Aviva Investors Canada Inc.
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 333457
- Registered since
- November 1, 2024
- Custodians
- RBC CAPITAL MARKETS, LLC, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST COMPANY CANADA, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies79.01%
- Pooled Investment Vehicles14.45%
- Pension & Profit Sharing Plans6.08%
- Investment Companies0.45%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aviva Investors Canada Inc. is a Canada-based investment management arm of the Aviva group that serves institutional clients. The firm operates on a fee-as-a-percentage-of-AUM model and is registered to provide portfolio management across pooled vehicles, investment companies and institutional mandates. Its regulatory filings list CPO/CTA activities, indicating the firm is structured to sponsor or advise pooled investment products and to engage in commodity or derivatives-related management where appropriate. The firm identifies as a foreign-entity-owned corporation serving primarily institutional investors rather than retail households, and it does not position itself as an active ESG investor in public disclosures.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds40%
- State & Local Bonds27%
- US Government Bonds23%
- Private Funds5%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2Jiaying Li
Chief Compliance OfficerCRD 7861776
Duane Green
CEOCRD 6231688
Contacts
3 of 3Sunil Shah
Senior Portfolio ManagerCRD 4482973
Tyler Mcgraw
Senior Managing Director and PresidentCRD 7991329
Matthew Kingdon
DirectorCRD 7508933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 100 King St W
- Office locations
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