Archives: Company Profiles
Holds company profiles and specific data
Maryana Sokolyuk
We are Maryana Sokolyuk Group, a group of advisors offering sustainable financial strategies for high net worth investors. Our team specializes in integrated wealth management, providing discretionary portfolio management along with tax and estate strategies. Our inclusive consulting approach is designed to meet the objectives of both the couple and each individual, including tax and business requirements. In other words, we manage your entire family’s wealth to cover the needs of every generation.
Our investment style is focused on asset growth and conservation, avoiding speculative trends. Our group’s members all share the same strong commitment to sustainable finance. For us, responsible investing is not simply a new fad, it’s a paradigm that’s here to stay. We know how to manage risks related to climate change and our investment approach follows the principles of sustainable development. Because we believe it is possible to grow your portfolio while leaving a positive legacy for future generations!
MISSION
To help our clients achieve their life goals through integrated wealth management and sustainable investment, while building trusting relationships that redefine their outlook on financial planning.
Forum Asset Management Inc.
Founded in 1996, Forum Asset Management Inc. is an alternative investment management and principal investment firm dedicated to achieving extraordinary outcomes for its stakeholders through a wide array of investment strategies including real estate, private equity, and infrastructure. For over 25 years, Forum has delivered a cumulative return on invested capital in the top 1% of Canadian alternative asset managers and oversees approximately CAD $1.7 billion in AUM.
Forum understands the importance of long-term responsible investing and the impact that its investment decisions have on the environment, surrounding communities, and society at large. We are dedicated to creating and implementing an environmental, social, and governance (ESG) strategy that can be integrated into each aspect of our investment decision-making process.
Fundata Canada Inc.
In all areas of our business, from raw data feeds to hosted web solutions, our goal is to develop strong, long term client relationships and to become a trusted business partner for our clients.
In addition to our commitment to delivering the most timely and accurate information possible, we are committed to being a flexible and reliable business partner.
Matt Sebesten
TD Asset Management
TD Asset Management Inc. (TDAM), a member of TD Bank Group, is a Canadian investment management firm with a growing global presence. Bringing together three decades of investment experience, our broad selection of strategies and solutions includes fundamental equities, quantitative and passive equities, fixed income across the credit quality spectrum and alternatives, such as private credit, infrastructure and real estate. TDAM offers institutional investment solutions to corporations, pension funds, endowments and foundations, sovereign wealth funds and superannuation funds, among others. Additionally, TDAM manages assets on behalf of millions of retail investors and offers a broadly diversified suite of investment solutions including mutual funds, exchange-traded funds and professionally managed portfolios. TDAM is committed to being exceptional for our clients:
- Depth of Experience: Over 35 years of multi-disciplinary investment experience across a breadth of capabilities, drawing on the expertise of over 330 investment professionals to build disciplined portfolios that aim to meet our clients’ needs
- Disciplined Risk Management: Risk management is at the core of everything we do. We have a large and dedicated risk management team with a disciplined and objective research process with a focus on thorough analysis of company and industry fundamentals.
- Committed Environmental, Social and Governance (ESG) Approach: We have a dedicated Sustainable Investment team and participate in numerous industry initiatives, including Climate Action 100+ among others.
Asset management businesses at TD manage $532 billion in assets. Aggregate statistics as of March 31, 2026 for TDAM and Epoch Investment Partners, Inc. TDAM operates in Canada and Epoch Investment Partners, Inc. operates in the United States. Both entities are affiliates and are wholly-owned subsidiaries of The Toronto-Dominion Bank.
Ryan Cramp
Pat Wah Patrick Lim
1. ESG research:
2. Evaluation of sustainability projects
3.Corporate development and investor relationship consultancy services