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.
Membership Type: Associate
Richardson Wealth
Richardson Wealth is one of the largest independent wealth management firms in Canada, with 157 advisor teams and 22 offices across the country. The firm’s advisor teams are focused exclusively on providing strategic wealth advice and innovative investment solutions customized for high net worth or ultra-high net worth families and entrepreneurs. Its parent company is RF Capital Group Inc., which is listed on the TSX under the symbol RCG.
The Company is committed to maintaining exceptional fiduciary standards and has earned certification – determined annually – from the Centre for Fiduciary Excellence for its Separately Managed and Portfolio Management Account platforms. Richardson Wealth has also been recognized as a Great Place to Work®, a Best Workplace for Women, a Best Workplace in Canada and Ontario, a Best Workplace for Mental Wellness, for Financial Services an Insurance, and for Hybrid Work.
meridian credit union
Ontario Credit Union
CAAT Pension Plan
The CAAT Pension Plan is a defined benefit pension plan with cost sharing. Decisions about benefits, contributions, and risk are shared equally by members and employers through their representatives on the Plan’s two governing bodies. The Colleges of Applied Arts and Technology (CAAT) Pension Plan was originally created to support the Ontario college system. Now, it serves a wide range of industries including for-profit, non-profit, and the broader public sectors.
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.
CMA Impact Inc, part of the Canadian Medical Association Group of Companies
CMA Impact Inc., part of the Canadian Medical Association Group of Companies.
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.