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ADDENDA CAPITAL INC., CRD 137034
MONTREAL, QUEBEC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Baudin, Philip, David | Director | Na | yes | 04/2023 | Mar 28, 2024 | Sep 23, 2024 |
| BEAUCHEMIN, ROGER, JEAN | DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER | Na | yes | 03/2014 | Mar 28, 2013 | Sep 23, 2024 |
| Boudreau, Janick | EXECUTIVE VP, BUSINESS DEVELOPMENT AND CLIENT PARTNERSHIPS | Na | yes | 02/2022 | Mar 30, 2022 | Sep 23, 2024 |
| Chrispin, Gregory | Director | Na | yes | 09/2020 | Mar 30, 2021 | Sep 23, 2024 |
| CO-OPERATORS FINANCIAL SERVICES LIMITED | Shareholder | D | yes | 04/2008 | Apr 3, 2012 | Sep 23, 2024 |
| DUROCHER, BENOIT | EXECUTIVE VICE-PRESIDENT AND CHIEF ECONOMIC STRATEGIST | Na | yes | 04/2008 | Apr 3, 2012 | Sep 23, 2024 |
| Gosselin, Isabelle | EXECUTIVE VICE-PRESIDENT, TALENT MANAGEMENT | Na | yes | 02/2020 | Mar 30, 2020 | Sep 23, 2024 |
| Higgins, Karen, Sue Ann | Director | Na | yes | 06/2018 | Jun 14, 2018 | Sep 23, 2024 |
| LEBLANC, CHARLES | CHIEF OPERATING OFFICER | Na | yes | 02/2024 | Mar 30, 2016 | Sep 23, 2024 |
| McCarthy, Lynne, Marie | Director | Na | yes | 09/2018 | Mar 29, 2019 | Sep 23, 2024 |
| MCKINNON, IAN | CHIEF INVESTMENT OFFICER | Na | yes | 02/2024 | Mar 30, 2015 | Sep 23, 2024 |
| Poulsen, Carol, Dianne | Director | Na | yes | 09/2018 | Mar 29, 2019 | Sep 23, 2024 |
| SAVVAS, PALLARIS | EXECUTIVE VICE-PRESIDENT, COMMERCIAL MORTGAGES | Na | yes | 02/2013 | Mar 30, 2016 | Sep 23, 2024 |
| THE CO-OPERATORS GROUP LIMITED | HOLDING CO | E | yes | 04/2008 | Apr 3, 2012 | Sep 23, 2024 |
| WESSELING, ROBERT PHILLIP | Director | Na | yes | 12/2016 | Mar 30, 2017 | Sep 23, 2024 |
| WHITE, MICHAEL, JOHN | Chairman | Na | yes | 04/2008 | Apr 3, 2012 | Sep 23, 2024 |
| Angielski, Miles | VICE-PRESIDENT, COMMERCIAL MORTGAGES | Na | no | 02/2020 | Mar 30, 2020 | Sep 23, 2024 |
| BALDWIN, ROBERT, DAVID | Director | Na | no | 11/2011 | Apr 3, 2012 | Sep 23, 2024 |
| Chafee, Kim | VICE-PRESIDENT & CO-HEAD, CANADIAN EQUITIES | Na | no | 02/2022 | Mar 30, 2022 | Sep 23, 2024 |
| Desnoyers, Yanick | VICE-PRESIDENT AND SENIOR ECONOMIST | Na | no | 02/2020 | Mar 30, 2020 | Sep 23, 2024 |
| Freyman, Monika | VP SUSTAINABLE INVESTING | Na | no | 02/2022 | Mar 30, 2022 | Sep 23, 2024 |
| GUETO, ROCIO | VICE-PRESIDENT, CLIENT PARTNERSHIPS - INSTITUTIONAL MARKETS | Na | no | 02/2023 | Mar 28, 2024 | Sep 23, 2024 |
| Hornung, Gregory, John | VICE-PRESIDENT, COMMERCIAL MORTGAGES | Na | no | 02/2021 | Mar 30, 2021 | Sep 23, 2024 |
| Johnston, Kenneth, David | VICE-PRESIDENT, CLIENT PARTNERSHIPS AND HEAD OF PLATFORM DISTRIBUTION | Na | no | 02/2022 | Mar 30, 2021 | Sep 23, 2024 |
| Kapala, Todd | VICE-PRESIDENT & CO-HEAD, CANADIAN EQUITIES | Na | no | 02/2022 | Mar 30, 2022 | Sep 23, 2024 |
| Kot, Adam | VICE-PRESIDENT, COMMERCIAL MORTGAGES AND HEAD OF ORIGINATION | Na | no | 02/2020 | Mar 30, 2020 | Sep 23, 2024 |
| Laliberte, Annie | VICE-PRESIDENT GLOBAL EQUITIES | Na | no | 02/2022 | Mar 30, 2022 | Sep 23, 2024 |
| Mariamo, Roger | VICE-PRESIDENT, CLIENT PARTNERSHIPS - INSTITUTIONAL MARKETS | Na | no | 02/2023 | Mar 28, 2024 | Sep 23, 2024 |
| McKinna, Adam | VICE-PRESIDENT, COMMERCIAL MORTGAGES | Na | no | 02/2020 | Mar 30, 2020 | Sep 23, 2024 |
| MONETTE, MARC ANDRE | VICE-PRESIDENT, OPERATIONS | Na | no | 02/2021 | Mar 30, 2021 | Sep 23, 2024 |
| Pelland, Carl | VICE-PRESIDENT FIXED INCOME AND CO-HEAD, CORPORATE BONDS | Na | no | 02/2022 | Mar 30, 2022 | Sep 23, 2024 |
| PRUD'HOMME, JEAN-MARC | CHIEF COMPLIANCE OFFICER AND CHIEF RISK OFFICER | Na | no | 12/2009 | Apr 3, 2012 | Sep 23, 2024 |
| Robert, Christian | VICE-PRESIDENT, INVESTMENT SOLUTIONS AND PRODUCT MANAGEMENT | Na | no | 02/2020 | Mar 30, 2020 | Sep 23, 2024 |
| YELLE, JOSEE | VICE-PRESIDENT, CLIENT EXPERIENCE, MARKETING STRATEGY AND COMMUNICATIONS | Na | no | 02/2023 | Mar 30, 2021 | Sep 23, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CO-OPERATORS FINANCIAL INVESTMENT SERVICES INC. | n/a | n/a | n/a | N | yes | n/a |
| THE CO-OPERATORS GROUP LIMITED | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| GUELPH, ONTARIO | n/a | Canada | 6 | no |
| REGINA, SASKATCHEWAN | n/a | Canada | 5 | no |
| TORONTO, ONTARIO | n/a | Canada | 5 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $29B | $29B | 163 | 60 | 3 | n/a | n/a |
| 2024 | Mar 28, 2025 | $26B | $26B | 184 | 65 | 3 | n/a | n/a |
| 2023 | Mar 28, 2024 | $25B | $25B | 179 | 64 | 3 | n/a | n/a |
| 2022 | Mar 30, 2023 | $24B | $24B | 164 | 56 | 3 | n/a | n/a |
| 2021 | Mar 30, 2022 | $29B | $29B | 147 | 53 | 3 | n/a | n/a |
| 2020 | Mar 30, 2021 | $28B | $28B | 143 | 52 | 3 | n/a | n/a |
| 2019 | Mar 30, 2020 | $25B | $25B | 135 | 52 | 3 | n/a | n/a |
| 2018 | Mar 29, 2019 | $21B | $21B | 131 | 53 | 3 | n/a | n/a |
| 2017 | Mar 29, 2018 | $21B | $21B | 126 | 61 | 3 | n/a | n/a |
| 2016 | Mar 30, 2017 | $21B | $21B | 124 | 46 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $19B | $19B | 121 | 46 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $22B | $22B | 119 | 41 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $22B | $22B | 118 | 41 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $24B | $24B | 113 | 37 | n/a | n/a | n/a |
| 2011 | Apr 3, 2012 | $31B | $31B | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $29B | $26B | 10.9% | $24B | 6.2% | 163 | 184 | 3 | 3 |