I providing information and advisory services to corporate sustainability reporting practitioners on a tight budget, to help them stay in the know and do their best work.
Archives: Company Profiles
Holds company profiles and specific data
Kusum Sen
What makes us unique?
At Carte Wealth Management Inc. and Carte Risk Management Inc. we understand that clients place value in solutions, not products. Clients are seeking an advisor who they can trust to coordinate their financial needs into a cohesive financial plan. We will support you, whether you need full strategic planning services or if you just need us to open some doors.
Our management team is always just a phone call away. We believe that each and every representative relationship starts with great planning and an outstanding service-oriented infrastructure.
Carte Wealth Management Inc. is a mutual fund and exempt market products dealer in the provinces of Alberta, British Columbia and Ontario and a mutual fund dealer in the provinces of Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Prince Edward Island, Quebec and Saskatchewan, providing clients with mutual fund investment solutions.
Carte Risk Management Inc. is an insurance managing general agency licensed in the province of Ontario, providing clients with life insurance products and services as well as segregated fund investment solutions.
Scott Robertson
Middlefield Group
Middlefield is an independent asset management firm established in 1979 with a mission to deliver innovative investment solutions. Over the decades, we have developed a disciplined investment process designed to uncover compelling opportunities while carefully managing the risks that influence returns.
Our core business currently encompasses six equity income mandates—Real Estate, Healthcare, Innovation, Infrastructure, Energy, and Diversified Income—each reflecting our commitment to diversification and the growing importance of sustainability.
We offer a specialized suite of investment products tailored to both individual and institutional investors. These include Exchange-Traded Funds (ETFs), Mutual Funds, Split Share Corporations, Closed-End Funds listed on the Toronto and London Stock Exchanges, and Flow-Through Limited Partnerships.
Loïc DE CUPPER
SESAMm enables companies to extract critical insights from the internet with AI. We provide ESG, sentiment, and thematic analytics by analyzing over 20 billion articles and messages using natural language processing. Our clients are major private equity firms, asset managers, index providers and global corporations.
Eva Grant
Beutel, Goodman & Company Ltd. is a privately owned, independent Canadian investment manager. We are dedicated to creating long-term wealth for our institutional, private wealth and retail clients by helping them achieve their investment objectives.
Megan Wenckowski
Harvest Wealth is a trusted financial planning firm with deep roots in Nova Scotia. With over 100 years of combined experience, we’ve proudly supported families throughout the Annapolis Valley and other rural communities.
Our mission is to educate and empower individuals and families in all aspects of financial well-being. From retirement and insurance planning to tax strategies, business solutions, and estate planning—we offer a wide range of services tailored to your needs.
We’re passionate about seeing our communities thrive, and we believe real change starts with small, intentional steps. At Harvest Wealth, we walk alongside you to build a more secure and prosperous future.
PwC Canada
We have a proud 110-year history of helping Canadian organizations thrive. Our 6,500+ partners and staff are located coast to coast and bring their expertise to provide quality services and products that help solve important problems.
Our industry-focused professional services include audit and assurance, tax, deals and consulting targeting solutions for sustainability and climate, cybersecurity, privacy and financial crime, workforce of the future, finance transformation, value creation, strategic reassessment and cost optimization. We work as one firm to bring different perspectives and capabilities together to achieve what matters most.
With offices in 149 countries and more than 370,000 people, we are among the leading professional services networks in the world. We deliver the best of our collective thinking, experience and solutions to build public trust and create value for our people, clients and communities.
Wyatt Lynds
Qube is a registered portfolio management firm. Though our office is located in Edmonton, we serve clients and institutions in both Alberta and British Columbia. Qube is composed of portfolio managers, investment counsellors, analysts, and administrators. Our investment counsellors are professionals who empathetically assist investors in making and managing wealth.
Federation of Canadian Municipalities
With 25 years of experience, GMF offers risk-adjusted investment opportunities in climate solutions that deliver strong sustainability outcomes along with measurable economic and environmental returns.
The Federation of Canadian Municipalities’ Green Municipal Fund (GMF) is a recognized leader in financing high-impact climate solutions. As FCM’s flagship program, GMF helps Canadian communities build for the future and paves the way for investors to access Canada’s rapidly expanding municipal sustainability sector, unlocking strong return potential while maintaining efficient transaction costs.