Archives: Company Profiles
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Morcado Trust
Morcado Trust presents Morcado™ — a first-to-market, fintech mortgage investment platform that allows Canadians to select and invest directly in rigorously vetted, high-yield, qualified syndicated residential mortgages and build a diversified portfolio aimed at medium to long-term investment horizons.
Committed to helping more Canadians sustain their homeownership dreams through fair market rates and terms while increasing access to housing for those underserved by conventional financial institutions — Morcado provides a forum where responsible investors can participate in this fundamental social good.
Morcado Trust is built on the success of its parent company, True North Mortgage, and backed by the same team dedicated to stringent compliance, streamlined operations, and an exceptional client investment experience.
Connor Farrell
At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn’t fit all.
From investing in your children’s future, to planning or your own retirement or leaving a legacy, we are here to help you every step of the way.
We start with an understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life. We then use our proprietary Discovery Process, based on behavioral finance principles, to uncover your Wealth Personality profile. We then leverage this to deliver a personalized financial plan that fits your financial goals and can evolve with you as your needs change over time.
As an associate planner with over 6 years financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that helps to balance living life today with setting goals for tomorrow.
Matthew Schmidt
Régime de retraite des employées et des employés de l’Université de Sherbrooke
Ted Jackson
E.T. Jackson and Associates is an international management consulting firm providing strategic planning, organizational learning, and performance assessment services in sustainable development to grant-makers and investors in the public interest in developed and emerging economies. Among the company’s current priority areas are jobs and gender in the energy transition, impact incentives in climate finance, affordable housing, fair food production, and community-university partnerships. Its President, Dr. Ted Jackson, holds Responsible Investment Professional Certification.