At Advantage Capital Strategies, our mission is to pursue financial return in public markets, while making sustainability core to our investment process. We avoid companies and industries that do the greatest harm to the planet and society while actively seeking companies that will economically benefit from sustainable trends.
We offer both active and passive funds for accredited investors and are registered with the Ontario Securities Commission as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer. We are employee owned and operated and are located in Toronto, Ontario.
Clear Skies Investment Management Inc. is an asset management firm that is committed to impact investments. The firm is dedicated to providing lasting positive impact for the environment and the society, while generating attractive returns for our clients.
ESG Partners provides expert guidance to companies, investors and government on the environmental, social, and governance (ESG) factors that drive long-term, sustainable value. The unique needs of our clients are supported through the integration of ESG factors into business strategy, risk management, governance, and high-quality disclosures leveraging global standards and demand-driven data solutions.
Mount Murray Investment is an active investment management firm focusing on emerging markets and ethical strategies in global public equities.
Senior members of our team have decades of experience investing in global public markets through various economic cycles and remain committed to an integrated investment research approach with their younger colleagues. We work as a team in everything we do and we strongly believe in the participation of every individual to our firm’s project as well as to its rewards.
Our firm is independent and wholly-owned by its employees to ensure both commitment and objectivity when making investment decisions.
Clear Skies Investment Management Inc. invests in companies with purpose-driven business models that support the UN Sustainable Development Goals. We are an impact investment firm committed to creating value for our investors and stakeholders. Our teams screen and assess investments using an impact radar created in-house to reflect our clients’ values, as well as to ensure that capital reaches the companies at the forefront of creating a sustainable economic system that enables positive impact on the environment and society.
For the past 13 years, Millani has become the partner of choice for institutional investors, both asset owners and managers. By providing advisory services on integrating material ESG issues into their investment strategies and decision-making processes, we help our clients reduce risks, increase returns, and create value. Today, Millani is also leveraging this expertise and its experience in sustainability consulting to help reporting issuers improve their ESG disclosure to investors and optimize their market value.
Millani’s success is founded on a bespoke, client-centric approach that focuses on material issues, practical implementation, and independent advice. Our extensive capital market experience and unparalleled expertise in ESG, and its connection to value creation, position Millani at the nexus between investors and companies – making us unique in the Canadian market.
ESG Global Advisors bridges the gap between companies and investors on environmental, social and governance (ESG) factors. A multi-disciplinary team with significant investor and corporate experience, we are uniquely positioned to offer expert advice to companies and investors on material ESG factors that drive long-term value, including climate change.
We assist companies with integrating material ESG factors into business strategy, risk management, disclosure, engagement and governance. We assist investors and other capital market participants in integrating material ESG factors into investment processes, engagement and proxy voting.
North Growth Management is a Vancouver-based boutique investment firm specializing in equities and active, bottom-up stock selection according to our long-established Growth at a Reasonable Price philosophy.
Pacifica Partners was launched in 2008 with the cornerstone philosophy to, ”manage client assets the way we would manage money for our own families.” To implement our philosophy, we operate as a team of experienced investment professionals collectively working as fiduciaries for our clients.
Pacifica Partners is a boutique investment manager providing discretionary investment management in both Canada and the US. We specialize in building customized investment portfolios that meet the unique needs of our diverse clientele. Our clients include business owners, professionals, multi-generational families, as well as US and Canadian expats resident on both sides of the Canada-US border.
Our managed investment portfolios comprise mainly investment grade bonds, Canadian, US and global large cap stocks.
Our investment philosophy revolves around the common-sense approach of buying a collection of high-quality assets that an investor would likely benefit from holding for the long run. The trick however, is to buy these assets at attractive prices. Focusing on price allows us to:
1) Reduce the risk of loss in an investment
2) Improves the potential for capital gains
What we will not do is manage portfolios by:
– Closet indexing
– Overly concentrating or diluting the holdings of portfolio
– Forcing portfolios into pre-packaged models.
Tailoring each client’s portfolio by patiently building it, security by security, is our strength. Our process and systems have been developed so that we can address the unique portfolios needs originating from specific:
– Taxation concerns
– Existing holdings and position restrictions
– Portfolio preferences
– Assets domiciled in multiple tax and legal jurisdictions
– Complex portfolios comprised of combinations of trusts, corporate, tax advantaged and personal accounts.
We manage customized Responsible Investment portfolios that adhere to our philosophy and process while also scrutinizing the environmental, social, and governance policies of the companies we invest in. In addition, we adopted the Proxy Voting Guidelines of SHARE to provide the framework in helping our clients be more socially responsible. We use a combination of ESG factor scoring, negative screening and proxy voting to select and manage investments.