a commitment to client service delivered by a local team.
We offer our clients innovative investment solutions
across most all asset classes and the investment approach spectrum.
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The Canada office of State Street Global Advisors, Ltd. (SSgA) was established in 1991with local investment, client service and operations personnel. It is a full service investment centre with offices in Montreal and Toronto. SSgA provides clients with full investment management and client service in Canada.
SSgA is a recognized leader and ranks as a major investment manager in Canada. Our clients are located across the country and include corporations, public funds, foundations, endowments, life insurance companies and government agencies. In conjunction with SSgA's other investment centers and sister companies worldwide, SSgA in Canada provides clients with integrated solutions that combine investment management, transition management, trust, custody, recordkeeping and administrative services.
SSgA's global presence in all major markets provides local market expertise coupled with a global reach. The combination of our size and diverse client base generates cross-trading opportunities and potential cost-savings for our clients.
SSgA Canada has a strong team of local professionals who understand the needs of Canadian clients and local market conditions. Our insight and perspective into local regulatory requirements and business practices enables us to provide optimal investment solutions. We also have the advantage of being able to draw upon SSgA's worldwide investment professionals and robust technology.
We have a dedicated client service team in Canada whose exclusive responsibility is to work closely with clients in order to meet their individual requirements. We consider our ability to develop investment solutions to meet the changing needs of our clients critical to our success in Canada. Commitment and dedication to help service clients is embedded in SSgA culture across the globe.
SSgA in Canada provides clients with a broad array of investment solutions which can be customized to target any benchmark. Our size, extensive trading capabilities and disciplined, quantitative investment process aims to manage risk and provide consistent investment results.
Office Information
State Street Global Advisors Ltd. 770 Sherbrooke Street West Suite 1200 Montreal, Quebec H3A 1G1 Canada
Tel: 514 282 2415 Fax: 514 282 2484State Street Global Advisors Ltd. 161 Bay St. TD Canada Trust Tower Suite 4530, P.O. Box 600 Toronto, ON M5J 2S1 , Canada
Tel: 647 775 5900 Fax: 647 775 7264SSgA Press Release
View All Press ReleasesManagement Team
Marc P. Brown Chief Administrative Officer State Street Global Advisors
Marc is Chief Administrative Officer of State Street Global Advisors, a member of the Executive Management Group, SSgA's most senior executive strategy team, and an Executive Vice President of State Street Corporation. Marc is responsible for SSgA's global infrastructure including all operations, technology, finance and data management functions. He served as Deputy Director of SSgA's International Offices from 1999 to 2004, during which time SSgA's global business became an important component of its broad investment solutions capability. In 2005, Marc led SSgA's global strategy and product development efforts and in 2006, he also assumed responsibility for SSgA's client facing teams in the U.S, Canada and Latin America, before moving to his current CAO position.
Marc joined SSgA in 1999 from State Street Corporation, where he worked for 18 years. In 1989, he established the Investment Manager Services Division, which provided transaction processing and relationship support to the investment managers contracted by State Street's institutional clients. In this role, Marc partnered with many large investment managers to formulate their strategic infrastructure and straight-through processing plans. Prior to this, Marc managed State Street's global subcustodian network. He assumed this position after serving a variety of roles in the Global Custody Department and U.S. Master Trust Division.
Marc holds a BA in Economic and Governmental Legal Studies from Bowdoin College.
James Kase Head of Global Sales and Marketing State Street Global Advisors
Jamie Kase is the Head of Global Sales and Marketing for State Street Global Advisors (SSgA). He is also a member of the Executive Management Group, SSgA's most senior strategy team, and Executive Vice President of State Street Corporation. Jamie is responsible for all aspects of North American sales, global marketing and relationship management functions in the institutional and intermediary markets. He will lead the Defined Contribution initiative in the U.S. for SSgA. Working in partnership with our EMEA and Asia Pacific Heads, Jamie will further build out SSgA's integrated branding and distribution strategy, along with the supporting processes, to effectively market nearly 300 investment strategies and solutions.
Prior to joining State Street in March of 2009, Jamie was an Executive Vice President at ING Investment Management in New York, where he led the company's U.S. distribution effort across defined benefit and investment only defined contribution channels. While at ING, Jamie chaired ING's Global Marketing and Distribution Committee, which is responsible for coordinating efforts across the globe with the regional heads in Europe and Asia.
Jamie has a long career in sales and marketing that has focused on delivering investment solutions to sophisticated institutional investors. Jamie was Chief Operating Officer and Head of the Institutional Business in the Americas at Merrill Lynch Investment Management. His experience includes covering derivatives with some of the largest desks in the world, including Bankers Trust, Swiss Bank (now UBS) and Lehman Brothers.
Jamie earned a BS in Political Science from Brown University.
Peter Lindley President and Head of Investments SSgA - Canada
Peter is President and Head of Investments for State Street Global Advisors, Ltd. As President, he is responsible for overall business strategy in Canada. As Head of Investments, he oversees research, portfolio management and product development for fixed income, cash, equity, currency and asset allocation strategies for State Street Global Advisors, Ltd. in Canada.
Prior to joining SSgA, Peter was a Senior Vice President, Managing Director and Co-Head of Global Markets for Deutsche Bank Canada in Toronto. Prior to that, he was a Vice President for CIBC in Toronto. Before moving to Canada, Peter worked in the UK for the Industrial Bank of Japan and Security Pacific. He has been working in the financial services industry since 1986.
Peter has a Bachelor of Engineering from the University of Leicester, UK and a Bachelor of Education from the University of Toronto.
Peter est président et directeur du placement pour Conseillers en gestion globale State Street, Ltée. En tant que président, il est responsable de la stratégie globale d'entreprise au Canada. En tant que directeur du placement, il supervise la recherche, la gestion de portefeuille et le développement des produits pour la gestion des fonds à revenu fixe, du marché monétaire, d'actions, des devises et des stratégies d'allocation d'actifs pour SSgA Canada.
Avant de se joindre à SSgA, Peter était vice-président principal, directeur général et coresponsable des marchés mondiaux à la «Deutsche Bank Canada» à Toronto. Auparavant, il était vice-président pour la Banque CIBC à Toronto. Avant son arrivée au Canada, il travaillait au Royaume-Uni pour la « Industrial Bank of Japan and Security Pacific ». Il travaille dans le secteur des services financiers depuis 1986.
Peter est titulaire d'un baccalauréat en génie de l'Université de Leicester, au Royaume-Uni et d'un baccalauréat en éducation de l'Université de Toronto.