Company Summary
Legg Mason Canada provides Canada-wide sales and marketing support for Legg Mason affiliate companies and services the institutional and third party investment communities from offices in Toronto, Kitchener and Montreal. Legg Mason Canada is dedicated to meeting the specialized investment needs of defined contribution and defined benefit plans, endowments and foundations, corporations, public funds and other institutional investors and intermediaries through its family of institutional pooled funds, sub-advised mandates, segregated portfolios and separately managed accounts. In addition, Legg Mason Canada offers a Canadian perspective for customized asset allocation and balanced account management.
Our Mission
Legg Mason Canada’s mission is to provide our clients with access to leading investment thinking, “best in class” Canadian, U.S. and international investment solutions and best practices in risk management, compliance and client service while promoting cultural integrity and ethics.
“Legg Mason Canada prides itself on client service excellence through partnering with our clients delivering on Commitment, Competence and Professionalism. Legg Mason Canada strives to understand the needs of our clients seeking long term business solutions through innovative strategies, investment expertise and quality service.”
–David Gregoire, Managing Director, Head of Distribution
Source: Legg Mason Canada
Unique Value Proposition
Legg Mason affiliates operate with investment autonomy, with each affiliate pursuing its own unique investment philosophy and process and maintaining its own investment culture, in order to create sustainable value for its clients. Legg Mason complements the investment expertise of its affiliates by providing world-class distribution and client service, enabling the affiliates to access new markets, new clients and new opportunities more efficiently on a global scale. Legg Mason also provides shared services, such as operations and technology, accounting, legal, compliance and marketing, to allow the affiliates to maintain their full focus on delivering sustainable investment excellence.
Summary
As the financial markets around the world become more interdependent, Legg Mason believes that global scale and diversification will be essential to serve the needs of investors and to develop new and innovative ways to generate alpha. Legg Mason strives to achieve:
Superior investment performance over the long-term – to create value
World-class distribution and client service – to access new opportunities
Excellence in shared services – to enhance the investment and distribution engines
Source: Legg Mason Canada
AUM ($Bil)
710
Year Founded
1899
Key Personnel
Joseph A. Sullivan, Chairman and CEO
Peter H. Nachtwey, CFO
Terence Johnson, Head of Global Distribution
Address
220 Bay Street, 4th Floor
Toronto, Ontario
M5J 2W4