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.
Archives: Company Profiles
Holds company profiles and specific data
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.
Jean-Claude Sullivan
IMCO
The Investment Management Corporation of Ontario (IMCO) manages $90.7 billion of assets on behalf of its clients. IMCO’s mandate is to provide broader public sector institutions with investment management services, including portfolio construction advice, better access to a diverse range of asset classes and sophisticated risk management capabilities. IMCO is an independent organization, operating at arm’s length from government and guided by a highly experienced and professional Board of Directors.
CFA Society Toronto
Founded in 1936, CFA Society Toronto is part of the worldwide network of CFA Institute member societies that lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. CFA Society Toronto represents the interests of over 11,000 investment professionals in the Greater Toronto Area through advocacy, education, events, and professional development.
Concordia University Inter-generational Fund
Hal Simonson
With my team of five licensed associate advisors and admin staff we provide ethical financial planning and responsible investing advice to clients in Alberta, BC, and Ontario with over $500,000 to invest.