W.C. Kitchen Family Foundation is a private family foundation with a granting focus on greater Toronto area youth at risk, and conservation projects in Ontario and B.C.
Archives: Company Profiles
Holds company profiles and specific data
SEI Investments
SEI’s Institutional Group is one of the first and largest global providers of outsourced chief investment officer (OCIO) services. The company delivers integrated nonprofit, healthcare and retirement solutions to more than 480 institutional clients with $115 billion of asset under management. SEI’s solutions are customized to help clients meet financial objectives, reduce business risk and fulfill their due diligence requirements through implemented strategies for the management of defined benefit plans, defined contribution plans, endowments, foundations and board-designated funds.
Emile Lavergne
Delphi is part of a constellation of organizations that includes GLOBE Series, the EXCEL Partnership and Leading Change.
Delphi offers a range of consulting services weaving together profit and the environment, with expertise in the fields of corporate sustainability, climate change, the green economy, and cleantech and innovation.
Juliane Goyette
I am here to help you meet your financial objectives and believe in responsible investing. We feel our personal service makes the difference – let us help you organize your personal investment portfolio.
Riverwalk Wealth / Investia is a registered Mutual Fund Dealer offering you access to more than 100 of Canada’s top investment management companies. Riverwalk Wealth – Newmarket offers investors a network of experience, professional financial consultants and a broad range of quality products and services.
Our diverse range of products include:
• Guaranteed Investment Certificates
• Term Deposits
• Mutual Funds
• RRSPs and RESPs
• RRIFs and LIFs
• Tax Free Savings Accounts (TFSA’s)
• Monthly Savings Plans
We bring to the financial industry a unique blend of personal service and investment options. We welcome you and look forward to working with you to meet your financial goals.
Joss Biggins
Andrew Bradshaw, CFP®, CIM, RIAC, MFA-P®
We believe in the ownership of profitable businesses. We help clients achieve financial independence by investing in these businesses. We screen for socially responsible companies and help clients invest in these companies.
We work with clients in developing personal financial plans, with a specific focus on minimizing taxes, planning for your children’s education, saving for retirement and organizing the succession of your estate.
Our goal is to help you identify and quantify your financial goals, develop and implement strategies to reach your goals, monitor and adjust your investments to keep you on track.
Craig Webster
Jonathan Bolduc
Depuis près de 20 ans, je suis un conseiller en placement au sein du Groupe Ouellet Bolduc, une équipe de Valeurs mobilières Desjardins. Nous sommes fiers de gérer près de 1 milliard d’actifs grâce à une équipe composée d’une quinzaine de personnes réparties dans les différentes régions de la belle province du Québec (Rimouski, Gaspésie, Québec, Montréal). Notre style de gestion valeur mise sur la sélection de titres de grande capitalisation de qualité.
En plus d’accompagner nos clients dans l’atteinte de leurs objectifs financiers, nous prônons l’adoption de saines habitudes de vie par l’intermédiaire d’une implication active dans des activités caritatives comme le défi Pierre Lavoie. En effet, nous cherchons à sensibiliser les gens à l’importance de demeurer actifs pour leur bien-être physique et moral améliorant du coup leur qualité de vie.
C’est pourquoi nous avons décidé de créer un nouveau mandat de gestion ESG qui combine notre expertise financière à notre souci d’avoir un impact sur nos clients et les générations futures. Grâce à la collaboration de notre partenaire Vigeo Eiris, nous offrons une solution qui va contribuer à faire une différence.