Clients

Our clients are at the center of everything we do

Working alongside our institutional clients, we design tailored investment solutions and offer a collaborative experience as needs evolve over time. As a leading Canadian asset manager, we have significant experience managing a wide variety of client assets with mandates ranging from $1 million to $7 billion.

"Our clients are at the center of everything we do. We offer one of the industry's broadest solutions suites which has developed over time, and in response to the needs of the organizations we serve. Many of our clients have relied on TDAM for over 30 years and they value our ability to grow with them over the long term."
Mark Cestnik
Managing Director, Head of Institutional

We have the breadth of experience to help.

We serve institutions– from community foundations to large pension plans – and build long-term relationships that are anchored in a deep understanding of the unique issues and constraints that institutional investors face.

Institutional client AUM

$218-billion

as of December 31, 2020*

AUM

$407-billion

as of December 31, 2020*

* Assets under management (AUM) for TD Asset Management Inc., TDAM USA Inc., and Epoch Investment Partners, Inc.

as of December 31, 2020

Pensions

As the largest defined benefit pension manager in Canada*, we have extensive experience and a long track record of success in managing liability-focused client assets.

Our dedicated Asset Liability Management team is led by seasoned professionals that deliver deep capital markets and actuarial insights, while collaboratively working with clients to address their evolving needs. Our considerable breadth of investment solutions includes ones that are exempt from Income Tax.**

Foundations & Endowments

As the second largest manager of Not-for-Profit assets in Canada*, we understand the unique challenges faced by our foundation and endowment clients in the current low-yield environment. Our considerable breadth of investment solutions includes ones that are exempt from Income Tax.**

Corporations

With over three decades of experience serving the needs of Canada's leading institutions, we've developed a rich understanding of the distinct issues and constraints facing municipalities, family offices, and other corporate entities. Our investment solutions can be tailored to meet the values and objectives of our clients.

Insurance Companies

As a market leader in Asset Liability Management (ALM), TDAM has cultivated a deep understanding of insurance company needs. We have also built a robust in-house ALM system that integrates the various requirements of liability-focused clients and front office functions. We have extensive experience supporting a diverse insurer base, including life, property and casualty, mortgage and annuity providers.

* "The Top 40 Money Managers (assets as of June 30, 2020)" - Benefits Canada, November 2020 Edition.

** Investment is restricted to Canadian Registered Pension Plans & qualifying tax-exempt Canadian organizations.

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