Tal Global Asset Management Inc (Montreal Quebec H3 B 4 W5)


Tal Global Asset Management Inc is a large advisory firm based in Montreal Quebec H3 B 4 W5. It manages $50.57 billion of regulatory assets for 586 client accounts. It has been registered with the SEC as an adviser since 2001.

Tal Global Asset Management provides portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tal Global Asset Management: assets under management

The assets under management (AUM) of Tal Global Asset Management Inc is $50.57 billion. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49.05 billion in discretionary accounts and $1.52 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $89.67 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $38.96 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tal Global Asset Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tal Global Asset Management Inc

Merri Louise Jones has been acting as President since 1 Nov 1998. Dominic Monteferrante joined the executive team most recently as the First Vice President, Canadian Equities.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Jean Guy Desjardins Director, president, chairman and ceo 1 Apr 1972 Other 4341072
John William Braive Director, president & chief executive officer of tal institutional division 1 Jan 1983 Other 4341078
3016773 Canada Inc. Shareholder 1 Aug 1984 Other foreign
Richard Alexander Campbell Director, president & chief operating officer of tal institutional division 1 Jan 1990 Other 4341097
Gordon James Fyfe Director, president & chief operating officer of tal international division 1 Sep 1992 Other 4341095
Holger Kluge Director 1 Mar 1994 Other 4341112
3008606 Canada Inc. Shareholder 1 Mar 1994 50% - 75% foreign
Assunta Di Lorenzo Vice president, general counsel, corp. secretary & corp. compliance officer 1 Jul 1995 Other 4341089
Karl Gauvin Associate global investment officer 1 Nov 1996 Other 4629229
Basmi Investments Inc. Shareholder 1 Dec 1996 Other foreign
Alain St Hilaire First vice president, human resources 1 Aug 1997 Other 4341065
Tomasz Nowicki First vice-president, canadian equities 1 Dec 1997 Other 4757166
Michel Lauzon First vice-president, chief financial officer 1 Jan 1998 Other 4340900
Richard Anthony Nino Vice president institution business development 1 Jun 1998 Other 4893499
Merri Louise Jones Director 1 Nov 1998 Other 4340896
Gisele Delente Wilson President & chief operating officer of tal fund division 1 Dec 1998 Other 4341061
Genevieve Dube Assistant vice president and legal counsel 1 Nov 1999 Other 4341068
Nicola Petrangelo Assistant vice president, compliance 1 Oct 2000 Other 4488463
Gisele Delente Wilson Assistant global chief investment officer 1 May 2001 Other 4341061
Paul Taylor President and chief operating officer of the tal fund division 1 May 2001 Other 4484126
Richard Venn Director 1 Jun 2001 Other 4484127
Lise Bourassa First vice president and chief administrative officer 1 Aug 2001 Other 4484119
Guy Desrochers Chief investment officer of the tal fund division 1 Aug 2001 Other 4484124
Canadian Imperial Bank Of Commerce 31.68% shareholder 1 Oct 2001 25% - 50% foreign
Stephen Kahn First vice-president, equities, mutual funds 1 Nov 2001 Other 4757162
Steven Dubrovsky First vice-president, fixed income and money marketing 1 Dec 2001 Other 4757159
Michel Lauzon Director, president and chief operating officer 1 Jan 2002 Other 4340900
John William Braive Director, vice-chairman 1 Jan 2002 Other 4341078
Richard Alexander Campbell Director and global chief investment officer 1 Jan 2002 Other 4341097
Gerald Thomas Mccaughey Director, chairman and chief executive officer 1 Jan 2002 Other 3005532
Guy J Paquette Vice-president, legal affairs 1 Feb 2002 Other 4542917
Gaelen Morphet First vice-president, equities 1 Feb 2002 Other 4757165
Gaelen J Morphet First vice-president, canadian equities 1 Feb 2002 Other 4757165
Guy John Paquette Vice-president, legal affairs and assistant corporate secretary 1 Feb 2002 Other 4542917
Gaelen Jane Morphet First vice-president, canadian equities 1 Feb 2002 Other 4757165
Guy Desrochers First vice-president, global equity 1 Apr 2002 Other 4484124
Valerie Pettipas Corporate secretary 1 Apr 2002 Other 4627665
Elaine Martin First vice-president, global trading equity 1 Apr 2002 Other 4757164
Jacques Prevost First vice-president, quantitatives and strucutred products 1 Apr 2002 Other 4757167
Jeffrey Waldman First vice-president, global fixed income 1 Apr 2002 Other 4757170
Valerie Kathleen Pettipas Corporate secretary 1 Apr 2002 Other 4627665
Jacques Serge Prevost First vice-president, quantitative and structured products 1 Apr 2002 Other 4757167
Jeffrey Martin Waldman First vice-president, global fixed income 1 Apr 2002 Other 4757170
Rodrigue Lussier First vice-president, high net worth investments 1 Jun 2002 Other 4369707
Helen Barfurth Vice-president, compliance 1 Sep 2002 Other 4627668
Deborah Lewis First vice-president and head of institutional servicing 1 Sep 2002 Other 4757157
Helen Patricia Barfurth Vice-president, compliance 1 Sep 2002 Other 4627668
Deborah Joan Lewis First vice-president and head of national servicing 1 Sep 2002 Other 4757157
Sonia Baxendale Director 1 Nov 2002 Other 4542920
Sonia Ameena Baxendale Director, chairman, first vice president and ceo 1 Nov 2002 Other 4542920
Guy Archambault Vice-president, human resources 1 Dec 2002 Other 4627661
Luc De La Durantaye First vice-president, global asset allocation 1 Dec 2002 Other 4757161
Shaun Patrick Peter Hegarthy Vice president eafe equities 1 Dec 2002 Other 4893498
Shaun Patrick Peter Hegarty Vice president eafe equities 1 Dec 2002 Other 4893498
Pierre Sweeney First vice-president, canadian equities 1 Mar 2003 Other 4757169
Adel Sarwat First vice-president, research global equity 1 Jun 2003 Other 4757168
Patricia Callon Director 1 Oct 2003 Other 4757136
David Star First vice-president and head of products and marketing 1 Jan 2004 Other 4757156
Eric St Cyr First vice-president and head of business development 1 Jan 2004 Other 4757158
Chris Anderson Chief financial officer 1 Jan 2004 Other 4757185
David Marc Star First vice-president and head of products and marketing 1 Jan 2004 Other 4757156
Christopher John Anderson Chief financial officer 1 Jan 2004 Other 4757185
Daniel Richard Donnelly Director 1 Apr 2004 Other 4893480
Dominic Monteferrante First vice-president, canadian equities 1 Oct 2004 Other 4895724

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
John William Braive 100% owner 1 Aug 1984 75% - 100% 4341078
Canadian Inmperial Bank Of Commerce 100% owner 1 Mar 1994 75% - 100% foreign
Jean Guy Desjardins 100% owner 1 Dec 1996 75% - 100% 4341072

Based in Montreal Quebec H3 B 4 W5

The principal office where Tal Global Asset Management Inc performs its advisory services is located at 1000 De La Gauchetiere St West, Montreal Quebec H3 B 4 W5, H3 B 4 W5, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 514-875-7040 or by fax 514-875-9364. The normal business hours are 8:30a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.tal.ca.

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