Since opening our doors in 1947, MFS Investment Management Canada Limited has grown to become one of Canada’s most respected investment management companies. From offices in Toronto, Montréal, Vancouver and Chicago, we manage over $34 billion on behalf of pension, foundation & endowment, private wealth and mutual fund clients.

We take a team approach to investing, which allows our clients to take advantage of the collective strength of our various investment managers and analysts. We create separate teams that are comprised of three to seven individuals who build model portfolios for asset mix, Canadian equities (growth, value and core), global equities (growth, value and core), U.S. equities, EAFE (Europe, Australasia and Far East) equities and fixed income.

However, no team is ever complete without you, the client, as the decisions of each of our teams are implemented according to your investment objectives. This is why our portfolio managers stress the importance of regular meetings with you, so that we are constantly aware of all of your requirements and wishes.

MFS Investment Management Canada Limited’s success is based in large part on an entrepreneurial team culture. As owner-managers, we focus on running the business with a long term view and are strongly incented to maintain superior investment research, establish long-run succession planning, facilitate steady growth, and uphold the highest service standards. On a long-term basis, management owns 40% of the firm, with share ownership currently spread among 60 partners, and Sun Life Financial Corp. owning the balance. The MFS Investment Management Canada Limited team consists of over 110 employees, including 46 portfolio managers of whom 17 are research analysts.

To learn more about MFS Investment Management Canada Limited and how we would work together, please get in touch. We look forward to it.

Five areas distinguish MFS Investment Management Canada Limited:

Proven Investment Management Philosophy

Our firm uses a team-based majority voting approach to investment management. Decisions are made by experienced teams of investment managers supported by a globally oriented group of research analysts. This process integrates decision-making and research to maximize synergies regarding idea generation and portfolio structure.

Depth of our research expertise

The recognized research expertise within each of our investment management groups enables us to emphasize internal proprietary research in our investment process. Research is done on a global basis.

Equity Management Process

By using integrated equity management teams and structuring their responsibilities along global sectors, we have allowed every equity strategy to be managed on a truly global basis. All portfolios have focused approaches that have clearly defined risk controls.

Strong, Stable Organization and Ability to Effectively Handle Management Transition

We have an experienced management group, which is diversified by age. We are committed to having a management structure, which provides orderly personnel succession and is not overly dependent on any particular individual. The investment groups operate in a disciplined, democratic fashion while maintaining our long-term investment philosophy. We have been managing money successfully since 1947 and have demonstrated our ability to handle management changes.

Superior Service

Our client retention rate is high and, in part, this has been the result of the strong rapport we have built with plan sponsors and investment committees. Our investment reviews are structured to make our investment results and intentions clear and concise. We regularly consult with clients to ensure they are provided with the information they require.