Important notices

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© 2021 Mercer (Canada) Limited. All rights reserved.

 

This contains confidential and proprietary information of Mercer and is intended for the exclusive use of the parties to whom it was provided by Mercer. Its content may not be modified, sold or otherwise provided, in whole or in part, to any other person or entity without Mercer's prior written permission.

 

Mercer does not provide tax or legal advice. You should contact your tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. This does not constitute an offer to purchase or sell any securities. The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed.

 

For Mercer’s conflict of interest disclosures, contact your Mercer representative or see www.mercer.com/conflictsofinterest.

 

This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances.

 

Information contained herein may have been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in the data supplied by any third party.

 

Pension & Investments rankings are based on survey responses from responding firms. Mercer may calculate worldwide assets under advisement and worldwide assets under management differently than other responding firms. The assets under advisement data (AUA Data) reported here include aggregated assets under advisement for Mercer (Canada) Limited, Mercer Global Investments Canada Limited, and their affiliated companies globally (Mercer). The AUA Data have been derived from a variety of sources, including, but not limited to, third-party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the AUA Data. Where available, the AUA Data are provided as the date indicated (the Reporting Date). To the extent information was not available as of the Reporting Date; information from a date closest in time to the Reporting Date, which may be of a date more recent in time than the Reporting Date, was included in the AUA Data. The AUA Data include assets of clients that have engaged Mercer to provide project-based services within the 12-month period ending on the Reporting Date. The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Global Investments Canada Limited and their global affiliates provide discretionary investment management services as of the dates indicated.

 

Investment management services for Canadian investors are provided by Mercer Global Investments Canada Limited.  Investment consulting services for Canadian investors are provided by Mercer (Canada) Limited.