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.
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.
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. 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.
Lazard serves investors around the world with a broad range of global investment solutions and investment management services. We have built the business over decades with an emphasis on strategies that benefit from intensive research and active management. The result is a strong pattern of long-term performance, global perspective and deep insight into local markets.
On-the-ground, global fundamental research is the foundation of our investment approach. Our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.
We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our teams to focus on what we do best: invest your capital.
Risk management is integral to our portfolio construction. Our independent global risk management team provide objective monitoring of all our portfolios to ensure our investment teams understand the balance of risk and return and our investment strategies deliver their expected pattern of performance.
ESG considerations, including a company’s governance policies and board structure, environmental practices, and labor policies, can affect a security’s valuation and financial performance. Therefore, our investment professionals integrate ESG analysis into their research and decision-making processes.
EdgePoint Investment Group Inc. is an independently owned discretionary investment manager based in Toronto. The firm was founded in 2008 by Tye Bousada, Geoff MacDonald, Patrick Farmer and Robert Krembil. In an industry that was increasingly driven by the sales and marketing departments, they believed there was an opportunity in the marketplace for a company that would put investors at the forefront of all business decisions, that believes in direct and timely communication and invests its own money in its products alongside its investment partners.
About Sustainable Fitch
Sustainable Fitch provides insights, tools and data that have been designed and built entirely and exclusively to help bring clarity to the ESG financial community. Our focus is, and will always be, on providing transparent, objective and substantive data that enables confidence in decision-making.
To best serve our clients and partners, Fitch realized that it would be necessary to build an entirely new product suite of objective ESG data and analysis, focusing on consistency, comparability, coverage and granularity. Leaning on our expertise in best-in-class analytics and research, and reputation for transparency and integrity, our team of leading ESG experts came together to bring the financial community a robust and comprehensive ESG data and analysis solution.
Powered by the human insight that has differentiated Fitch for over 100 years, Sustainable Fitch brings experience and heritage to help the financial community make smarter decisions, using the best ESG information available.
For additional information, please visit https://www.sustainablefitch.com
About Fitch Ratings
Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise.
Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, Fitch Solutions, and Fitch Learning. With dual headquarters in London and New York, Fitch Group is owned by Hearst.
For additional information, please visit fitchratings.com.
Built on a foundation of financial strength for more than 180 years, Gore Mutual Insurance Company is one of Canada’s first property and casualty insurance companies. Based in Cambridge, Ontario, we are a Canadian mutual company, with more than 500 employees focused on delivering outstanding insurance products and services to customers. Insurance that does good – this is our Purpose. At Gore Mutual, we believe insurance doesn’t just mean shared risk, it means shared reward. This is what is driving our work to become a purpose-driven, digitally-led national insurer.
Aviva Investors is a global asset manager with integrated expertise across all asset classes. This, combined with our insurance heritage, investment capabilities and sustainability expertise, uniquely positions us to deliver the outcomes that matter most to today’s investor.
Backed by over 200 years of stability and resources of BMO Financial Group, BMO Private Wealth is built on a proven track record with two long-standing successful legacy businesses: BMO Private Banking and BMO Nesbitt Burns. BMO Private Wealth’s multi-disciplinary team of professionals from one of North America’s leading full-service investment firms and Canada’s best private bank take a holistic and proactive approach to helping you navigate the complex process of managing your wealth.