| Guardian Capital LP |
| Commerce Court W., Suite 3100, PO Box 201, Toronto, Ontario M5L 1E8 Canada; phone: 416-947-3706; fax: 416-364-9634; www.guardiancapitallp.com |
| Dollars are in U.S. millions. |
| Total assets managed worldwide | $15,112 |
| Total worldwide institutional | $9,818 |
| Total domestic/U.S. assets | $15,112 |
| Total tax-exempt assets | $8,371 |
| Total institutional tax-exempt | $8,371 |
| Passed to external managers | $16 |
| Internally managed | $8,355 |
| Asset mix: |
| Canadian equity | 79% |
| Fixed income | 20% |
| Other | 1% |
| Internal institutional tax-exempt assets in: |
| Domestic/U.S. equity, active | $6,612 |
| REITs | $58 |
| Domestic/U.S. bond, active | $1,639 |
| High-yield bonds | $14 |
| Active domestic/U.S. equity strategies: |
| Growth |
| Broad market | $2,000 |
| Core | |
| Large cap | $4,433 |
| Small cap | $177 |
| Domestic/U.S. fixed-income strategies: |
| Core | $1,110 |
| Other | $542 |
| Defined contribution assets: |
| Total | $36 |
| Internally managed | $36 |
| The parent is Guardian Capital Group Ltd. |
| Nadi Naderi is client contact. |
