Chartwell Retirement Residences

Chartwell Retirement Residences

Chartwell Retirement Residences

Date Founded



100 Milverton Drive, Suite 700, Mississauga, ON, L5R 4H1, CAN

Type of Company


Employees (Worldwide)



Real Estate
Real Estate Investment Trusts

Company Description

Chartwell Retirement Residences is a real estate investment trust, which engages in the ownership and operation of a range of seniors housing communities from independent supportive living through assisted living to long-term care. It operates through the Retirement Operations, and Long Term Care Operations segment. The Retirement Operations segment offers services to age-qualified residents at rates, in most cases, set by the firm based on the services provided and market conditions. The Long Term Operations segment includes 24 communities in Ontario and provides long term care communities. The company was founded on July 7, 2003 and is headquartered in Mississauga, Canada.

Contact Data
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Executives & Employees

President & Chief Executive Officer

President & Chief Executive Officer

Chief Operating Officer

Chief Legal Officer

Chief Administrative Officer


Senior Vice President-Real Estate & Investments

Vice President-Real Estate Finance

Vice President-Marketing & Communications

Board of Directors

Former President & Chief Executive Officer at SmartCentres Real Estate Investment Trust

Director at Chartwell Retirement Residences

Founding Partner at Butterfield & Robinson, Inc.

Consultant at SECOR, Inc. (Canada)

Professional at Home Capital Group, Inc.

President & Chief Executive Officer at Chartwell Retirement Residences

Secretary, Director, Chief Legal Officer & Executive Vice President at Hydro One Holdings Ltd.

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Chartwell Retirement Residences
Owners & Shareholders
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Lincluden Investment Management (LIM) employs traditional, value-based investment principles across a range of equity, fixed-income and balanced portfolios. The firm offers a clearly defined investment philosophy and approach to portfolio construction in the following areas: equities, fixed-income, balanced and value.For their equity investments, LIM screens a broad universe of Canadian, US and international stocks in the search for undervalued securities. Investment decisions are based on a thorough financial assessment of corporations and their management teams to identify securities that are trading at a substantial discount to LIM's appraisal of their fair value. Their focus on cash flow in determining a company's valuation is based on the belief that free cash flow is the best currency to enable a company to grow.LIM's fixed-income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective. The firm's investment process begins with an economic overview, which allows them to develop a view on inflation. Based on their view of value and risk, they then determine the appropriate portfolio duration which reflects their long-term view of inflationary trends relative to the current level of interest rates and shape of the yield curve. LIM believes that real interest rates should be calculated using long-term inflationary expectations instead of the current rate of inflation. In searching for the best value opportunities in fixed-income markets, the firm considers both domestic and foreign securities. When they find better value opportunities in foreign markets, their preference is to eliminate foreign exchange risk through the use of hedging.The firm's balanced approach seeks to create long-term wealth with a value-based, risk-managed approach that is based on disciplined asset allocation and security selection. LIM's valuation and portfolio structuring process incorporates a 'top-down' approach to determine asset mix, and a 'bottom-up' process to individual security selection.

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Middlefield Capital Corp. focuses on the underwriting and selling of securities including common shares, preferred shares, partnership units and debt instruments.

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Connor, Clark & Lunn Private Capital's (CCL) Canadian Core Equities portfolio is comprised of publicly-traded Canadian stocks. The firm looks for companies with strong balance sheets, predictable growth and reasonable prices using a GARP style. The portfolio typically holds 30 to 40 stocks.Their Canadian Value Equities portfolio consists of Canadian stocks selected with a value style. They focus on companies with attractive prices in relation to their fundamental earnings outlook. Stocks are selected if their underlying value is not yet reflected in the stock's price. The portfolio typically holds 25 to 30 stocks.For their Canadian Small-Cap portfolio, CCL utilizes a growth investment style. The portfolio typically holds 50 to 75 stocks.CCL's Global Small-Cap Equities portfolio invests in non-Canadian small-cap companies that are selected using a core investment style. The portfolio typically holds between 40 and 60 stocks.The firm's International Equities portfolio is a concentrated portfolio of securities from the developed stocks markets outside North America. They employ a growth approach to identify companies that are attractively priced and are expected to deliver increased cash earnings. The portfolio typically holds up to 50 stocks.For US Equities, CCL builds a concentrated portfolio of large-cap US stocks. They use a value approach to identify companies that are attractively priced and are expected deliver increased cash earnings. The portfolio typically contains up to 50 stocks.CCL selects corporate and government bonds to maximize long-term return while protecting capital in times of rising interest rates. Their fixed-income investment process also incorporates active credit analysis of corporate bonds and allows for up to 100% commitment to the corporate bond market depending on market conditions.The firm's Canadian or US Money Market portfolio is a portfolio of high-quality short-term debt securities that seeks to provide safety of principal and liquidity. The term of the securities is less than 1 year and varies based on CCL's view of the interest rate environment. High-quality corporate issues are also included when priced attractively. Both strategies are employed to increase current yield while maintaining a focus on quality and liquidity.CCL's Short-Term Bond portfolio is a diversified portfolio of high-quality short-term fixed-income securities that seeks to maximize short-term return while protecting capital in times of rising interest rates. The investment process also incorporates active credit analysis of corporate bonds and allows for up to 100% commitment to the corporate bond market depending on market conditions.

Recent Transactions
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Chartwell Retirement Residences issued CAD Trust Units - Bought Deal

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Chartwell Retirement Residences purchases Lakeshore Place Retirement Residence

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Chartwell Retirement Residences purchases Stillwater Creek Retirement Community

Transaction Advisors

Advised onChartwell Retirement Residences purchases Castel Royale


Advised onChartwell Retirement Residences issued Common Units


Advised onChartwell Retirement Residences issued Common Units

Legal Advisor

Advised onHCP, Inc., Brookdale Senior Living, Inc. purchase CSH Master Care USA, Inc. from Chartwell Retirement Residences

Advisors & Consultants
Legal Advisor

New York Managing Partner at Osler, Hoskin & Harcourt LLP

Legal Advisor

Partner at Skadden, Arps, Slate, Meagher & Flom LLP

Legal Advisor

Partner at Borden Ladner Gervais LLP

Key Stats and Financials As of 2018
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Total Equity
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Ventas, Inc. Real Estate - Chicago, IL

Ventas, Inc. (NYSE: VTR), an S&P 500 company, is the leading seniors housing and healthcare real estate investment trust (REIT) in the United States, with a highly diversified portfolio of over 1,400 seniors housing and healthcare properties in 46 states, the District of Columbia and two Canadian provinces. Our balanced portfolio of high-quality assets boasts diversification across all key measures – geography, asset type, tenant/manager mix, revenue source and operating model. We are the largest owner of private pay seniors housing properties, and benefit from relationships with over 100 tenants and managers, including industry-leading tenants/managers such as Atria Senior Living Inc., Brookdale Senior Living, Inc. (NYSE: BKD), Kindred Healthcare, Inc. (NYSE: KND) and Sunrise Senior Living, Inc. (NYSE: SRZ). We also have a major national presence in the fast-growing medical office building (MOB) sector, owning or managing nearly 21 million square feet across our two leading platforms: Lillibridge Healthcare Services, Inc., a Ventas company, and Pacific Medical Buildings, our West Coast strategic partner. Almost all of our MOBs are located on campus, aligning us with over 60 leading health systems and hospitals. Our scale, portfolio diversification, best-in-class credit profile and financial strength, taken together, support our mission to deliver superior and reliable returns. From 2001-2011, our compound annual total shareholder return of 23.4% far outpaced both the healthcare REIT and the overall REIT indexes, and our total shareholder return was a remarkable 721.3%. Now, as one of the largest REITs in the United States, we are well positioned with the capital, relationships, management expertise and track record to take advantage of significant growth opportunities in the seniors housing and healthcare real estate industry, and to thrive in our next decade of transformation

Ontario Teachers' Pension Plan Board Pension Funds & Sovereign Wealth - Toronto, ON

The Ontario Teachers Pension Plan Board's (OTPP) investments are well-diversified across a mix of public and private Canadian and non-Canadian equities, inflation-sensitive investments, fixed-income securities and real assets (real estate and infrastructure). Risk is managed carefully to reflect the plan's maturity and to decrease risk tolerance, with emphasis on outperforming the markets in which they invest. OTPP's public equity investments include stock market indices, actively managed portfolios, relationship investing and long-term equities. They use indexed equity portfolios to maintain their asset-mix policy weighting. They also manage quant portfolios that invest in global stocks based on enhanced models that seek to identify strategies and stocks with the potential to outperform relevant indices. For equity index funds, OTPP invests entirely in equity-based derivatives. OTPP's actively managed equity investments include both internally and externally managed portfolios. The firm's internally managed active equity investments are selected using bottom-up analysis to identify and invest in undervalued stocks. The majority of their investments in public companies are managed internally. OTPP's fixed-income investments include core portfolios of Canadian bonds, Ontario debentures, provincial bonds, real-return bonds and inflation-linked bonds. OTPP gains exposure to energy, metals and agricultural products through a well-known commodities index. They invest in commodities as a hedge against the cost of paying inflation-protected pensions. OTPP invests mainly through swap agreements linked to the S&P GSCI Total Return Index. The index is heavily-weighted towards oil and gas. OTPP also invests in real assets such as real estate, infrastructure and timberland to generate returns that are linked to changes in inflation and act as a hedge against the cost of paying pensions.

Sienna Senior Living, Inc. Hospitals & Patient Services - Markham, ON

Leisureworld Senior Care Corporation is Canada’s fifth largest operator of seniors’ housing and the third largest long-term care (LTC) provider in Ontario. The Company owns and operates 27 LTC homes across Ontario, with 4,474 beds. It also owns and operates five retirement residences and one independent living home, representing 739 suites, in Ontario and British Columbia. Headquartered in Markham, Ontario, Leisureworld currently employs approximately 5,900 people. Leisureworld has been providing compassionate care, accommodation and services to Canadian seniors since 1972. Leisureworld subsidiaries include: Preferred Health Care Services, an accredited provider of professional nursing and personal support services and educational services, and Ontario Long Term Care, a provider of purchasing services, dietary, social work, and other regulated health professional services.

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