Archives: Company Profiles
Holds company profiles and specific data
Ourboro
Ourboro is a private, Toronto-based company dedicated to providing access to homeownership through co-ownership. Ourboro co-invests up to $250,000 towards a buyer’s down payment, purchasing a share in the future value of the home for as long as 30 years. Once they are in their home, additional programs, such as maintenance check-ups and renovation credits, are available to co-owners to help preserve and increase the home’s value.
Aylene Joseph
Think Resilience Inc.
A physical climate risk and adaptation advisory firm focused on small businesses that are part of global supply chains under pressure to disclose climate risks, carry out scenario analyses, and develop credible adaptation strategies (including within longer-term transition plans).
William Cook
Valerie Hazelton
Valerie can help you determine what financial well-being means for you and build a personalized action plan to help you achieve what’s important in your life.
Whether it be investing sustainably, generating income for life or building a wealth legacy, Valerie will help turn your goals into accomplishments.
Alexander Toth
Alex brought his passion for efficiency and problem-solving to the financial industry in 2017. As an Investment Advisor, he finds it fulfilling to help clients navigate milestones, evolving needs, and market fluctuations so they can make informed decisions throughout their lives.
His background includes progressive roles in banking, credit, and investing at a leading Canadian financial institution. Prior to joining RBC Dominion Securities, Alex worked for a local niche asset management firm that worked closely with advisors from all investment firms. This gave him an understanding of how all the firms operate and where clients are best served.
With ongoing industry coursework, Alex complements his experience, unique perspective, and dedication to clients. He earned the Responsible Investment Advisor Certificate, the Certificate in ESG Investing, and Certifications in Advanced Investment and Financial Advice. He has also obtained the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). The FCSI designation is reserved for financial professionals that meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers. Alex also maintains membership with the Responsible Investment Association of Canada.
Personally and professionally, Alex understands the complexities of cross-border needs and managing the wealth of self-employed professionals through living in California, Hong Kong, and Canada – and having a physician as a life partner.
Active in the community, Alex participates in numerous fundraising events, such as the Rotary Ride for Hearing to raise awareness and the Cypress Challenge to support pancreatic cancer research. He has also volunteered as a dog walker for the SPCA.
Outside of work, Alex enjoys spending time with his partner, Emma, and their young rescue dog, June. Together, they take part in outdoor pursuits, especially cycling and surfing.
T. Rowe Price Canada
T. Rowe Price offers Canadian clients investment strategies across a wide range of global and regional equity and fixed income asset classes. Our active management approach is based on rigorous fundamental research, drawing insights from a deeply resourced, centralized research platform with analysts located in key global markets. Our portfolios are managed with a long-term view, focusing attention on qualitative and quantitative risk factors, and integrating ESG factors from our proprietary modelling of over 15,000 companies. Our collaborative culture enables independent thinking and diversified perspectives, which helps our professionals to identify unique and attractive investment opportunities for our clients.
Alquity
Alquity is an asset management business with some of the highest rated ESG/Impact credentials in the industry for their EM, Asia, India and Global Impact Equity Funds. Further, they uniquely connect investors to their investments and social progress in order to deliver better financial outcomes for all. Our investments target attractive returns across the globe, through portfolios that play long-term themes via transparent companies, with effective management who are aligned with shareholders.
Alquity funds are therefore responsible by construction, targeting consistent out-performance whilst contributing to long-term growth. This philosophy resonates across the broader business; we encourage fund manager engagement and are happy to share our analysis.
Further, at the corporate level we reinforce that social progress should drive financial success by donating a proportion of our management fees to development projects in the regions in which we invest and have created over 70,000 jobs to date for those who otherwise would be left in poverty. In this way, our business aligns the values of investors, employees, holdings and communities.
We believe these shared values are key to achieving enduring financial success.