Holds company profiles and specific data
Investment Director – experienced investment professional, previous responsibilities included all aspects of product management (mutual funds) from ideation to asset re-purposing and consolidation, strategic analysis, developing narratives to promote and explain products, training and mentoring.
Completed CFA ESG program and all sections of the TCFD. CFA Charterholder since 2002
RepRisk is a pioneer in ESG data science that leverages the combination of AI and machine learning with human intelligence to systematically analyze public information and identify material ESG risks. RepRisk’s flagship product, the RepRisk ESG Risk Platform, is the world’s largest and most comprehensive due diligence database on ESG and business conduct risks, with coverage of 240,000+ public and private companies and 65,000+ infrastructure projects. For more than a decade, the world’s leading financial institutions and corporations have trusted RepRisk for due diligence and risk management across their operations, business relationships, and investments.
Founded on the principle of Investing in the Everyday, Avenue Living has built a $5 billion portfolio of properties across several asset classes that are essential to the daily lives of North Americans. They implement an active management, customer-focused approach, measuring success by customer satisfaction, sustainable practices, and responsible investments. In addition to over 15,000 multi-family units located in Canada and the United States, Avenue Living and its related entities own over 86,000 acres of productive farmland and more than 6,000,000 square feet of self-storage space.
Seven Elements Wealth Planning was founded based on helping people achieve financial peace of mind through mindful wealth planning. Our plans help unlock value so you can live life by design – for reasons that matter to you.
Living a fulfilled life now is as important to you as planning for the future. Our team of experts uses The Seven Elements of Wealth to build personalized financial strategies. The planning conversation balances your lifestyle now with future goals. We help you build wealth beyond money—considering other facets of your life like family, community and your legacy.