Investing with a vision grounded in community.
We build investment solutions that build communities, because we are and always will be of the community.
Deeply rooted in Canada, we focus on generating performance through innovative and tailored strategies with a focus on client satisfaction. It’s a fiduciary duty we don’t take lightly. That’s why we work closely with our clients to propose investment solutions tailored to their specific needs and values, leveraging cutting-edge in-house economic research, innovative thinking, and rigorous portfolio optimization aimed at delivering optimal risk-adjusted returns. Sustainable investing provides sustainable returns. Addenda understands that a farseeing perspective leads to durable value now and into the future.
Pension Funds
In-house actuarial insight to support effective liability management.
Insurance Funds
Longstanding asset management expertise for insurers across P&C and life, with a focus on capital ratios and risk management.
Indigenous communities
Investment solutions shaped by a clear understanding of community priorities, guided by long-term partnership and future‑focused planning.
Foundations and religious communities
Investment strategies aligned to mission, financial objectives, and values, supporting strong stewardship and long‑term sustainability.
Active management powered by insight and care
Our approach to active management reflects our long-standing experience working with institutional investors and our client-focused culture. We rely on in-house economic insight, disciplined risk management and thoughtful portfolio construction, while integrating sustainability considerations that affect long-term outcomes. Above all, we work closely with our clients, taking personal responsibility for delivering on their objectives.
- Active and disciplined management
Our fixed income portfolios are actively managed to capitalize on market conditions and valuation opportunities, guided by a disciplined process and a long-term perspective
- Independent thinking. Actionable insights.
Our investment teams conduct independent in‑house research, supported by a suite of analytical tools developed specifically for our needs. This approach enables us to assess security valuation, sector dynamics, and the macroeconomic trends shaping the financial landscape. We deliver rigorous and agile analysis while maintaining a deep, nuanced understanding of the forces that influence the markets.
- Sustainability considerations
Our approach integrates environmental, social and governance factors directly into investment decisions to manage long-term risks and create sustainable value. An in-house sustainability team works alongside portfolio managers to actively assess security sustainability selection and risks.
- Risk-aware diversification
We begin by evaluating market risks first, ensuring that every exposure is properly compensated. Diversification is actively managed to control risk and support portfolio stability across changing market conditions.
- A transparent and client-focused culture
Clients and their consultants benefit from our partnership approach, ongoing oversight, clear communication, and detailed reporting on performance and portfolio developments.
Independent thinking. Actionable insights.
Led by accomplished economist Yanick Desnoyers, whose experience spans the Central Bank as well as the buy- and sell-side, our Economics team brings a uniquely informed and independent perspective to every investment decision. Recognized for delivering actionable insights grounded in rigorous econometric analysis, the team produces advanced projections and research that inform strategy and support customized solutions for our clients. Their work guides risk management and helps position portfolios to navigate confidently through changing economic cycles.
Customized solutions. Multidisciplinary expertise.
Independently grown in Canada and tapped into the globe, choosing Addenda Capital is choosing investment solutions designed to meet your customized performance objectives and sustainable community enhancement – at once. It’s an opportunity to use the power of good to do powerful business. And, to partner with one of the smartest working teams there is.
We’re invested in your mission.
Let’s get started.
Janick Boudreau
Executive Vice-President, Business Development and Client Partnerships
Christian Robert
Vice-President, Investment Solutions and Product Management
Sylvie Méthot
Vice-President, Business Development
K. David Johnson
Vice-President, Client Partnerships and Head of Platform Distribution Client Relationship Manager
Rocio Gueto
Vice-President, Client Partnerships – Institutional Markets
Anna-Pia Berlingieri
Senior Director, Client Partnerships and Business Development
Alexandre Zarbatany
Director, Client Partnerships and Business Development, Client Relationship Manager
Shellon Williams
Director, Client Partnerships and Platform Distribution