile -
DC Plan Sponsors: 3,400
DC Plan Members: 257,000
DC Plan Providers: 1
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $1,443.3M
Group RRSP: $1,435.1M
Group DPSP: $224.1M
Group TSFA: $3M
Other: $360M
Total: $3,465.5M
Assets Managed For: DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, TFSAs
Services Offered: Communications & Education, Life Cycle Portfolios, Governance Reporting, Target Date Funds
Offices Across Canada: Waterloo, Montreal
Professional Staff: 21
DC Business Since: 2010

TD ASSET MANAGEMENT INC.*
Robin Lacey, Head of Relationship Management; 161 Bay St., 34th Floor, Toronto, ON M5J 2T2
PH: 416-982-6585
Fax: 416-944-6158
eMail: robin.lacey@tdam.com  
Web: www.tdaminstitutional.com  
Client Profile -
DC Plan Sponsors: 17
DC Plan Providers: 9
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $7,205M
Group RRSP: $238M
Total: $7,443M
Assets Managed For: DC Plans, Group RRSPs, Non-registered Plans
Services Offered: Plan Management, Target Date Funds
Offices Across Canada: Montreal
DC Business Since: 1996
*A wholly-owned subsidiary of the Toronto Dominion Bank

VAN BERKOM AND ASSOCIATES INC.
Simon Lussier, Vice-president, Business Development & Operations; 1005-1130 Sherbrooke St. W., Montreal, QC H3A 2M8
PH: 514-985-5759
eMail: slussier@vbassociates.com  
Web: www.vbassociates.com  
DC Assets Under Management (In CDN$ millions as of March 31, 2012) -
DC Pension: $15.6M*
Total: $15.6M
Assets Managed For: DC Plans; Canadian Pension Plan Clients in both Canadian Small Cap Equities and U.S. Small Cap Equities Mandates – $1,383.4M
Professional Staff: 8
*Includes Canadian Pension Plan Clients with Canadian Small Cap Equities and U.S. Small Cap Equities Mandates

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