Insurance and investment services, specialized in SRI since 2012.
Archives: Company Profiles
Holds company profiles and specific data
Guardian Capital LP
Guardian Capital LP is the manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of asset classes, geographic regions and specialty mandates. Additionally, Guardian Capital LP manages portfolios for institutional clients such as defined benefit and defined contribution pension plans, insurance companies, foundations, endowments and investment funds. Guardian Capital LP is a wholly owned subsidiary of Guardian Capital Group Limited and the successor to its original investment management business, which was founded in 1962.
University Pension Plan
University Pension Plan is a new jointly sponsored defined benefit pension plan (JSPP) that encompasses the assets and liabilities of existing single employer pension plans at Queen’s University, the University of Guelph and the University of Toronto.
At inception, UPP is expected to serve more than 35,500 members and manage assets of roughly $10.7 billion. It will, over time, serve other universities and their eligible employees who wish to join.
John F Brown
Lynn Whetham
As a financial educator and consultant , Lynn helps socially conscious people make values-based investment and philanthropic decisions that allow them to make a far bigger impact than they ever thought possible. As author of Retire Abundantly and host of Mindful Money Management radio show, thousands around the world have been motivated to make a difference. By helping Canadians multiply thier influence Lynn and her team have shown Canadians how to redirect more than $10 million of thier social Capital (also known as taxes) to causes they care about and it is their goal to make it $100 million.
Nahanni Ackroyd
Wonder if you can ever buy a home?
Hope to retire one day or improve your retirement?
Experienced a life change that significantly impacts your finances, positively or negatively?
Receiving disability benefits and wonder if that’s all there is?
You likely have questions.
That’s where I come in. I listen. I ask questions. By clarifying your goals, wants, needs, and resources, I create an individualized financial plan to help you achieve your vision.
Want to see what you can achieve financially? You may be surprised!
Cypress Capital Management
SLC Management
SLC Management is the institutional asset management business of Sun Life Financial Inc. (“Sun Life”), a large global financial services organization. SLC Management has $303bn* in global assets under management across a continuum of public and private fixed income, real estate and infrastructure.
SLC Management has grown through a combination of organic and acquisitive growth. We offer our platform of solutions through our four affiliated firms:
1. Sun Life Capital Management specializes in investment grade public and private fixed income strategies;
2. Crescent Capital Group specializes in below investment grade public and private fixed income strategies;
3. BentallGreenOak offers global real estate equity and debt investment strategies; and
4. InfraRed Capital Partners is a leader in global infrastructure equity investments.
Our focus is on yield orientated asset classes as we support our clients in meeting their future financial obligations. We have a solutions mindset and work closely with clients and consultants to diagnose and solve their investment challenges through highly customized solutions across our platform.
SLC Management plays an important role in advancing sustainable investing for Sun Life and on behalf of all our clients through its ESG program. SLC Management’s sustainable investment program focuses on deep analysis with a heightened awareness of non-financial risks. The depth of our analysis allows us to effectively identify and manage a wider range of sustainability risks in our investment portfolios, and equally important, to identify and invest in new sustainable investment opportunities to achieve higher returns.
For more information, please visit https://www.slcmanagement.com
*Combined assets of SLC Management affiliates, total AUM includes approximately $12B in cash, other and InfraRed real estate as of December 31, 2020.