Greg is an award-winning Financial Advisor who has served clients across Canada from the small community of Woodstock, NB for the past 30 years. He is well-known for his support of social causes and the community, as well as his prudent and responsible approach to investing. His practice has grown over the years through word-of-mouth and referrals. He is a founding member of Green Economy New Brunswick. He holds the following designations: BBA,CFP,FMA,CPCA,RIAC,FCSI.
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Elizabeth Hurly
Hurly Wealth Advisory of Raymond James Ltd., is a broadly resourced, boutique style service for select clients in Canada and the U.S., with a focus on responsible investing.
We partner with executives, professionals, high-net-worth individuals and their families, who are looking for solutions to their complex financial needs. We take pride in offering you independent and individualized investment advice and financial planning.
Together, our process is one of discovery, in which we refine and co-create strategies for your financial success, by leveraging the first-class resources of Raymond James, and our own extensive network of professionals. Providing sound financial stewardship to you is a key strength that we offer.
By working with us, you will gain a better understanding of your present situation and the vision, guidance, and support you want, to make informed decisions for your future.
Dr. Philip Ng
Philip has over 30 years of experience in direct investments and private equity fund investments in China and North Asia. He is passionate about leveraging data and new technologies to build sustainable businesses. In addition, he strives to make a positive impact on society. He volunteers for zero carbon and circular economy projects and promotes STEM/STEAM education in his free time.
Stephen Bain
Thomas Ogilwy BA. PFP, QAFP, RIS
Wealth preservation is the basis for all my investment decisions, but I also incorporate Tax efficient investing knowing it is not what you make but what you keep that matters.
Creating a plan is essential to accomplishing any endeavor. Whether it is a comprehensive financial plan, a retirement plan or an investment plan to provide for your family I work with clients to create proposals that ensure their goals are achieved.
Having invested in renewable energy for decades it made sense to complete my Responsible Investing Specialist (RIS) designation from the Responsible Investing Association and thus I’m comfortable building individualized fossil free and socially responsible portfolios for my clients and members.
I am an investment advisor and financial planner with 15 years experience. From CSI I hold the Personal Financial Planner (PFP) designation as well as the Qualified Associate Financial Planner (QAFP) from FP Canada. I’m currently a member of the Responsible Investing Association, the Canadian Institute of Financial Planning as well as FP Canada. Through these affiliations I am constantly upgrading my knowledge with seminars and courses.
As a securities-licensed advisor with Aligned Capital Partners, I can provide a broad range of investment solutions including stocks, bonds, alternative investments, Exchange Traded Funds, and mutual funds on a fee-based platform matching a cost structure to suit your requirements.
Serving the Toronto GTA region and willing to travel for meetings.
Lucie et Andre Chagnon Foundation
Our mission is to prevent poverty by helping to create conditions that will enable all young people living in Québec to develop their full potential. To fulfill this mission, we provide long-term support for organizations and networks that are working together to improve their capacity to develop sustainable initiatives aimed at advancing those conditions.
Connor, Clark, & Lunn Financial Group Ltd.
Connor, Clark & Lunn Financial Group Ltd. provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors.
With roots dating back to 1982, the firm has grown to become one of Canada’s largest privately owned asset management firms. Our affiliate teams collectively manage over $133 billion in assets from offices located across Canada and in New York, Chicago and London.
We recognize that long-term client satisfaction and business success depends on our ability to attract, motivate and retain investment talent. We are organized as a multi-boutique in the belief that smaller tightly focused operating units are the most effective means of attracting high quality individuals and establishing a suitable long-term alignment of interests.
We bring significant scale and expertise to the delivery of non-investment management functions through the centralization of all operational and distribution functions, allowing our talented investment managers to focus on what they do best.
Richard Nickerson
Joshua Henson
“I relate financial concepts in an easy to
understand way, so that members
feel absolutely confident about their
wealth strategy.” Joshua brings over
20 years’ experience as a financial
advisor, commercial account manager,
financial planner, agriculture account
manager, and mortgage specialist to
ACU. This varied background gives
him distinctive insights that allow him
to not only design comprehensive
financial strategies, but to make
tactical adjustments along the way.
He’s excited about working with the
members of ACU and appreciates
Assiniboine’s focus on the environment
and on social responsibility.
BlackRock
BlackRock manages $9.5 trillion of assets on behalf of diverse clients around the world. We dedicate ourselves, as a fiduciary, to protecting and growing the value of our clients’ assets over the long-term. That includes a focus on sustainability.