About | T. Rowe Price

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Lauren Bloom,

Head of Canada

Tel:+1 (514) 214-2773

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Globally

Why today’s investors can still rely on our founding principles.

Since 1937, clients all over the world have remained confident in our collaborative culture and our dedication to proprietary research.

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1937 T. Rowe Price was founded
17 Countries of operation
501 Equity professionals
237 Fixed Income professionals
382 Research professionals

In Canada

Confidence is knowing that our investment approach stands the test of time.

Our investment approach is solidly rooted in teamwork, fundamental research, and taking a long-term perspective.

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2007 Toronto office opened
2014 Canada-domiciled pool launched
100% Institutional client base
43 Dedicated mandates
$21.7bn Canada-domiciled AUM (CAD)

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All data as of 30 September 2023, unless otherwise stated.

Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates, including $59.2 billion in Alternatives as of 30 June 2023.

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We’re driven by our purpose: To identify and actively invest in opportunities to help people thrive in an evolving world.

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Issued in Canada by T. Rowe Price (Canada), Inc. T. Rowe Price (Canada), Inc.’s investment management services are only available to Accredited Investors as defined under National Instrument 45-106. T. Rowe Price (Canada), Inc. enters into written delegation agreements with affiliates to provide investment management services

© 2023 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/ or apart, trademarks of T. Rowe Price Group, Inc.

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GIPS^® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the twenty four-year period ended June 30, 2020, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request.

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