Archives: Company Profiles
Holds company profiles and specific data
Emilie Bamard
WISE Trust
WISE Trust – Workplace Insurance and Safety Employee Trust – is the defined benefit pension plan for almost 10,000 active, deferred, and retired workplace insurance and safety employees of Ontario. Our mission is to deliver on the defined benefit pension promise to our members now, and into the future. Our core values – integrity, accountability, service excellence, inclusivity, and innovation – help us do what we do by guiding decisions we make and determining the partners we work with so that we can continue to find ways to strengthen the pension promise to our members.
Danielle Michaud
Jeffrey Greenfeld, CFP®, EPC, RIS
As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.
Evan Dinsmore
Independant Stock Broker. Owner/Founder of Anti Investments
Tom Wile
I coach financial advisors on having the RI conversation with clients and prospects. I advise on product recommendations, deliver presentations to advisors, the general public, prospects, clients… basically anyone who will listen.
Olga Bordatcheva (Kent)
Duncan Brownlee
Duncan Brownlee, MBA, CIM, RIAC
RBC DOMINION SECURITIES
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.