Lincluden Investment Management

Lincluden Investment Management

Head office:

Mississauga, ON

Assets managed:

$4.0 billion (as of December 31, 2023)

Head office:

Mississauga, ON

Assets managed:

$4.0 billion (as of December 31, 2023)

Company profile

Lincluden Investment Management (Lincluden) is an employee owned (40% employees / 60% Morguard Investment) investment management firm headquartered in Mississauga, Canada.

Investment approach

Lincluden's approach to Canadian dividends is rooted in a time-tested value discipline that focuses on uncovering mispriced securities and identifying great businesses with a focus on long-term investing.

Funds managed

NEI Canadian Dividend Fund

Lead managers

Peter Chin 
James Lampard

Fund profile

To view fund details and performance, click on a series.

A    |    F    |    P    |    PF

Lead managers

Peter Chin

Vice President, Equities

Peter Chin joined Lincluden in 2004 and has almost 30 years of investment experience. He began his career at Confederation Life as an analyst progressing to portfolio management.

James Lampard

Vice President, Equities

James Lampard joined Lincluden in 2003 and has over 35 years of investment experience. His career began at OMERS where thereafter he assumed a portfolio management role at Ontario Teachers' Pension Plan Board. He was a partner and Portfolio Manager at Beutel Goodman before joining Lincluden. Mr. Lampard is a graduate of York University and is both a CA and CFA charterholder.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Your investing journey begins with NEI.

Discover our story