Archives: Company Profiles
Holds company profiles and specific data
Atkinson Foundation
The Atkinson Foundation is a private charitable foundation. Atkinson’s mission is to promote social and economic justice. Its strategic priority is decent work for people who earn the least in Ontario. As an advocate, funder and investor, Atkinson contributes to social movements seeking equitable employment standards, income security, workplace democracy, and social support. This contribution is informed by a deep commitment to racial and Indigenous justice.
Atkinson’s endowment is valued at approximately $100M. Its investment portfolio includes a mix of Global, US and Canadian equities, bonds and mission-related investments to generate financial returns and deliver positive social and environmental outcomes. Atkinson disperses 5.75% of its total net assets (on a two year rolling basis) through funding and other programs. It has an “open door” policy and receives inquiries about funding from registered charities and nonprofit organizations on an ongoing basis.
RPIA
RPIA is a specialized fixed income manager with expertise in actively managing corporate bond portfolios to add value for investors. Based in Toronto, RPIA has over 120 employees, including investment and risk management professionals who are responsible for managing our credit strategies. Over 15 years since our founding, we manage approximately $18 billion for a broad investor base of institutions, private clients, and investment advisors. RPIA is independent and privately owned, and principals and employees both have over $250 million invested alongside our clients.
Marie-Josee (MJ) Privyk
I providing information and advisory services to corporate sustainability reporting practitioners on a tight budget, to help them stay in the know and do their best work.
Kusum Sen
What makes us unique?
At Carte Wealth Management Inc. and Carte Risk Management Inc. we understand that clients place value in solutions, not products. Clients are seeking an advisor who they can trust to coordinate their financial needs into a cohesive financial plan. We will support you, whether you need full strategic planning services or if you just need us to open some doors.
Our management team is always just a phone call away. We believe that each and every representative relationship starts with great planning and an outstanding service-oriented infrastructure.
Carte Wealth Management Inc. is a mutual fund and exempt market products dealer in the provinces of Alberta, British Columbia and Ontario and a mutual fund dealer in the provinces of Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Prince Edward Island, Quebec and Saskatchewan, providing clients with mutual fund investment solutions.
Carte Risk Management Inc. is an insurance managing general agency licensed in the province of Ontario, providing clients with life insurance products and services as well as segregated fund investment solutions.
Scott Robertson
Middlefield Group
Middlefield is an independent asset management firm established in 1979 with a mission to deliver innovative investment solutions. Over the decades, we have developed a disciplined investment process designed to uncover compelling opportunities while carefully managing the risks that influence returns.
Our core business currently encompasses six equity income mandates—Real Estate, Healthcare, Innovation, Infrastructure, Energy, and Diversified Income—each reflecting our commitment to diversification and the growing importance of sustainability.
We offer a specialized suite of investment products tailored to both individual and institutional investors. These include Exchange-Traded Funds (ETFs), Mutual Funds, Split Share Corporations, Closed-End Funds listed on the Toronto and London Stock Exchanges, and Flow-Through Limited Partnerships.
Loïc DE CUPPER
SESAMm enables companies to extract critical insights from the internet with AI. We provide ESG, sentiment, and thematic analytics by analyzing over 20 billion articles and messages using natural language processing. Our clients are major private equity firms, asset managers, index providers and global corporations.
Eva Grant
Beutel, Goodman & Company Ltd. is a privately owned, independent Canadian investment manager. We are dedicated to creating long-term wealth for our institutional, private wealth and retail clients by helping them achieve their investment objectives.
Megan Wenckowski
Harvest Wealth is a trusted financial planning firm with deep roots in Nova Scotia. With over 100 years of combined experience, we’ve proudly supported families throughout the Annapolis Valley and other rural communities.
Our mission is to educate and empower individuals and families in all aspects of financial well-being. From retirement and insurance planning to tax strategies, business solutions, and estate planning—we offer a wide range of services tailored to your needs.
We’re passionate about seeing our communities thrive, and we believe real change starts with small, intentional steps. At Harvest Wealth, we walk alongside you to build a more secure and prosperous future.