In addition to banking products, TD Bank and its subsidiaries offer customized private banking and wealth management services. They believe that environmental, social and governance (ESG) factors are an important consideration within the investment process, as they provide a more robust view of potential risks and opportunities. TD bank is a signatory to the UNPRI, CDP, CDP Forests Program and CCGG.
Archives: Company Profiles
Holds company profiles and specific data
Vancity Credit Union
Vancity is a values-based financial co-operative serving the needs of its member-owners. As Canada’s largest community credit union, Vancity uses its assets to help improve the financial well-being of its members while at the same time helping to develop healthy communities that are socially, economically and environmentally sustainable. They offer responsible investment term deposits, mutual funds and separately managed accounts.
Stewart Investors
We are a small team of passionate investors managing, on behalf of our clients, investment portfolios with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.
We believe that fund management has a social purpose, encouraging a savings culture around long-term investment. Our philosophy of careful stewardship is in the best interests of clients and should protect capital over the long term.
We invest over the long term across five regions: Asia, Europe, Global Emerging Markets, the Indian Subcontinent and Worldwide.
State Street Investment Management
Founded over 40 years ago as the asset management arm of State Street Corporation, State Street Investment Management is grounded in State Street’s 232-year heritage of helping people manage their assets wisely. Today, we’re the world’s fourth largest asset manager with 5.12 trillion in assets under management for clients, ranging from central banks and sovereign wealth funds, to pensions, foundations, and investment advisors.
We have a history of innovation in developing a broad array of strategies across the risk-reward spectrum, from passive and enhanced index strategies, to active equity alternative investment strategies. Our product ranges are offered through commingled funds (mutual and ETFs) or through segregated accounts.
RBC Global Asset Management
RBC Global Asset Management is a global asset manager that provides a comprehensive range of investment management services and solutions to individual, high-net-worth and institutional investors through mutual funds, exchange-traded funds, hedge funds and pooled funds, separate accounts and specialty investment strategies.
Each of our 23 investment teams located in the United States, Canada, Europe and Asia share a common philosophy rooted in the pursuit of deep fundamental knowledge and the need to innovate in rapidly changing financial markets. We recognize the advantages of integrating advanced investment tools into our investment process to encourage rigor and efficiency, while minimizing the threats posed by behavioural bias. Our teams create value through their own specialized disciplines and unique processes, while being individually accountable for their results. Our culture demands excellence and innovation in investment and risk management, while always ensuring that our clients’ interests are central to every decision we make.
RBC PH&N Investment Counsel Inc.
RBC PH&N Investment Counsel is Canada’s largest investment counselling firm providing discretionary investment management services to Canadian families and mid-size institutions requiring specialized investment guidance and solutions. Our firm offers a full range of investment strategies across fixed income, equities, and alternatives through a selectively curated multi-manager investment platform with RBC Global Asset Management, a UNPRI signatory, at the core. In addition to ESG integration across all asset classes, RBC PH&N Investment Counsel also offers the RBC Vision suite of funds which incorporate sector-based or thematic ESG screening and exclusions, as well as customized portfolios for investors with unique sector or industry exclusionary requirements.
Research Capital Corporation
Research Capital is one of Canada’s largest independent full service investment firms.
We are privately owned by many of our employees. Steeped in tradition, we proudly trace our roots back to 1921.
As a fully integrated national investment dealer, we offer a complete range of capital markets and wealth management services to private clients, institutions and growth companies with offices across Canada.
Mackenzie Investments
Confidence in a Changing World
We’ve been helping Canadians since 1967, when Mackenzie Investments started with one person managing investments for one investor in Toronto. Now we’re a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support across the country. Our commitment to them is to help investors achieve financial success and feel confident about the future.
Innovation & Expertise
We partner with advisors and the investors they work with by bringing them innovative investment solutions, excellent asset management and superb service. Our team delivers innovation and expertise through mutual funds, ETFs, alternative investments, Private Wealth Pools and managed solutions. We also offer a charitable giving program and solutions for saving for a child’s education and giving financial assistance to people with disabilities. We strive to bring insights, data and tools to advisors to help them support their clients.
Helping investors and advisors – that’s where everything starts for us. Always.
Libro Credit Union
Libro Credit Union is the largest credit union in southwestern Ontario, with 105,000 members – we call them Owners – more than 600 employees and 31 branches in 25 communities.
Libro’s history exceeds 75 years, during which 43 different organizations have combined to make Libro today.
Libro is a full-service financial institution offering accounts, loans, investment management, etc., is part of a network of more than 4,000 surcharge-free ATMs across Canada, and has digital services that equip people to easily manage their financial well-being.
Libro is democratically run. Over 200 Owner Representatives act as Libro ambassadors who advise, inform and guide our Credit Union through electing the Board of Directors, selecting community investment opportunities and carrying the voting rights of their branch ownership to the Annual General Meeting.
Our aim is to help Owners achieve goals, support businesses to create a thriving local economy and contribute to strong and prosperous communities. That is why Libro exists, with a purpose beyond profit.
Being purpose driven is not a program at Libro; it’s an attitude that exists in all business done by the credit union. It’s a profit-making company that makes a profit for a reason: so that everyone can prosper here, together.
La Caisse d’économie solidaire Desjardins
The financial cooperative of social movements, collective enterprises, committed citizens for a social and sustainable economy.
The Caisse d’économie solidaire is Québec’s leading financial institution specializing in social economy and responsible investment . With the savings of its 15,000 members, the Caisse invests $ 550 million in social economy in Quebec. Our expertise is recognized within the Desjardins movement.