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Lincluden Investment Management
Morguard Lincluden Global Investments (formerly Lincluden Investment Management) has applied a value-based approach to managing assets for institutional and...
Lincluden Investment Management
Morguard Lincluden Global Investments (formerly Lincluden Investment Management) has applied a value-based approach to managing assets for institutional and individual investors since 1982. The firm works with institutional clients including pension funds, foundations and endowments, mutual fund investors, private clients, and First Nations clients.
General information
Firm type
Generalist
Year founded
1982
Location
Region
North America
Country
Canada
City
Mississauga
Corporate office
Mississauga, Ontario, Canada
Principals
Phillip Evans
President and CEO
Scott Connell
Senior Vice President and Portfolio Manager
Derek Warren
Vice President and Portfolio Manager, Real Estate
Sector focus
Frequently asked questions
Who runs investment decisions at Lincluden?
Phillip Evans, the founder, serves as President and CEO. Scott Connell is Senior Vice President and Portfolio Manager, and Derek Warren leads real estate portfolio management as Vice President. The team has remained in place following Morguard Corporation's acquisition of the firm in January 2025.
How does Lincluden source real estate deals?
Lincluden's real estate sourcing is structurally tied to its parent company, Morguard Corporation — a public real estate owner and operator with a large Canadian commercial property portfolio. This integration allows Lincluden to access direct property deals through Morguard's origination and development pipeline, a channel unavailable to most third-party investment managers.
Does Lincluden participate in fund commitments or only separate accounts?
Lincluden primarily structures its client relationships as separate account mandates rather than pooled funds. This allows the firm to customize equity, fixed-income, and real estate exposures for institutional clients including pension funds, Indigenous trusts, and religious organizations.
How did the Morguard acquisition change Lincluden's ownership?
Morguard Corporation acquired full ownership of Lincluden in January 2025. Prior to the transaction, Lincluden operated as an independent, employee-owned investment counsellor. The existing investment leadership, including Phillip Evans and the portfolio management team, remained in place under Morguard CEO Angela Sahi.
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