Addenda Capital
Overview
Addenda Capital is a Canadian investment management firm specializing in custom investment solutions that support community development. Founded in 1985, the firm has grown to manage over $42 billion in assets, offering a range of services including fixed income, equities, commercial mortgages, and multi-asset strategies. With offices in Montreal, Toronto, Guelph, and Regina, Addenda Capital serves both institutional and private wealth clients across Canada. The firm is co-owned by The Co-operators Group Limited and its employees, reflecting a strong commitment to community and client-focused investment strategies. Addenda Capital integrates environmental, social, and governance (ESG) factors into its investment processes, aiming to deliver sustainable, risk-adjusted returns. The firm's investment approach emphasizes innovation, deep market knowledge, and specialized in-house economic expertise. Addenda Capital is a signatory of the United Nations' Principles for Responsible Investment (UN PRI) and the Montréal Carbon Pledge, demonstrating its dedication to responsible investment practices. The firm's leadership team includes President and CEO Roger J. Beauchemin, Chief Investment Officer Ian A. McKinnon, and Executive Vice-President Janick Boudreau, among others. Under their guidance, Addenda Capital continues to build and sustain communities through tailored investment solutions that prioritize both financial performance and social impact.
Investment Focus
- Open to institutional and private wealth clients
- Focus on sustainable and responsible investment strategies
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Addenda Capital
What sectors does Addenda Capital invest in?
Addenda Capital invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Quebec, Canada. Addenda Capital is listed as a institutional investor in the ConnectSafely investor database.
What stage does Addenda Capital invest at?
Addenda Capital backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 500M.
Which regions does Addenda Capital invest in?
Addenda Capital invests across Canada.
Who are the partners at Addenda Capital?
Team members listed for Addenda Capital include Rocio Gueto (Vice-president, Client Partnerships-institutional Markets) and Gregory Chrispin (Director).
What companies has Addenda Capital invested in?
Addenda Capital's portfolio includes Shoppers Drug Mart, Canadian National Railway, Fortis, Imperial Oil, Royal Bank of Canada, Toronto-Dominion Bank, Suncor Energy and Magna International.
How do I contact Addenda Capital?
Addenda Capital's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
