Mark Weinberg

AGFI offers a broad range of actively managed equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating globally focused solutions. The firm typically employs an active approach to make investments in growth-oriented value stocks.

Russell Investments Canada employs a multi-asset, multi-manager investment approach that is backed by intensive research and expert asset allocation. The firm employs an investment approach that invests in a globally diverse mix of asset classes and styles in a single investment portfolio. Portfolios may combine traditional securities, such as equities and bonds, with non-traditional alternative investments. Based on the client's investment objectives, the firm takes an open-architecture approach, which is not limited to finding all the components of a portfolio in-house. Rather, through a top-tier research process, they build portfolios from what they believe are the best strategies, the best managers and the best investment opportunities from around the world.

Telus Health manages and monitors their clients’ investments from an asset allocation and investment management perspective.