Membership Type: Associate

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.

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.

Avenue Living

Founded on the principle of Investing in the Everyday, Avenue Living has built a $7 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.

Founded in Geneva in 1805, Pictet is a globally recognized independent leader in wealth and asset management, with a network of 30 offices worldwide, including a proud presence in Canada since 1974. Managing over USD 900 billion in assets, Pictet provides a distinctive range of innovative investment solutions, focusing on areas where we create the most value for our clients. Our expertise spans thematic and specialist equities, emerging markets, European private assets, and hedge funds, offering tailored strategies designed to meet the diverse and evolving needs of investors.

With more than two centuries of experience, Pictet seamlessly blends forward-looking innovation with deep global market expertise to help clients navigate complexity and achieve their financial goals. Anchored by a commitment to excellence, independence, and a long-term perspective, Pictet is dedicated to building lasting partnerships and delivering sustainable value for clients, while preserving and growing wealth for generations to come.

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.