Sun Life

Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2023, Sun Life had total assets under management of $1.40 trillion. For more information, please visit

Scotia Global Asset Management

Scotia Global Asset Management offers a range of wealth management solutions, including mutual funds, and investment solutions for private clients, institutional clients and managed asset programs. As one of Canada’s largest asset managers, Scotia Global Asset Management strongly believes that the consideration of environmental, social, and governance (ESG) factors in the investment process is a vital component in delivering long-term value to our investors. As dedicated active managers, our investment teams integrate a broad range of ESG factors in our fundamental investment process. Scotia Global Asset Management is a business name used by 1832 Asset Management L.P., a limited partnership, the general partner of which is wholly owned by Scotiabank.

iA Wealth

iA Wealth is a division of Industrial Alliance Insurance and Financial Services Inc., one of the largest insurance and wealth management companies in Canada. iA Clarington Investments, offers a wide range of high-conviction, actively managed mutual funds and portfolios, including a full suite of responsible investment solutions. iA Wealth provides a full range of financial advisory and wealth management services to Canadian investors through iA Private Wealth, and Investia Financial Services. iA Wealth strives to be the leader in creating and preserving wealth for individual Canadians working with independent advisors.

Desjardins Group

Desjardins Group is the largest integrated cooperative financial group in Canada. Our mission is to contribute to improving the economic and social well-being of people and communities within the compatible limits of its field of activity.

Forerunners in terms of responsible investing (RI), Desjardins offers a range of investment products made up of securities selected based on specific environmental, social and governance criteria.

CIBC Private Wealth Management

CIBC is a Canadian financial institution offering banking, investing, wealth management and international banking services. CIBC Asset Management’s (CAM) investment process incorporates the view that Environmental, Social and Governance (ESG) issues are risk factors that can affect investment performance and that analysis of these factors is part of delivering superior risk-adjusted returns. They subscribe to and use ESG data from Sustainalytics and manage a number of equity and fixed income portfolios with specific RI mandates.

NEI Investments

NEI Investments (from its founding companies Ethical Funds and Northwest Funds) has evolved into Canada’s leading provider of Responsible Investment (RI) solutions in Canada, with the broadest range of RI-focused funds available to Canadian investors.

Our approach to RI is one of pragmatic optimism. Evidence shows that applying a range of approaches – including ESG evaluations, dialogue and engagement, selective screening, ESG-focused proxy voting and sustainability-themed investments – increasingly leads to better investment outcomes in terms risk mitigation and long-term investment performance. While the application of responsible screens is a powerful and effective tool we still employ today, we find we can make a greater difference – in investment returns, corporate policy and ESG outcomes – through engagement, and have grown to prefer working with a company’s board, management and other key stakeholders to help that company deliver positive change.

NEI is a wholly-owned subsidiary of Aviso Wealth, a fully integrated Canadian wealth management organization with nearly $100B in combined AUA and AUM.

TD Bank Group

In addition to banking products, TD Bank and its subsidiaries offer customized private banking and wealth management services. They believe that environmental, social and governance (ESG) factors are an important consideration within the investment process, as they provide a more robust view of potential risks and opportunities. TD bank is a signatory to the UNPRI, CDP, CDP Forests Program and CCGG.

RBC Global Asset Management

RBC Global Asset Management is a global asset manager that provides a comprehensive range of investment management services and solutions to individual, high-net-worth and institutional investors through mutual funds, exchange-traded funds, hedge funds and pooled funds, separate accounts and specialty investment strategies.

Each of our 23 investment teams located in the United States, Canada, Europe and Asia share a common philosophy rooted in the pursuit of deep fundamental knowledge and the need to innovate in rapidly changing financial markets. We recognize the advantages of integrating advanced investment tools into our investment process to encourage rigor and efficiency, while minimizing the threats posed by behavioural bias. Our teams create value through their own specialized disciplines and unique processes, while being individually accountable for their results. Our culture demands excellence and innovation in investment and risk management, while always ensuring that our clients’ interests are central to every decision we make.

Mackenzie Investments

Confidence in a Changing World
We’ve been helping Canadians since 1967, when Mackenzie Investments started with one person managing investments for one investor in Toronto. Now we’re a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support across the country. Our commitment to them is to help investors achieve financial success and feel confident about the future.

Innovation & Expertise
We partner with advisors and the investors they work with by bringing them innovative investment solutions, excellent asset management and superb service. Our team delivers innovation and expertise through mutual funds, ETFs, alternative investments, Private Wealth Pools and managed solutions. We also offer a charitable giving program and solutions for saving for a child’s education and giving financial assistance to people with disabilities. We strive to bring insights, data and tools to advisors to help them support their clients.

Helping investors and advisors – that’s where everything starts for us. Always.

BMO Global Asset Management

BMO Global Asset Management is focused on meeting the needs of investors, both locally and globally, with capabilities in virtually all public markets. The business is characterized by specialized, regional investment teams providing a range of investment solutions to clients across North America, Europe, Asia/Pacific and the Middle East.

The firm was originally established in 1982, subsequently acquired by Burns Fry Limited in 1991, and as a result of the Burns Fry merger with Nesbitt Thomson in 1994, became part of the BMO Financial Group.

In 2014 BMO acquired F&C Asset Management plc through its wholly owned subsidiary, BMO GAM (Europe) Limited. This acquisition positions BMO GAM as a globally significant money manager, enhancing its investment platform capabilities and providing attractive opportunities to service wealth markets all around the world. We have been recognized as one of Pension & Investments Top 100 Money Managers based on worldwide assets.

With this acquisition, BMO GAM now has 20+ offices in 14 countries serving clients across five continents, and is better able to leverage ideas cross-border and bring more comprehensive solutions to our clients around the world.