Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions as well as a range of independent financial organizations. With over $60 billion in assets, we provide a comprehensive, integrated suite of wealth solutions that empower Canadians’ to achieve financial well-being, and allow our partners to offer an outstanding wealth management experience to their members and clients.
Aviso is a new company, but one with decades of experience, and notable strengths in all areas of wealth management. It unites the talents and resources of three successful, industry-leading firms: Credential Financial, Qtrade Financial Group, and NEI Investments.
Founded on October 12, 1999, FÉRIQUE Fund Management (www.ferique.com) is the manager of the FÉRIQUE Funds, launched in 1974 by the Ordre des ingénieurs du Québec. It is the only non- profit mutual fund company in Canada whose sole purpose is to serve the interests of engineers, engineering graduates and their families. The firm offers 10 mutual funds and 5 portfolios diversified across all asset classes. The management of the Funds is entrusted to renowned investment firms, handpicked by FÉRIQUE Fund Management based on their asset class expertise. FÉRIQUE Funds have more than $2.8 billion in assets under management and close to 22,000 unitholders as of March 31, 2019.
Federated Investors and Hermes Investment Management have rebranded as Federated Hermes on January 31, 2020, strengthening the companies’ position as a leader in active, responsible investing. Together we are a US$575billion global asset manager focused on delivering world-class responsible investing and engagement services to our clients.
Each firm has a history of putting clients first and delivering sustainable, long-term performance and we believe the combination of our businesses will enable us to deliver a fuller range of investment solutions and drive both performance and positive outcomes for our clients.
Since 2018, when Federated acquired a majority interest in Hermes, our businesses have worked closely together and this change in our name reflects our commitment to offering a broad range of investment strategies and solutions to our clients globally – all predicated on the belief that responsible investing is the best way to deliver sustainable returns for our clients.
Hermes has been at the forefront of corporate governance and responsible investing, and we helped draft the Principles for Responsible Investment (PRI) as one of its founding signatories. Hermes is also a leading stewardship provider with a focus on achieving positive change. Our dedicated EOS team of engagement and voting specialists enables pension funds and other longer-term institutional investors to achieve their fiduciary responsibilities and be more active owners of companies.
Our public markets proficiency includes high active share equities, specialist credit and multi asset while our private markets expertise includes real estate, infrastructure, private equity and private debt.
For more information, visit www.federatedhermes.com
Sprott is a global asset manager providing investors with access to highly-differentiated precious metals and real assets investment strategies.
We are specialists. Our in-depth knowledge, experience and relationships separate us from the generalists. Sprott’s best-in-class investment products include innovative physical bullion trusts, mining ETFs, as well as private equity and debt strategies. We also partner with natural resource companies to help meet their capital needs through our merchant banking and resource lending activities. Sprott is based in Toronto and has offices in Connecticut, California and Vancouver. Our common shares are listed on the Toronto Stock Exchange under the symbol TSX: SII.
Sprott today serves over 200,000 global clients and has approximately CAD$10 billion (USD$8 billion) in assets under management as of 12/31/2018.
Cboe Canada, the new business name of the NEO Exchange, is Canada’s Tier 1 stock exchange for the purpose-driven Innovation Economy, providing a best-in-class listing experience for issuers that are shaping the economies of tomorrow, and a marketplace for investors that want to do well and do good.
Fully operational since 2015, Cboe Canada lists investment products and companies seeking an internationally recognized stock exchange that enables investor trust, quality liquidity, and broad awareness including unfettered access to market data. Cboe Canada is home to over 260 unique listings, including some of the most innovative Canadian and international growth companies, ETFs from Canada’s largest ETF issuers, and Canadian Depositary ReceiptsTM (CDRs). Cboe Canada consistently facilitates close to 20% of all volume traded in Canadian ETFs and close to 15% of all volume traded in Canadian-listed companies.
Cboe Canada is part of the Cboe Global Markets network, leveraging deep international expertise, industry-leading market intelligence and technology, and unparalleled service to deliver what stakeholders and the world need now, and for the future.
Listing on Cboe
With markets in Canada, the US, the UK, Europe, and Australia, Cboe is building the world’s first global listing experience for innovative and purpose-driven companies and ETFs. As the Exchange for the World Stage, Cboe facilitates access to global capital and secondary liquidity, with a seamless path for companies and asset managers to list across our marketplaces.
Cboe-Listed companies are committed to innovation with purpose, providing investors with access to investment ideas addressing some of the world’s biggest challenges. Welcome to the new way to invest: Purpose-Driven. Global. Innovative. Connected.
GRESB is the environmental, social and governance (ESG) benchmark for real assets. Working in collaboration with the industry, GRESB defines the global standard for sustainability performance in real assets, providing standardized and validated ESG data to the capital markets.
More than 75 institutional investors, collectively representing over USD 18 trillion in institutional capital, use GRESB data and analytical tools. In 2018 a record 903 property companies and funds participated in the GRESB Real Estate Assessment, the Infrastructure Assessment covered 75 funds and 280 assets, and 25 portfolios completed the Debt Assessment.
GRESB assesses the sustainability performance of real estate and infrastructure portfolios and assets worldwide. We offer ESG data, Scorecards, Benchmark Reports and portfolio analysis tools. The Assessments are guided by what investors and the industry consider to be material issues in the sustainability performance of real asset investments and are aligned with international reporting frameworks such as GRI and PRI.
Assessment participants receive comparative business intelligence on where they stand against their peers, a roadmap with the actions they can take to improve their ESG performance and a communication platform to engage with investors.
Investors use the ESG data and GRESB’s analytical tools to improve the sustainability performance of their investment portfolios, engage with managers and prepare for increasingly rigorous ESG obligations.
National Bank Investments Inc. (NBI) is a leading investment fund manager dedicated to providing an innovative range of investment solutions and services that empowers both retail and institutional investors to achieve their financial goals. We specialize in helping advisors build resilient portfolios for their investors through a full range of investment solutions: mutual funds and exchange-traded funds, asset allocation solutions, managed portfolios, private investments, sustainable investments, and a high-net-worth program. Our open architecture structure enables us to collaborate with leading global portfolio management firms, selecting only the best investment talent to support our clients’ needs.
At NBI, innovation and leadership are at the heart of everything we do, driving us to deliver strong investment outcomes to investors and advisors. We combine human expertise and technology to deliver optimal investment strategies while continuously enhancing our open architecture structure. We leverage our influential leadership to mobilize our partners, clients, the financial community and regulators, accelerating the transition toward more sustainable finance.
Invesco is committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific ESG product strategies as well as part of our commitment to deliver a superior investment experience.
We are committed to adopting and implementing ESG principles in a manner consistent with our fiduciary responsibilities to our clients. We have strengthened our position in this regard in several ways, including through industry advocacy, leadership and innovation. While our first SRI product was launched over 30 years ago, we became a signatory of the UN-backed Principles for Responsible Investment in 2013 and have since achieved an A+ in Governance and Strategy for four consecutive years. This rating demonstrates our extensive efforts in terms of ESG integration, active ownership, investor collaboration and transparency. We are also disclosers to the Carbon Disclosure Project (CDP) and supporters of the Task Force for Climate-related Financial Disclosure (TCFD).
A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.