Archives: Company Profiles

Holds company profiles and specific data

MD Financial Management Inc.

With more than 50 years of physician-focused experience, MD Financial Management Inc. (MD) is dedicated to providing financial peace of mind to Canada’s physicians and their families, so they can enjoy what matters most to them while achieving their career and life goals. MD Management Limited was the first of the MD Group of Companies to be founded, in 1969. MD Financial Management Inc. wholly owns or has a majority interest in the MD Group of Companies. It provides financial products and services, is the fund manager for the MD Family of Funds and offers investment counselling services.

Dynamic Funds

At Dynamic Funds, we are firmly committed to enriching clients’ financial futures with outstanding investment solutions, delivered in partnership with comprehensive wealth advice.

To fulfill that purpose, we consider ESG factors throughout our business to deliver long-term value to our clients. This includes active engagement with a wide range of stakeholders, deep in-house research, active involvement from our portfolio managers, dedicated oversight from our ESG Investment Committee, the launch of dedicated responsible investment solutions, and examining our own corporate social responsibility practices.

Montrusco Bolton Investments Inc.

Montrusco Bolton Investments Inc. is a Canadian boutique asset manager, firmly established with roots tracing back to 1946, with approximately CAD 9.4 billion in assets under management as of December 31, 2021. Montrusco Bolton has an entrepreneurial culture with long-term strategic partners, a robust infrastructure and a sound governance, as well as a diversified investment offering. The company is privately owned and independent with more than 100 institutional clients in North America, Europe and Asia. Montrusco Bolton has been a signatory of the Principles for Responsible Investments inc.

Clear Skies Investment Management

Clear Skies Investment Management Inc. invests in companies with purpose-driven business models that support the UN Sustainable Development Goals. We are an impact investment firm committed to creating value for our investors and stakeholders. Our teams screen and assess investments using an impact radar created in-house to reflect our clients’ values, as well as to ensure that capital reaches the companies at the forefront of creating a sustainable economic system that enables positive impact on the environment and society.

Lazard Asset Management

Lazard serves investors around the world with a broad range of global investment solutions and investment management services. We have built the business over decades with an emphasis on strategies that benefit from intensive research and active management. The result is a strong pattern of long-term performance, global perspective and deep insight into local markets.

On-the-ground, global fundamental research is the foundation of our investment approach. Our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.

We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our teams to focus on what we do best: invest your capital.

Risk management is integral to our portfolio construction. Our independent global risk management team provide objective monitoring of all our portfolios to ensure our investment teams understand the balance of risk and return and our investment strategies deliver their expected pattern of performance.

ESG considerations, including a company’s governance policies and board structure, environmental practices, and labor policies, can affect a security’s valuation and financial performance. Therefore, our investment professionals integrate ESG analysis into their research and decision-making processes.