Canada

This website is intended for Canadian Institutional Investors only.

Institutional Services

We offer you full-spectrum support, including best-in-class client service and trading and compliance operations to ensure your portfolio is optimally executed.

Business Development

Combining industry experience and knowledge of the firm’s resources, our sales team can help you maximize the benefits of our domestic and global strategies and services.

Please contact a member of our team to learn more:

Matthew Williams, MCom, MBA
Head of Institutional and Client Service
Tel: 416.957.6079
Toll Free: 1.800.897.7286
Email: matthew.williams@franklintempleton.ca

Ontario and Western Canada:

Terry Kirby, CFA
Senior Vice President, Business Development
Tel: 416.957.6006
Email: terry.kirby@franklintempleton.ca

Quebec and Eastern Canada:

Julie Caron, CFA
Senior Vice President, Business Development
Tel: 418-654-9446
Email: julie.caron@franklintempleton.ca

Consultant Relations

Dedicated to serving the consultant community, Consultant Relations provides consultants with greater insight and transparency into Franklin Templeton’s broad range of investment capabilities, delivering timely and consistent information through all channels of communication, and otherwise ensuring that the company provides the highest quality of service to consultants.

Sherry Lee Gregory, MBA
Vice President, Consultant Relations
Tel: 416.957.6091
Email: SherryLee.Gregory@franklintempleton.ca

Client Relationship Management

Your trust remains our most valuable asset. Contact our Client Service professionals for a program custom-built to your specific service needs:

  • Detailed needs analysis
  • Regular meetings, reports, and portfolio manager reviews
  • Ongoing investment education
  • Account and performance information

Please contact a member of our team to learn more:

Matthew Williams, MCom, MBA
Head of Institutional and Client Service
Tel: 416.957.6079
Toll Free: 1.800.897.7286
Email: matthew.williams@franklintempleton.ca

Western Canada:

Andrew Knox, CFA
Vice President, Institutional Investment Services
Tel: 403.266.7869
Email: andrew.knox@franklintempleton.ca

Central and Eastern Canada:

Jim Brace
Vice President, Institutional Investment Services
Tel: 416.957.6146
Email: jim.brace@franklintempleton.ca

Dean Liotta, CFA
Vice President, Institutional Investment Services
Tel: 416.957.6009
Email: dean.liotta@franklintempleton.ca

Institutional Balanced Portfolio and Relationship Management

The investment objective for all of our clients’ institutional balanced portfolios is to generate above average returns combined with below market volatility over a complete market cycle.  Our approach to achieving this aim is to:

  • Apply a strategic asset mix model – consistent with your individual benchmarks and SIP&P, but allowing for tactical shifts given capital market conditions
  • Utilize the best and most complementary investment strategies from the family of Franklin Templeton
  • Apply a disciplined rebalancing methodology

Ian Riach, CFA
Senior Vice President
Portfolio Manager and Director of Balanced Portfolio Management
Tel: 416.957.6561
Email: ian.m.riach@franklintempleton.ca


Andrew Knox, CFA

Vice President, Portfolio Manager
Tel: 403.266.7869
Email: andrew.knox@franklintempleton.ca

Defined Contribution and Group Retirement Savings

Franklin Templeton’s Defined Contribution and Group Retirement Savings business focuses primarily on ensuring the breadth of our domestic and global strategies are available to meet the needs of plan sponsors via record keepers, financial institutions and their intermediaries.

Matthew Williams, MCom, MBA
Head of Institutional and Client Service
Tel: 416.957.6079
Email: matthew.williams@franklintempleton.ca