I work with Professional Women who want to have an impact in the world. Who want to understand how they can plan, invest and build wealth in a way that is ecological. After over 3 decade in the Financial Services business with Women and Families I have seen 1000’s benefit from creating a strong Life and Financial Plan. I see the process as self care. What makes me unique is that I use my Certifications in Coaching, Time Line Therapy® and Hypnotherapy to assist clients in releasing old money beliefs and patterns, so that they can rewrite their Money Story to one of confidence leading them to further success. I offer Coaching, Financial Planning, Investment Plans and Insurance. I make your experience not only educational but comfortable, like sitting down wrapped in a warm blanket with a cup of your favourite beverage. I believe working in partnership with my clients, it is your money, your future lets make it the best one it can be. Create a Life you never want to retire from.
Archives: Company Profiles
Holds company profiles and specific data
Stephane Morteau
Mission and Value:
Simplicity | Listening | Solution
Our mission is to listen to you, explain financial concepts in plain language and develop strategies and solutions suited to your needs.
I have been working in the financial industry since 1988 and I have been a mortgage broker with Hypotheca, Agence Hypothécaire Inc. since 2001.
My team and I will revise your customized plan on an ongoing basis to help you meet your life goals. This is an ever-evolving process, because life is a unique adventure.
“Hope is not a strategy…”
Jeffrey Yopyk
My passion is education; my goal with each meeting is to teach you something new about the financial industry. Making sure you understand your options before making an informed decision is what I do. I understand there is no “one-size-fits-all” approach to financial planning, so I provide recommendations customized to your unique situation.
Trevor Wright
I am an insurance and investment advisor.
What you see is what you get.
Shorts, sandals, dad jokes are what I am made of, but when it comes down to business the serious face comes on and you know what you are going to get and that is the inspiration to get you to where you want to go.
My methods may be out of sorts with Bay Street advisors and that is because I am not a Bay Street advisor. I may use Bay Street advisor tools in the same way many carpenters use Estwing Hammers, however we craft things differently.
Fred Schwed wrote a book many years ago called ‘Where Are the Customers’ Yachts?’ about greed on Wall Street. I wonder about the same question often, when I hear about people who have lost money, or are paying too much, or haven’t heard from their advisor and yet their advisor is living in a million dollar home, driving an expensive car, golfing twice a week, and can never return phone calls, all while the client struggles to put $200 per month away to save for their ‘retirement’ because that is what their advisor said they need to do…and that was nine years ago when they last met with them.
This is what Wright Wealth does differently. That is what I do differently.
Support local businesses. Support environmental initiatives.
Support small businesses globally. Support those who need support.
Be Inspirational.
If the table isn’t big enough, don’t turn someone away. Make a bigger table.
This is financial wellness done differently
PRI
The PRI is the world’s leading proponent of responsible investment. It works:
to understand the investment implications of environmental, social and governance (ESG) factors;
to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.
The PRI acts in the long-term interests:
of its signatories;
of the financial markets and economies in which they operate and ultimately of the environment and society as a whole.
The PRI is truly independent. It encourages investors to use responsible investment to enhance returns and better manage risks, but does not operate for its own profit; it engages with global policymakers but is not associated with any government; it is supported by, but not part of, the United Nations.
Joanne Shaw
As a Certified Financial Planner (CFP) I take a wholistic approach to financial planning. I offer a consultative approach to investment and insurance products which will move clients towards their financial goals. I am very pleased to offer investment solutions that also support a sustainable world. I offer an initial free 1/2 hour consultation for anyone seeking a second opinion on their investments or just seeking financial knowledge.
MICA Cabinets de services financiers
MICA est une entreprise familiale aux ambitions sans limites qui brille par sa croissance dans l’industrie des services financiers. Reconnu pour l’excellence de son service-conseil, son éthique professionnelle, son accompagnement sur mesure et son environnement chaleureux, MICA attire les meilleurs conseillers financiers indépendants de partout au Québec.
Chez nous, chacun se dévoue vers l’atteinte d’un objectif commun : être les meilleurs pour offrir le meilleur.
MICA est une entreprise de proximité, où les liens qui sont tissés sont solides. Chez nous, le plaisir va bien au-delà des affaires! Nous choisissons de travailler avec des gens qui nous ressemblent et qui partagent la même passion pour la profession. Guidée par des valeurs profondément humaines, MICA vise sa pérennité en privilégiant la qualité versus la quantité, en misant sur les relations durables.
MICA offre un soutien inégalé à sa force de vente sur de nombreux aspects de leur pratique. Nous mettons nos efforts et ressources à disposition du conseiller pour lui permettre de se concentrer sur ce qui compte vraiment : les intérêts et le bien-être de ses clients pour permettre l’établissement d’une relation de confiance durable.
MICA défie constamment le statu quo pour accroître les opportunités d’affaires et se positionner comme étant le Family Office par excellence des conseillers indépendants au Québec.
Notre offre 360 degrés
• Planification financière
• Assurances de personnes
• Épargne et investissement
• Courtage hypothécaire
• Assurance collective et Régime de retraite
• Gestion privée de patrimoine
Aujourd’hui, MICA gère un actif de plus de 4,3 milliards de dollars et a plus de 85 millions de dollars de prime d’assurance en vigueur, suscitant la confiance de 35 000 épargnants, l’engouement des meilleurs conseillers de l’industrie et l’attention du monde des affaires.
AU TOP en 2020!
MICA trône Palmarès des cabinets multidisciplinaires du Journal Finance & Investissement depuis les 13e dernières années.
MICA se taille une place au 408e rang des lauréats de la prestigieuse liste 2020 du Growth 500, réunissant les entreprises les plus prospères, les plus dynamiques et les plus importantes du pays, pour une 7e fois.
Craig Golightly
Queen’s University Alternative Assets Fund
Student-directed portfolio of hedge funds / alternative strategies managing funds endowed to Queen’s University.
Contact us at quaaf@queensu.ca
Contact our Head of Sustainable Investing at jaime.espinosa@queensu.ca
Contact our Business Development team at alexander.banh@queensu.ca
Ebenezer Arthur
Ebenezer Arthur is a Venture Partner at BKR Capital, where he leads ecosystem building. He has served on the Advisory Board and Selection Committee of BKR Capital since its inception.
He is also the Founder and Managing Director of Wangara Green Ventures, an impact investment company in Ghana, with catalytic capital from the World Bank, the Dutch Good Growth Fund (DGGF) and the Ghana Venture Capital Trust Fund (VCTF). Wangara aims to catalyse the growth of the green economy in Africa by providing green businesses with patient capital and technical assistance.
He has more than 15 years of experience in impact investing, climate finance and enterprise support, management consulting, and financial services. He co-founded Innohub, one of the leading business accelerators in Ghana, which has managed several programs for development agencies, including the Ghana Climate Venture Facility and the Ghana Tech Lab, funded by the World Bank.
Ebenezer previously worked with EY, where he provided advisory services to companies across West Africa in various industries, including the financial services, insurance, and extractive industries. He also worked in the financial services industry and started his banking career with Zenith Bank.
He has an MBA and a Certificate in Climate Change (Financial Risks and Opportunities) from Imperial College London. He also holds the Responsible Investment Professional Certification from the Responsible Investment Association of Canada and is an alumnus of the Oxford Impact Investing Program. His first degree was in Computer Engineering from the Kwame Nkrumah University of Science and Technology (KNUST).
Ebenezer has attended the Small-Cap SME Mezzanine Finance Masterclass (DGGF) and the SME Ventures Fund Manager Training Program (IFC and I&P). He is a certified trainer of the ANDE Investment Manager Training program which covers climate and gender lens investing. He has trained investment managers in both East and West Africa.
Ebenezer is passionate about building impact investing ecosystems. In the pursuit of this, he served on the Fund of Funds Working Group of Impact Investing Ghana (IIGh) and the Executive Committee of the Ghana Venture Capital and Private Equity Association (GVCA). He currently serves on the Business Development Committee of the Canada Forum for Impact Investing and International Development (CAFIID).
He is a 2019 Aspen Ideas Fellow and participated in the 2023 Climate Leadership Program by the Atlantic Council.