Archives: Company Profiles
Holds company profiles and specific data
Valerie Hazelton
Valerie can help you determine what financial well-being means for you and build a personalized action plan to help you achieve what’s important in your life.
Whether it be investing sustainably, generating income for life or building a wealth legacy, Valerie will help turn your goals into accomplishments.
Alexander Toth
As an Investment Advisor with RBC Dominion Securities, Alex Toth provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of the University of British Columbia, Alex obtained a Bachelor of Arts with focuses in Economics and Psychology. A firm believer in ongoing education, he has acquired the advanced industry designations of Chartered Investment Managed (CIM) and is in the process of pursuing the Certified Financial Planner (CFP) designation.
Alex draws on his expert knowledge and years of experience, including previous positions in banking and asset management, to develop comprehensive wealth management solutions for his clients. Alex’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
T. Rowe Price Canada
T. Rowe Price offers Canadian clients investment strategies across a wide range of global and regional equity and fixed income asset classes. Our active management approach is based on rigorous fundamental research, drawing insights from a deeply resourced, centralized research platform with analysts located in key global markets. Our portfolios are managed with a long-term view, focusing attention on qualitative and quantitative risk factors, and integrating ESG factors from our proprietary modelling of over 15,000 companies. Our collaborative culture enables independent thinking and diversified perspectives, which helps our professionals to identify unique and attractive investment opportunities for our clients.
Matthew Robertson
Sameer Azam
With over 19 years of experience in the Wealth Management industry, I have determined that there is no quick route to financial success. It takes hard work, commitment, and dedication to a plan. This is where my passion, expertise, and in-depth financial knowledge can benefit you!
I firmly believe that you should have a trusted advisor throughout all of your important life transitions. Utilizing knowledge through my education and experience, I offer a personalized holistic and comprehensive approach that integrates sound financial planning, efficient tax structuring and multi-faceted investment management that translates into unrelenting focus on your success. Moreover, to ensure a coordinated overall strategy, we work with your bank, accountants, and legal advisors with your approval. If you require an introduction, I will be glad to offer you access to our extensive network of professionals.
Being a Portfolio Manager with the leading wealth management firm in Canada, I am confident in my ability to go above and beyond investment advice to address the wide range of concerns related to our clients’ financial and life goals.
Alquity
Alquity is an asset management business with some of the highest rated ESG/Impact credentials in the industry for their EM, Asia, India and Global Impact Equity Funds. Further, they uniquely connect investors to their investments and social progress in order to deliver better financial outcomes for all. Our investments target attractive returns across the globe, through portfolios that play long-term themes via transparent companies, with effective management who are aligned with shareholders.
Alquity funds are therefore responsible by construction, targeting consistent out-performance whilst contributing to long-term growth. This philosophy resonates across the broader business; we encourage fund manager engagement and are happy to share our analysis.
Further, at the corporate level we reinforce that social progress should drive financial success by donating a proportion of our management fees to development projects in the regions in which we invest and have created over 70,000 jobs to date for those who otherwise would be left in poverty. In this way, our business aligns the values of investors, employees, holdings and communities.
We believe these shared values are key to achieving enduring financial success.
Peter Kenny
Richardson Wealth
Richardson Wealth is one of the largest independent wealth management firms in Canada, with 157 advisor teams and 22 offices across the country. The firm’s advisor teams are focused exclusively on providing strategic wealth advice and innovative investment solutions customized for high net worth or ultra-high net worth families and entrepreneurs. Its parent company is RF Capital Group Inc., which is listed on the TSX under the symbol RCG.
The Company is committed to maintaining exceptional fiduciary standards and has earned certification – determined annually – from the Centre for Fiduciary Excellence for its Separately Managed and Portfolio Management Account platforms. Richardson Wealth has also been recognized as a Great Place to Work®, a Best Workplace for Women, a Best Workplace in Canada and Ontario, a Best Workplace for Mental Wellness, for Financial Services an Insurance, and for Hybrid Work.
Lucas Cerqueira
We are a team of financial professionals with 60 years of experience helping members meet their financial goals. We are committed to consistently providing an exceptional level of service. Our substantial practice continues to grow, as does our expertise in financial planning and insurance protection services.