Carl Thomas Lytollis

Phillips, Hager & North Investment Management (PHN) offers equity, fixed-income and balanced investment products. The firm offers a variety of equity funds including Canadian, international, emerging markets and sector-specific offerings across all market-caps. They apply a wide variety of investment styles including: value, growth and quality growth at a reasonable price. PHN uses a combination of fundamentals-driven and top-down research. Their fundamental research focuses on individual companies and considers measures such as earnings, growth, balance sheet strength and management quality. Valuation is also an integral part of their process as a stock must be well-priced. The firm's top-down research focuses on economic conditions and the operating climate for a given stock. PHN employs a multiple strategy fixed-income investment approach. Their actively managed funds and investment solutions provide access to a wide range of fixed-income instruments including money market, mortgage securities, Government bonds (federal provincial), corporate bonds, high-yield bonds and foreign bonds.

BonaVista's objective is to identify good businesses that trade at reasonable prices. Stocks are purchased with a three- to five-year investment horizon and sold if the fundamentals of the business adversely change or if the price exceeds the value of the underlying business. Their asset mix approach includes top-down and bottom-up elements. In determining asset mix, the firm examines the changes in valuation between asset classes and considers factors such as the business cycle, the level of interest rates and the valuation of the securities contained in each asset class portfolio.

Provides life insurance services

Functions as a College/University

Functions as a College/University

RBC GAM is an active, engaged and responsible investor that manages Canadian, US and global equity, fixed-income and balanced portfolios. Their investment approach relies on a variety of fundamental and quantitative research and technical analysis. The firm invests across a variety of sectors. Their fixed-income strategies focus on investments in government securities, investment grade bonds and high yield corporate bonds. In addition, they offer a debt strategy for emerging markets in Latin America, Eastern Europe, Asia and the Middle East, as well as investment strategies based on the use of futures, forwards and options.