Au-delà de la finance!
I have been part of the wonderful team at GFM Groupe Financier since it was created in 1996. At GFM Groupe Financier, we aim to be the leading independent financial services firm in Eastern Canada by focusing on our expertise and know-how, our attentiveness and understanding of our clients’ needs, and quality of life in business.
The firm’s values—integrity, proficiency, collaboration, and family—inform our interactions with clients and colleagues. Our clients are front and centre in our activities, and we implement solutions in line with their financial situation, their needs, and their goals. GFM has a Sustainable Development Policy to wich all each members subcribe.
In this regard, it’s important that our clients be able to invest in companies that uphold values of social responsibility and sustainability. As a Financial Planner (IQPF) and member of the Ordre des Administrateurs Agréés du Québec (Adm.A,), I want my clients to succeed and I believe that responsible investment contributes positively to financial performance as well as enhancing civic engagement.
I do my part by getting involved on a volunteer basis with various community organizations that are close to my heart: Cité de l’Or mining museum, Val-d’Or Hospital foundation, our regional sports and recreation organization, Val-d’Or Chamber of Commerce, the City of Val-d’Or’s 75th anniversary, the Val-d’Or Foreurs hockey team, and, more recently, a wine fair to benefit the local centre for advanced studies. I also contribute to my community’s vitality by providing financial support to youth outreach initiatives and projects to promote physical activity.
Daniel Massé and GFM Groupe Financier: Au-delà de la finance!
Founded on October 12, 1999, FÉRIQUE Fund Management (www.ferique.com) is the manager of the FÉRIQUE Funds, launched in 1974 by the Ordre des ingénieurs du Québec. It is the only non- profit mutual fund company in Canada whose sole purpose is to serve the interests of engineers, engineering graduates and their families. The firm offers 10 mutual funds and 5 portfolios diversified across all asset classes. The management of the Funds is entrusted to renowned investment firms, handpicked by FÉRIQUE Fund Management based on their asset class expertise. FÉRIQUE Funds have more than $2.8 billion in assets under management and close to 22,000 unitholders as of March 31, 2019.
I bring my clients peace of mind by taking them through the financial planning process to establish the lifestyle they want to have in retirement. I work with the client to implement a strategy that will allow them to reach their financial goals.
Responsible for business development and client service for Eastern Canada.
At Ninepoint Institutional Partners we work with Canadian Pension Plans, Foundations, Endowments, Insurance Companies, Family Offices, and other institutional investors to provide objective, comprehensive investment management solutions from around the globe.
We seek to understand the issues that plans face and we discuss the options and combinations that make an effective solution. With exposure to many plans over the years, we can provide perspective on how similar plans have approached similar problems. As a team, we have a long track-record of working with investment managers in the alternative income, real assets, and diversified core spaces.
Steve has practised corporate and securities law throughout his career at major law firms in New York and Toronto, took a working sabbatical in 1998 as a principal at private equity firm Royal Bank Equity Partners and since 1999 has been a partner at Fasken, a 900 lawyer international law firm. Steve co-founded Fasken’s ESG & Sustainability group and spends substantial time advising on ESG matters.
Steve also is the Chair, ESG at Middlefield, a Canadian investment manager.
From 2011 to 2018 Steve was the Executive Director of the Canadian Coalition for Good Governance (CCGG), whose members are institutional investors across Canada which collectively manage over $5 trillion of assets. As Executive Director of CCGG, Steve created and debated public policy positions in relation to ESG issues and led over 85 ESG engagement meetings between CCGG and directors of public companies across Canada. The Directors’ E&S Guidebook was the final publication issued by CCGG during Steve’s tenure.
Steve has spoken and written widely and has been interviewed by television, radio and newspaper reporters on numerous ESG topics. The press have called Steve’s writing “insightful” and “prescient” and have referred to Steve as “a leading governance expert”, “a leading practitioner in the Canadian fund industry” and one of “Canada’s top M&A attorneys”. Global Proxy Watch named Steve one of the “10 people around the world who have had the most impact on corporate governance” in 2016.
Steve is a director of the RIA and a director and past President of the Harvard Business School Club of Toronto and was the inaugural Co-Chair of the Global Network of Investor Associations. He also is a member of the Institute of Corporate Directors and the Global Stewardship Committee (and prior thereto the Shareholder Rights Committee) of the International Corporate Governance Network.
Steve is a member of the New York and Ontario bars. He has law degrees from University of Toronto and New York University, an M.B.A. from Harvard University, the Responsible Investment Professional Certification from the RIA and the certificate in Sustainable Capitalism & ESG from UC Berkeley Law.
York is committed to giving a broad demographic of students access to a high quality, research-intensive learning environment committed to the public good. At York U, our campuses are alive with the vibrancy of Canada’s largest and most exciting city. We are a welcoming and inclusive community, and a leader in providing 200+ collaboration opportunities and tools that set our students up for success from day one.
Responsibility. Sustainability. Good governance. These are not just words but the backbone of my practice. With 35 years of experience, I have been building portfolios that have focused on responsible investing practices for most of my career.
Federated Investors and Hermes Investment Management have rebranded as Federated Hermes on January 31, 2020, strengthening the companies’ position as a leader in active, responsible investing. Together we are a US$575billion global asset manager focused on delivering world-class responsible investing and engagement services to our clients.
Each firm has a history of putting clients first and delivering sustainable, long-term performance and we believe the combination of our businesses will enable us to deliver a fuller range of investment solutions and drive both performance and positive outcomes for our clients.
Since 2018, when Federated acquired a majority interest in Hermes, our businesses have worked closely together and this change in our name reflects our commitment to offering a broad range of investment strategies and solutions to our clients globally – all predicated on the belief that responsible investing is the best way to deliver sustainable returns for our clients.
Hermes has been at the forefront of corporate governance and responsible investing, and we helped draft the Principles for Responsible Investment (PRI) as one of its founding signatories. Hermes is also a leading stewardship provider with a focus on achieving positive change. Our dedicated EOS team of engagement and voting specialists enables pension funds and other longer-term institutional investors to achieve their fiduciary responsibilities and be more active owners of companies.
Our public markets proficiency includes high active share equities, specialist credit and multi asset while our private markets expertise includes real estate, infrastructure, private equity and private debt.
For more information, visit www.federatedhermes.com
Whether you are just starting your career or in full swing of retirement, Kristel feels that it is very important for everyone to have access to financial advice and expertise. With over 15 years of financial industry experience and over five years of Financial Planning experience, she has extensive knowledge of all aspects of a client’s financial well-being. She focuses a great deal of energy on effective financial planning and is also fully licensed to endorse mutual funds and provide need-based Life and Health Insurance solutions. She specializes in socially responsible investment products. She continues to strive to provide all of her clients with every facet of financial planning to help them obtain their individual financial freedom.