Membership Type: Associate

RepRisk

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.

Avenue Living

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.

FDP (Financière des Professionnels)

Serving professionals for over 40 years, FDP sets itself apart with its wealth management approach based on a deep understanding of our clients’ reality. This financial intelligence translates into hyper-personalized service that maximizes the impact of our expertise in their personal, professional and business lives. Agility, performance and innovation distinguish our actions.

Our services offer:

  • Wealth management and private management.
  • Complete range of investment solutions.
  • Comprehensive approach to financial planning using strategies tailored to each stage of life.
  • Network of highly specialized experts to meet the most diverse and sophisticated needs.

Canada Life

Canada Life is a leading insurance, wealth management and benefits provider focused on improving the financial, physical and mental well-being of Canadians. For more than 170 years, individuals, families and business owners across Canada have trusted us to provide sound guidance and deliver on the promises we’ve made.

On January 1, 2020, Great-West Life, London Life and Canada Life became one company – Canada Life, and today, we proudly serve more than 12 million customer relationships from coast to coast to coast.

Pictet Asset Management Inc.

Pictet Asset Management is an independent asset manager, investing for our clients across a range of equity, fixed income, alternative and multi-asset products. Our North American presence was established in Montreal in 1974 and we have been managing assets for Canadian institutional clients for over 30 years. Pictet Asset Management Inc (Montreal) is part of the Pictet Group, an investment-led services group founded in Geneva in 1805. Our aim is to be the investment partner of choice to our clients.

We believe in responsible capitalism. We are convinced that ESG considerations can help us make better long-term investment decisions for our clients. We integrate material ESG criteria in all our investment processes and active ownership activities with a view to enhance returns and/ or mitigate risks. We also include ESG in our risk management and reporting tools in order to maintain high standards of transparency and accountability.

Meridian Credit Union

Since our founding, Meridian’s commitment to helping our Members build better lives has never wavered. By focusing on what is at the heart of our Members’ lives — their families, homes, businesses, health, and communities — we are working to fulfill a role as partner, advisor, and supporter.

As Ontario’s largest credit union, with over 370,000 Members, we’re committed to providing exceptional banking services and advice. We also have a role to play that goes beyond financial services. Our commitment to Members and communities is rooted in this fundamental belief.

Unlike some of the larger financial institutions, we don’t have public shareholders. Our Members are owners – that means that any profit we make goes back into improving our products and services, and innovating new ways to enhance our Members’ lives.

By helping Members build overall resilience, we hope to make the tough moments a little less tough, and the good moments a little more great. By doing this together, Canadians can truly achieve better lives.

MD Financial Management Inc.

With more than 50 years of physician-focused experience, MD Financial Management Inc. (MD) is dedicated to providing financial peace of mind to Canada’s physicians and their families, so they can enjoy what matters most to them while achieving their career and life goals. MD Management Limited was the first of the MD Group of Companies to be founded, in 1969. MD Financial Management Inc. wholly owns or has a majority interest in the MD Group of Companies. It provides financial products and services, is the fund manager for the MD Family of Funds and offers investment counselling services.

Dynamic Funds

At Dynamic Funds, we are firmly committed to enriching clients’ financial futures with outstanding investment solutions, delivered in partnership with comprehensive wealth advice.

To fulfill that purpose, we consider ESG factors throughout our business to deliver long-term value to our clients. This includes active engagement with a wide range of stakeholders, deep in-house research, active involvement from our portfolio managers, dedicated oversight from our ESG Investment Committee, the launch of dedicated responsible investment solutions, and examining our own corporate social responsibility practices.

Montrusco Bolton Investments Inc.

Montrusco Bolton Investments Inc. is a Canadian boutique asset manager, firmly established with roots tracing back to 1946, with approximately CAD 9.4 billion in assets under management as of December 31, 2021. Montrusco Bolton has an entrepreneurial culture with long-term strategic partners, a robust infrastructure and a sound governance, as well as a diversified investment offering. The company is privately owned and independent with more than 100 institutional clients in North America, Europe and Asia. Montrusco Bolton has been a signatory of the Principles for Responsible Investments inc.