Marketplace Access: Investment Consultant

Dustyn Lanz

OxProx is developing the world’s first public database of proxy voting records. making proxy voting information more accessible than ever. OxProx also helps clients with peer analysis, external manager reviews, and other data-driven intelligence. Revenues from these projects make an impact by supporting the development of the public database.

Julian DUPLAN

Through my professional and personal commitments, I thrive to show that another path, another economical model is possible, a model more respectful of Nature and its stakeholders: an economy of the Common Good…

Mantra: See opportunities, make connections and get things done!
—–
Finance Montréal is Québec’s financial cluster. Created in 2010 by the financial services industry at the Québec government’s invitation, we bring together under one roof governing members, partners, associates and numerous volunteer professionals from Québec’s financial sector.

Our mission is to develop and promote Québec’s financial services industry by bringing together stakeholders and influential players from the world of finance.

We are the hub where key players in the financial industry join forces to make Québec’s financial industry more competitive and prosperous.

Shane Tiley

Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors.

Jeremy Hendrikx PFP®, RIAC

I have been a Financial Advisor for over 25 years and my passion is helping clients plan and protect their financial future. My knowledge and experience will help guide decisions about your finances that are well-informed. I take pride in building relationships, understanding your priorities and objectives, and helping you achieve immediate and long-term financial goals. Together we will determine your current financial situation, define your investment and wealth management goals and build a plan designed to meet your individual needs.

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.