Corporate Member Online Marketplace

Online Marketplace Profile Submissions

As a service to both institutional and corporate members, CAUBO offers profiles of each of its corporate members in the Online Marketplace. This profile provides visibility for your corporation to the thousands of people who visit the CAUBO website each year. If you are a member and do not have a full Marketplace listing, you are invited to submit a 250-500 word profile of your company which should include:

• A contact person for the convenience of CAUBO members (name, title, mailing address, phone & fax and an e-mail address
• A colour version of your corporate logo (JPEG format preferred; no larger than 2 MB)
• A general description of your company
• A description of the company’s involvement in higher education
• A brief description of products and services that are of interest to the higher education market

Please write in the third person, treating this as a professional listing rather than an advertisement. CAUBO staff will edit the text for consistency of style and format.

You may submit your profile information to Tamara Nemchin, Associate Director at tnemchin@caubo.ca.

The following is a listing of CAUBO’s Corporate Members. Click on each link to review a brief profile of the organizations as well as of their products and services for higher education.

Addenda Capital

DESIGNATED CAUBO CONTACT:

Madame Josée Yelle
Directrice principale, soutien au développement des affaires et partenariat avec la clientèle
Addenda Capital
800, boul. René-Lévesque Ouest
Room 2750
MONTRÉAL QC  H3B 1X9
CANADA

Tel: (514) 287-7373
Fax:  (514) 287-7200
E-mail: j.yelle@addenda-capital.com
www.addenda-capital.com

Akran Marketing

Founded in 1997 by Raman Agarwal, Akran Marketing is an innovative branding, premium incentive and licensing company that provides service that far exceeds expectation to the public and private sector, including Fortune 500 clients. Akran delights clients with sales promotion, premium incentive, employee award, corporate gift, trade show and specialty advertising services—always on time and on target. Clients rely on Akran for marketing and trend consulting, supply chain, contact centre support, order fulfillment, graphic design and e-stores/e-commerce services. Committed to Corporate Social Responsibility, Akran adheres to the guidelines of the Ethical Trading Initiative (ETI) and Social Accountability International (SAI).

DESIGNATED CAUBO CONTACT:

Mr. Raman AgarwalAkran_Website
President & CEO
Akran Marketing
12-2000 Thurston Drive
Ottawa ON  K1G 4K7
CANADA
Tel: 613-739-4000
Fax: 613-739-4444
Cell: 613-761-2222
E-mail: ragarwal@sympatico.ca
www.akranmarketing.com

AMJ Campbell

DESIGNATED CAUBO CONTACT:

David Dixon
Vice President of Corporate Sales
AMJ Campbell
6140 Vipond Drive,
Mississauga, ON L5T 2B2
CANADA
Tel: 905-795-3638
Cellular: 647-286-3649
Email: ddixon@amjtoronto.com
www.amjtorontomoving.com

Katie Knott
National Accounts Coordinator
AMJ Campbell
6140 Vipond Drive,
Mississauga, ON L5T 2B2
CANADA

Tel: 905-795-3241
Email: kknott@amjtoronto.com
Internet: www.amjtorontomoving.com

Angus Consulting Management Ltd.

With over 40 years of experience throughout North America, Angus Consulting Management Limited (ACML) is one of Canada’s most established facility operations management companies. Today, we offer a variety of facilities management, operations and maintenance services to tens of millions of square feet of property across North America.

Our roots and strengths can be traced back to 1919 with the formation of HH Angus and Associates, one of Canada’s largest engineering firms. In 1970, we evolved and we began offering facilities management, operations and maintenance services. Early on in our role as the manager of operations and maintenance, we realized the need for dedicated special software and created our affiliate Angus Systems Group Limited who develops applications to help us optimize our operations.

We have extensive knowledge managing institutional facilities and critical environments including data centres, healthcare facilities, commercial buildings, central utility plants and most recently, Public Private Partnership (P3) projects. We understand complex buildings from the ground up and what it takes to operate them. ACML is uniquely positioned to provide best-in-class facility management services.

Our expertise reflects decades of experience by our tenured team and our list of long standing customers is testimony to our commitment to excellence. Our clients know they can rely on us to keep their buildings operating smoothly, continuously and at maximum efficiency.

DESIGNATED CAUBO CONTACT:

Mr. Lucas Blois
Senior Manager, Client Services
Angus Consulting Management Ltd.
1125 Leslie Street
Toronto, ON, CANADA, M3C 2J6

Tel: 416-443-8300
Fax: 416-443-8323
E-mail: lblois@acml.ca
www.acml.ca

Aon Hewitt

Aon Hewitt’s Canadian investment consultant practice has focused solely on institutional investment consulting since 1973.

We realize that investment performance is a key concern for our clients, and often a critical factor in their organization’s broader success. Our experienced team provides a full range of investment consulting services for defined benefit plans, defined contribution plans, group registered retirement savings plans and insurance companies, as well as trusts, endowments and foundations. We offer high-level, varied experience and expertise, with immediate access to global resources. Our objectivity is uncompromised.

DESIGNATED CAUBO CONTACT:aon_logo

Mr. Raymond Aoki, CIM, Senior Consultant
Aon Hewitt
Suite 1200, 401 West Georgia Street
Vancouver, BC, V6B 5A1
CANADA
Telephone: 604-443-2539
Fax: 604-683-0249
Email: raymond.aoki@aonhewitt.com
http://www.aon.com/canada/products-services/human-capital-consulting/consulting/investment_consulting.jsp

ARAMARK Higher Education

ARAMARK Canada Ltd., is Canada’s largest management provider, offering services including: food services, vending services, office services and plant operations and maintenance. We are proud to provide campus services to more than 350,000 University and College students, in 19 Universities and 21 Colleges across the country today. We provide more than just services, we provide solutions. We understand that every school’s needs are unique, and we work with our clients to develop the solutions that best meet the needs of their students, faculty and staff. We offer innovative thinking, flexibility and an ability to work in a genuine partnership that will improve the quality of their services, while achieving significant cost savings. Exciting innovation… Uncompromising quality… Greater cost efficiencies… that’s what ARAMARK can help our clients deliver.campus-1_Aramark

DESIGNATED CAUBO CONTACT:

Mr. Rob McNern
VP Business Development
ARAMARK Higher Education
811 Islington Ave.
P.O. Box 950, Station “U”
TORONTO ON M8Z 5Y7
CANADA
Tel: (416) 255-6131 x3447
Fax: (416) 255-8710
E-mail: mcnern-rob@aramark.ca
www.aramark.ca

Armstrong Fluid Technology

DESIGNATED CAUBO CONTACT:

Mr. Paul Scarafile
Director, Canada Sale
Armstrong Fluid Technology
23 Bertrand Avenue
Toronto, ON, M1L 2P3
Tel: (647) 794-4058
E-mail: pscarafile@armstrongfluidtechnology.com
www.armstrongfluidtechnology.com/

AVIS BUDGET GROUP

DESIGNATED CAUBO CONTACT:

Ms. Adelina Gregoriou
Regional Manager, Global Partnerships & Travel Eastern Canada
Avis Budget Group
575, boul. Albert-De Niverville
Dorval QC H4Y 1J3
Tel: (514) 633-7483
Fax: (514) 636-0780
E-mail: Adelina.gregoriou@avisbudget.com
www.avisbudget.com

Best Service Pros

BEST Service Pros is a Canadian owned and operated, leading commercial cleaning company headquartered in Vancouver. We specialize in providing integrated green custodial services to educational, retail, convention, government, and large commercial buildings across Western Canada. Customer service is our core commitment and we design, manage, and deliver customized, sustainable facility maintenance solutions to ensure this. Founded in 1956, we have expertise in high traffic public facilities providing high quality cleaning, scheduling and planning, supervision, attention to detail, responsiveness, and quality management services to a select group of clients.

VISION

TO BE RECOGNIZED AS THE LEADING BUILDING SERVICES PROVIDER IN NORTH AMERICA

MISSION

WE ARE COMMITTED TO OPERATIONAL EXCELLENCE IN DESIGNING AND DELIVERING BUILDING SERVICE SOLUTIONS TO SECURE THE LONG TERM LOYALTY AND TRUST OF OUR TEAM AND CLIENTS

VALUES

RESPECT SUSTAINABLE SUCCES INTEGRITY
COMMUNICATION EMPLOYEE RECOGNITION CLIENT FOCUSED
IMPROVEMENT INVESTMENT IN PEOPLE CULTURE OF EXCELLENCE

DESIGNATED CAUBO CONTACT:

Mr. Jim Southall
Sales and Marketing Manager
5594 Fraser Street
Vancouver  BC V6Z 2Z4
CANADA

Tel: 604-347-7455
Email: jsouthall@best.ca
www.best.ca

Burgundy Asset Management Ltd.

Founded in 1990, Burgundy Asset Management Ltd. (“Burgundy”) is an investment manager serving pensions, endowments, foundations, and private clients. The firm is also privileged to serve prominent universities and colleges across Canada and the United States. Burgundy’s involvement with universities and colleges extends back to 1999, with longstanding relationships that position it to understand and meet their distinct and evolving investment requirements.

Burgundy is 100% independent, owned by its employees, and committed to remaining a private firm. This ownership structure fosters stability, enabling the firm to attract and retain highly talented individuals. More importantly, Burgundy employees invest their personal assets alongside its clients so that their interests are directly aligned.

The firm’s investment philosophy is founded on the tenet that capital preservation is a key element in generating strong absolute returns over the long term. Burgundy is committed to a disciplined value investment approach with a focus on quality companies, and stresses the value of its independent, bottom-up research and fundamental approach in assessing individual companies. The firm’s research approach is complimented by extensive world-wide travel – Burgundy’s investment teams conduct over 500 on-site company visits annually.

Burgundy offers a breadth of product offerings to meet the various needs of universities and colleges. The firm has deep international experience and global bench strength supporting all of its investment strategies. Burgundy has been investing in Asia since 1998 and in Europe since 2000; and manages assets in Canadian, U.S., international, global, and fixed income strategies.

DESIGNATED CAUBO CONTACT:
Mr. Shihab Zubair, CFA
Vice President, Canadian Institution Group
Burgundy Asset Management Ltd.
181 Bay Street, Suite 4510
Bay Wellington Tower, Brookfield Place
TORONTO ON M5J 2T3
Tel: (416) 640-2680
Fax: (416) 869-1700
E-mail: szubair@burgundyasset.com
www.burgundyasset.com

Cambridge Associates

DESIGNATED CAUBO CONTACT:

Mr. Christopher Parker
Investment Consultant
Cambridge Associates
4th Floor, Cardinal Place
80 Victoria Street
LONDON SW1E 5JL
ENGLAND
Tel: +44 (0)20-7592-2255
E-mail: cparker@cambridgeassociates.com
www.cambridgeassociates.com

Campus Living Centres

Achieving financial performance in Canadian student housing

Campus Living Centres is the largest owner and operator of student housing in Canada with the knowledge and experience to build, finance and manage residences that improve service delivery, reduce costs and maximize revenue.

DESIGNATED CAUBO CONTACT:

Mr. Brian Freeman
Senior Vice President
Campus Living Centres
214 – 5405 Eglinton Avenue W.
TORONTO ON M9C 5K6
Tel: (416) 620-0635 x8090
Fax: (416) 620-9526
E-mail: bfreeman@campuslivingcentres.com
www.campuslivingcentres.com

Canadian Campus Communities

Canadian Campus Communities (CCC), is a subsidiary of American Campus Communities (ACC), North America’s largest developer, owner, and manager of high-quality student housing communities. Today, CCC/ACC manages 189 student communities, totaling more than 122,200 beds. Our experience includes all types of modern facilities: residential, living-learning, apartment style, off- campus, undergraduate, and graduate communities. Services include design consultation, management services (including facilities), market analysis, and housing master planning.

DESIGNATED CAUBO CONTACT:

Ms. Melinda Farmer
Regional Vice President, Management Services
Canadian Campus Communities
12700 Hill Country Blvd., T-200
Austin, TX 78738
USA
Tel: (512) 743-3329
E-mail: mfarmer@americancampus.com
www.canadiancampus.ca

Centurion Asset Management Inc.

Based in Toronto, Centurion Asset Management Inc. is a Canadian company that offers a growing portfolio of private real estate investment products, mortgage financing and apartment/ student housing property management. Centurion is a single source solution for University endowment and pension fund investment requirements and student housing financial strategic needs.

DESIGNATED CAUBO CONTACT:Centurion

Mr. Greg Romundt
President
Centurion Asset Management Inc.
Suite 710
25 Sheppard Ave West
TORONTO, ON M2N 6S6
CANADA
Tel: (416) 733-5601
Fax: (4160 733-5602
E-mail: gromundt@centurionreit.com
www.centurionreit.com

CIBC Mellon

For more than 15 years, CIBC Mellon has been a trusted asset custodian to more than 30 colleges and universities across Canada – servicing their pension plan needs and their institutional endowments. More than 50% of the country’s mid and top tier universities currently turn to CIBC Mellon for their core custody requirements. A number of these clients have also chosen to use our institutional accounting expertise. In addition, four of the 15 top-rated universities in Canada have further chosen to power up their pension and /or endowment plans by specifically tapping into CIBC Mellon’s securities lending services. In fact, two of the top five ranked university endowment funds in Canada use CIBC Mellon’s securities lending services, while 75% of the university endowments/foundations that we service also utilize CIBC and/or BNY Mellon’s foreign exchange services.

While distinctly Canadian, CIBC Mellon can also access the tremendous global asset servicing product depth and breadth of its U.S. parent, BNY Mellon — BNY Mellon is the leading custody provider to university endowments in the U.S. and services 11 of the 20 largest endowments in the U.S.

About CIBC Mellon in Canada — CIBC Mellon provides asset servicing solutions, including custody, multicurrency accounting, fund administration, unitholder recordkeeping, pension services and securities lending services, for institutions and corporations. We have over 1,000 employees dedicated to supporting more than 1,200 client relationships with Canadian banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. As at March 31, 2013, CIBC Mellon held more than CAD$1.2 trillion of assets under administration on behalf of our clients. Founded in 1996, CIBC Mellon is 50-50 jointly owned by Canadian Imperial Bank of Commerce (CIBC) and The Bank of New York Mellon Corporation (BNY Mellon).

DESIGNATED CAUBO CONTACT:

Mr. Brent MerrimanCIBC MellonExploratory
Assistant Vice President, Corporate and Client Eng. Comm.
CIBC Mellon
900 – 1 York Street
TORONTO ON M5J 0B6
CANADA
Tel: 416-643-5065
E-mail: brent_merriman@cibcmellon.com
www.cibcmellon.com

Cidel Asset Management Inc.

Cidel Asset Management is one of Canada’s largest independent investment managers.
For over 50 years we have delivered investment expertise and unparalleled service to institutional investors. We have been privileged to work with higher education organizations for more than three decades.

Cidel manages Canadian and Global Equity, Fixed Income and Balanced portfolios.

Our Investment Philosophy in Equities centres on the belief that sustained cash flows matter. We conduct our own fundamental research and invest in high-quality companies with strong financials, that are focused on cash flow, and have a definable competitive advantage.

We take a multi-faceted approach to Fixed Income.

Why Choose Cidel?

– Employee owned; aligned with client interests
– Strong investment teams
– Focus on exceptional risk-adjusted returns
– Demonstrated downside protection
Cidel is committed to a partnership with clients that extends beyond exceptional investment management.

Let’s talk: Catherine Jackman, CFA, cjackman@cidel.com, 416.645.8733

DESIGNATED CAUBO CONTACT:

Ms. Catherine Jackman, CFA
Senior Institutional Manager & Director
Cidel Asset Management Inc.
9th Floor
60 Bloor Street West
Toronto, ON, M4W 3B8
CANADA
Tel: 416-645-8733
E-mail: cjackman@cidel.com
www.cidel.com

Colliers Project Leaders Inc.

Colliers Project Leaders Inc. is Canada’s premier project management company. Our teams have provided project management and strategic consulting services for thousands of facility projects since 1989. From coast to coast, MHPM has extensive experience working with numerous colleges and universities to deliver successful capital construction projects. We strive to promote innovation and to achieve sustainable, value-added solutions. Our project managers are trained to represent the owner’s best interests with one simple, enduring objective in mind: to deliver a successful project – on time, on budget and as envisioned by our clients.

DESIGNATED CAUBO CONTACT:

Hugh Bray, B.Sc.
Business Development Manager, Sales
Colliers Project Leaders Inc.
1559 Brunswick Street, Suite 501
Halifax, Nova Scotia, B3J 2G1
CANADA

Tel: (902) 468-9663 ext. 224
E-mail: hugh.bray@colliersprojectleaders.com
www.colliersprojectleaders.com

Dana Hospitality LP

Dana Hospitality creates delicious and nutritious food. We make our meals from scratch with fresh local ingredients, every day.

Dana is proudly Canadian with a culture rooted in culinary excellence. We specialize in universities, colleges, retail healthcare and corporations of all size where we serve thousands of delicious meals daily in over one hundred locations across Canada. We are a Canadian alternative to international food service conglomerates and self-operation.

Our brand belief is to Transform the food service experience. Every day.  How we behave in delivering our brand promise to you ensures your campus food service program is a great reflection of your school’s reputation.

Our culinary team takes great pride in using fresh, locally-sourced ingredients to create meals from scratch every day.  We do not allow manufacturer’s rebates to dictate what goes on our menus.

We empower our hospitality teams to deliver friendly, professional and authentic experiences every day. We challenge ourselves to adapt to the ever-changing needs of an audience that we relate to as family.

We innovate by sourcing the freshest possible ingredients from local farmers and producers within the shortest possible distance to our kitchens. We evaluate our social responsibility practices to ensure safety, minimize waste, and optimize the use of resources so we can respect the communities we serve.

We are the preferred partner of choice for clients who truly value exceptional quality and service. For schools who are seeking a true partnership, that is uniquely culinary focused, Dana is the best option for you.

DESIGNATED CAUBO CONTACT:Dana_Logo

Mr. Doug Mc’Ouat
Director, Business Development
Dana Hospitality LP
Suite 200
2898 South Sheridan Way
Oakville, ON L6J 7L5
CANADA

Tel: (905) 829-0292
Fax: (905) 829-2898
E-mail: dougm@danahospitality.ca
www.danahospitality.ca

Dexterra

DESIGNATED CAUBO CONTACT:

Mr. John MacCuish
President
Dexterra
Suite 425
5915 Airport Road
MISSISSAUGA, ON L4V 1T1

Tel: 416-302-3884
Email: john.maccuish@dexterra.com
Website: www.dexterra.com

Eckler Ltd.

Eckler Ltd. is a truly made-in-Canada success story. We are celebrating our 90th anniversary this year and, as such, are one of the longest-established and most-respected consulting and actuarial practices in Canada. We are the largest independent actuarial firm in the country, with offices in Vancouver, Winnipeg, Toronto, Montreal, Quebec City, Halifax, and two offices in the Caribbean (Jamaica and Barbados).

Owned and operated by active Principals, the company has earned a reputation for service continuity and high professional standards. Our select group of advisers offers excellence in a wide range of areas, including: financial services, pensions, benefits, communications, investment management, pension administration, change management and technology.

DESIGNATED CAUBO CONTACT:

Jeff Turnbull, FCIA FSA, Principal
Eckler Ltd.
1969 Upper Water Street, Suite 503
Halifax, Nova Scotia  B3J 3R7

Tel: (902) 490-3317
E-mail: jturnbull@eckler.ca
www.eckler.ca

Enterprise Holdings

DESIGNATED CAUBO CONTACT:

Ms. Melanie Smith
Strategic Account Manager, Business Rental
Enterprise Holdings
2300 Stevenage Drive
Ottawa, ON K1G 3W3
CANADA
Tel: (613) 266-8770
Fax: (866) 497-5309
E-mail: melanie.l.smith@ehi.ca
www.enterpriseholdings.com

Ernst & Young

DESIGNATED CAUBO CONTACT:

Diana M. Brouwer
Partner
P.O. Box 1, EY Tower
100 Adelaide Street West
TORONTO ON M5H 0B3
Canada
Tel: (416) 943-7177
Fax: (416) 943-2877
Email: diana.m.brouwer@ca.ey.com
www.ey.com/CA/en/Home

Franklin Templeton Institutional

DESIGNATED CAUBO CONTACT:

Mr. Duane Green
SVP Institutional Investment Services
Franklin Templeton Investments
Suite 1400
200 King Street West
Toronto, ON M5H 3T4
Tel: 416-957-6543
Fax: 416-364-6643
E-mail: dgreen2@franklintempleton.ca
www.ftinstitutional.ca

Gibson, Sage and Associates

DESIGNATED CAUBO CONTACT:

Ms. Judith Gibson
367 Machleary Street
Nanaimo, BC V9R 2G8
CANADA
Telephone: 250-740-0058
Email: judith.gibson@shaw.ca

Grant Thornton LLP

DESIGNATED CAUBO CONTACT:

Mr. Rodney Belliveau
Partner Assurance Services
Grant Thornton LLP
Suite 1000 – 1675 Grafton Street
Halifax, NS B3J 0E9
CANADA
Telephone: 902-421-1734
Fax: 902-420-1068
Email: Rodney.belliveau@ca.gt.com
ca.gt.com

Greystone Managed Investments Inc.

DESIGNATED CAUBO CONTACT:

GreyStone_LogoSean Collins, CFA
Senior Vice-President
Greystone Managed Investments Inc.
4510-77 King Street West
TD North Tower
Toronto, ON 5K 1J3

Phone: 416-309-2183
Email: sean.collins@greystone.ca
Website: www.greystone.ca

Founded in 1988, Greystone Managed Investments Inc. is headquartered in Regina with additional offices in Toronto, Winnipeg and Hong Kong.  We are a privately owned irm, controlled by our employees serving institutional clients across Canada.  Our expertise is available through both segregated and pooled fund accounts across a full range of investment services provided by in-house teams covering fixed income, Canadian equities, U.S. equities, international equities, real estate, mortgages and infrastructure.

Clients  have  responded  to  our  investment  philosophy  and  service  orientation  by  making  us  one  of  Canada’s  largest institutional  money  managers  (Top  40  Money  Manager’s  Report,  Benefits  Canada  November  2015,  based  on  Canadian pension assets as at June 30, 2015).

Greystone’s over $30 billion of assets under management includes:

  • Large pension funds, insurance companies and corporations
  • Universities, charities, private foundations and trusts
  • Trade unions and workers’ compensation programs
  • Third party platforms and sub-advisory relationships

Honeywell

Honeywell Building Solutions installs, integrates and maintains the building systems that keep university facilities safe, comfortable and productive. As a global leader in advanced building automation, energy, fire alarm and security solutions, Honeywell has worked with universities across Canada and around the globe to help save energy, buildings and leverage the strength of their infrastructure and IT investments.

This includes helping universities that are looking to update and renovate their facilities in order to provide a world class learning environment for students, researchers and faculty. Honeywell Building Solutions has the experience and expertise to pinpoint the mix of retrofits, service and renewable energy that will deliver the greatest return on investment, both financially and environmentally.

Whether you manage a single facility or oversee multiple, geographically dispersed locations, Honeywell can help improve your energy efficiency, and ensure safety and comfort while realizing sustainable savings at the same time.

DESIGNATED CAUBO CONTACT:

Ms. Lori Hunterhoneywell_Logo
Program Manager, Communication & Awareness
Suite 100, 85 Enterprise Blvd.
Markham, ON L6G 0B5
CANADA
Telephone: 289-333-1378
Fax: 289-333-1333
Email: lori.hunter@honeywell.com
www.honeywell.com

Jarislowsky Fraser Ltd.

DESIGNATED CAUBO CONTACT:

Mr. Paul Rolston
Partner, Institutional Management
Jarislowsky Fraser Ltd.
20th Floor
1010 Sherbrooke Street West
Montreal, QC H3A 2R7
Telephone: 416-363-7417 ext. 2347
Email: prolston@jflglobal.com
www.jflglobal.com

Johnson Controls

DESIGNATED CAUBO CONTACT:

Mr. Brian Del VecchioJohnson Controls
Senior Account Executive
Project & Business Development
Building Efficiency
3070 Mainway Drive
Unit 10
Burlington, Ontario, L7M 3X1
Direct: 905-353-1771
Mobile: 905-730-9726
E-mail: brian.n.delvecchio@jci.com
www.johnsoncontrols.com

KPMG LLP

DESIGNATED CAUBO CONTACT:

Mr. Andrew Newman
Partner, Audit
KPMG LLP
150 Elgin Street, Suite 1800
Ottawa, ON, K2P 2P8
CANADA

Telephone: 6130212-2877
Email: andrewnewman@kpmg.ca
www.kpmg.ca

Kronos

DESIGNATED CAUBO CONTACT:

Mrs. Mary Hull
Industry Marketing Manager
Kronos
Suite 320
110 Matheson Blvd. W.
Mississauga, ON, L5R 4G7
CANADA
Tel: (905) 568-8510
E-mail: mary.hull@kronos.com
www.kronos.ca

Leith Wheeler Investment Counsel Ltd.

Founded in 1982, Leith Wheeler Investment Counsel is one of Canada’s largest independent money managers with approximately $20 billion under management for institutional, high net worth and direct clients. One hundred percent privately owned by its employees, the partnership has offices in Vancouver, Calgary, and Toronto servicing clients across Canada.

Leith Wheeler has been managing portfolios for universities and colleges for more than 20 years and our first higher education client remains a client to this day. Our disciplined value investment philosophy aligns well with the needs of Endowments and Foundations, preserving capital over the long term and providing growth, but without incurring too much risk. We understand the need to grow capital at a reasonably steady pace, to beat inflation and provide sustainable income to meet ever-increasing spending requirements.

Our investment philosophy is defined by our unwavering commitment to value investing, which is always supported by our own independent research and analysis. Leith Wheeler offers a variety of investment products that will meet the needs of universities and colleges. We manage assets in Canadian, US, International, Emerging Markets and Fixed Income strategies.

DESIGNATED CAUBO CONTACT:

Ms. Catherine Heath, CFA
Vice President, Portfolio Manager
Leith Wheeler Investment Counsel Ltd.
Suite 1500, 400 Burrard Street
Vancouver, BC V6C 3A6
CANADA
Telephone: 604-602-8373
Fax: 604-683-0323
Cell: 604-808-8336
Email: catherineh@leithwheeler.com
www.leithwheeler.com

Macquarie Equipment Finance Ltd

DESIGNATED CAUBO CONTACT:MACONLY

JD Christman
Account Manager
Macquarie Equipment Finance Ltd.
Brookfield Place
181 Bay Street, Suite 3100
Toronto, Ontario M5J 2T3

Tel: (416) 607-5032
Mobile: (416) 917-1834

E-mail: JD.Christman@macquarie.com
www.macquarie.com/mef

MFS Investment Management Canada Limited

DESIGNATED CAUBO CONTACT:

Mr. Colin Sinclare
Managing Director, Institutional Sales, Relationship Management
MFS Investment Management Canada Limited
1021 West Hastings Street, 9th Floor
Vancouver, BC V6E 0C3
CANADA
Telephone: 604-605-3362
Fax: 604-623-3436
Email: csinclare@mfs.com
www.mfs.com

Northern Trust

DESIGNATED CAUBO CONTACT:

Mr. David Lester
Senior Vice-President, Institutional Investment Sales
Northern Trust
1910-145 King Street West
TORONTO, ON M5H 1J8
CANADA

Telephone: 416-775-2215
Email: dl01@ntrs.com
www.ntrs.com

Northleaf Capital Partners

DESIGNATED CAUBO CONTACT:

Mr. Todd Papau
Vice President
Northleaf Capital Partners
6th Floor, Box 120
79 Wellington Street West
Toronto, ON M5K 1N9
Telephone: 647-789-6732
Fax: 416-304-0195
Email: todd.papau@northleafcapital.com
www.northleafcapital.com

Phillips Hager & North Investment

DESIGNATED CAUBO CONTACT:

Ms. Alison Sinclair Burns, MBA
Vice-President
21st Floor, 200 Burrard Street
Vancouver, BC V6C 3N5
Telephone: (604) 408-8321
Fax: (604) 684-5120
Email: aburns@phn.com
www.phn.com

Proteus

Proteus was founded in 1994 to provide institutional asset owners with independent investment consulting and governance solutions. Our team consists of 20 experts with 200+ years of investment research and consulting experience.  Our clients entrust us with more than $17 billion in assets, of which $4 billion originate from leading higher-education institutions across Canada.  We have a reputation of building, evaluating, and managing successful governance and investment structures for pension plans, foundations and endowments.

Good governance and successful investing can significantly enhance scholarships, programming and finances of educational institutions while having a meaningful impact on today’s students and help ensure the institution can enhance the experience of future students in a sustainable fashion.

Website: http://www.proteusperformance.com/
Twitter: @ProteusConsults
LinkedIn: Proteus

DESIGNATED CAUBO CONTACT:

Mr. Ryan Kuruliak
Sr. Vice President and Partner
Proteus
303-250 Ferrand Drive
Toronto, ON M5J 2T3
Telephone: (416) 421-3557 ext. 216
Fax: (416) 421-1348
Email: rkurulika@proteusperformance.com
www.proteusperformance.com

Retired Teachers of Ontario

DESIGNATED CAUBO CONTACT:

Ms. Sylvia Link
Director, Marketing and Communications
Retired Teachers of Ontario
300-18 Spadina Road
Toronto, ON M5R 2S7
Telephone: (416) 209-1249
Email: slink@rto-ero.org
www.rto-ero.org

RP Investment Advisors

DESIGNATED CAUBO CONTACT:

Ann Rothwell Glazier
Portfolio Manager and Head of Business Development
RP Investment Advisors
39 Hazelton Avenue
Toronto, ON, M5R 2E3
Tel: (647) 776-1777 x1652
Fax: (647) 288-2002
Email: ann.glazier@rpia.ca
www.rpia.ca

Russell Investments Canada Limited

DESIGNATED CAUBO CONTACT:

Mr. Andrew KitchenRussel_K_E_F
Managing Director, Canada Institutional
Russell Investments Canada Limited
1 First Canadian Place, Suite 4510
Toronto, ON M5X 1E4
Tel: (416) 640-2482
Fax: (416) 362-4494
E-mail: akitchen@russellinvestments.com
www.russellinvestments.com/ca/institutional

Scotia Institutional Asset Management

DESIGNATED CAUBO CONTACT:

Mr. Tommy Trinh, MBA, CFA
Portfolio Manager, Institutional Client Services
Scotia Institutional Asset Management, A division of 1832 Asset Management L.P.
23rd Floor
1 Adelaide Street East
TORONTO ON M5C 2V9
CANADA

Tel: 416-933-2239
Fax: 416-933-7490
E-mail: tommy.trinh@scotiabank.com
www.scotiabank.com

SEI Institutional Group

DESIGNATED CAUBO CONTACTS:

Mr. Tom Reimer
Sales Director
SEI Institutional Group
Suite 2810
130 King Street West
Toronto ON M5X 1E3

CANADA


Tel: 1-866-734-2441
Fax: 484-676-1483

E-mail: treimer@seic.com
http://www.seic.com/institutions

Sodexo Canada Ltd.

Sodexo provides on-site service solutions, including Food & Hospitality Services, Facilities Management, Residence Management, Project Management, and Portfolio Strategy & Solutions, that increase student engagement, performance and academic achievement. By enhancing the quality of daily life of the entire campus community we strengthen the image and reputation of an institution to attract future cohorts while improving infrastructure and surpassing financial objectives

DESIGNATED CAUBO CONTACTS:

Ms. Wendy BraithwaitesodexoE
Vice President, Finance and Business Development Support
Sodexo Canada Ltd.
5420 North Service Road
BURLINGTON ON L7N 6C7
CANADA

Tel: (905) 220-3935
E-mail: wendy.braithwaite@sodexo.com
www.sodexo.ca

Peter Beauparlant
Vice President, Business Development and Marketing
Sodexo Education Division
Toll free 1-877-632-8592 ext. 33320
Peter.beauparlant@sodexo.com

Stuart Olson Inc.

We are Stuart Olson. A $1 billion+ organization representing one of the largest and most respected construction services companies in Canada. We are 4,000 people motivated by the opportunity to make a difference. We bring with us extensive Construction Management experience and are leaders in complex education and LEED projects. We have helped to shape various academic campuses across the country, from Simon Fraser University, University of Alberta, and University of Calgary in the west, to the University of Toronto and the University of Windsor in the east, with many other leading institutions in between. We have constructed over 75 post-secondary projects for over two dozen institutions including student residences, classrooms, recreational areas and lab spaces. Additionally, we have completed over 100 LEED certified projects, including a handful of LEED Platinum certified projects, and constructed millions of square feet of sustainable space. Working in partnership with all levels of government is a tradition and a privilege at Stuart Olson, and by working closely with post-secondary institutions in our communities, we are bettering our communities. Exceeding expectations throughout the lifecycle of a project is the hallmark of our brand. It’s our motivation and the reason we exist.

DESIGNATED CAUBO CONTACT:

Ms. Joanne Bertrand
Marketing & Proposal Coordinator
Stuart Olson Inc.
Suite 301, 5450 Explorer Drive
Mississauga, ON L4W 5N1
CANADA

Tel: 905-206-0998 x6822
Fax: 905-206-9928
Email: joanne.bertrand@stuartolson.com
www.stuartolson.com

TD Asset Management

DESIGNATED CAUBO CONTACT:

Ms. Lilly Price
Vice President & Director
161 Bay Street, 34th Floor
TD Canada Trust Tower
Toronto, ON M5J 2T2
CANADA

Tel: (416) 308-4131
Email: Lilly.Price@tdam.com
www.tdam.com

The Scion Group LLC

Since 1999, Scion has provided independent student housing advisory services to higher-education institutions, foundations and private-sector providers in over 170 campus markets in Canada and the United States, supporting more than $5.0 billion (CDN) of student housing development and renovation.

From offices in Chicago, Irvine and Toronto, our experts combine decades of experience in virtually all aspects of the sector – residential life administration, real estate finance, program and asset management, plus practical knowledge from the acquisition, development and management of over 40,000 off campus student beds – allowing clients to benefit from our expertise in all phases of planning, implementing and operating student housing on and off campus.

DESIGNATED CAUBO CONTACT:

Mr. Mike Porritt, Ed.D.
Director, Advisory Services
The Scion Group
439 University Place, Fifth Floor
Toronto, ON, M5G 1Y8
CANADA

Tel: (647) 494-3220
E-mail: mporritt@thesciongroup.com
www.thesciongroup.com

Varsity Properties

DESIGNATED CAUBO CONTACT:

Mr. A.J. Keilty
President and CEO
Varsity Properties
377 Barrie Street, Kingston, ON K7K 3S9
CANADA

Telephone: 613-777-6280 x10
Email: ajk@varsityproperties.com
www.varsityproperties.com

Western Union Business Solutions

Western Union Business Solutions is part of Western Union, a Fortune 500 Company with a 140-year history and a financial network that spans 200 countries and territories. We are a global leader in domestic and cross-border payments and serve more than 500 educational institutions around the world with advanced, intuitive solutions that streamline and simplify every element of the international payment process.

Whether you’re receiving international payments from students, making grant payments, funding research overseas, paying international vendors and suppliers, or issuing student refunds, our full suite of international payment solutions can help you.

DESIGNATED CAUBO CONTACT:

Rajiv SharmaWestern_Union_Logo
Vice President, Business Development – Canada
Western Union Business Solutions
Scotia Plaza, 100 Yonge Street, 15th floor
Toronto Ontario M5C 2W1
CANADA

Tel: 1-800-223-9392
Direct Phone: 416-359-3693
E-mail: rajiv.sharma@westernunion.com
business.westernunion.ca/education

Xpera Risk Mitigation & Investigation

Xpera is Canada’s premier national provider of Risk Mitigation & Investigation. We provide innovative solutions that reduce risk, minimize loss and increase human safety, enabling our clients to function at their fullest potential. Through our suite of services, we enable our clients to enhance business performance and insure operational continuity by providing the experts and the tools to manage all levels of risks.

We have five divisions: Investigations, Risk Solutions, HRservices, Security Guard Services, and Labour Dispute Management. With both proactive and reactive resources, we are there to help clients in times of crisis as well as put in place mitigation strategies to avoid crisis in the future. Comprised of over 1400 staff and 400 subject matter experts in 24 offices across Canada – and strategic locations around the world – we offer expert support to Insurance, Government, Legal, and Corporate institutions. Xpera is there to protect our clients’ business interests from all levels of risk, enabling our clients to perform at the top of their respective industries.

Xpera provides varied services on behalf of clients for all stages of the employment cycle. Our hiring services include screening future hires, psychological honesty testing and assessments, and world-wide background checks. During employment, we provide services for employees – like our ConfidenceLine program, an anonymous whistleblowing service – as well as support with high risk termination and workplace violence prevention.

High risk investigations are conducted on behalf of our clients to ensure even the most difficult workplace issues are handled ethically and fairly.

DESIGNATED CAUBO CONTACT:

Ms. Nicole Weir
Manager, Client Services
Xpera Risk Mitigation & Investigation
#101-8333 Eastlake Drive
Burnaby BC V5A 4W2
CANADA

Telephone: 604-517-4545 ext. 1486
Toll Free: 800-661-9077
Email: nicole.weir@xpera.ca
www.xpera.ca