Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
Province Licensed In: Quebec
Daniel Massé
Au-delà de la finance!
I have been part of the wonderful team at GFM Groupe Financier since it was created in 1996. At GFM Groupe Financier, we aim to be the leading independent financial services firm in Eastern Canada by focusing on our expertise and know-how, our attentiveness and understanding of our clients’ needs, and quality of life in business.
The firm’s values—integrity, proficiency, collaboration, and family—inform our interactions with clients and colleagues. Our clients are front and centre in our activities, and we implement solutions in line with their financial situation, their needs, and their goals. GFM has a Sustainable Development Policy to wich all each members subcribe.
In this regard, it’s important that our clients be able to invest in companies that uphold values of social responsibility and sustainability. As a Financial Planner (IQPF) and member of the Ordre des Administrateurs Agréés du Québec (Adm.A,), I want my clients to succeed and I believe that responsible investment contributes positively to financial performance as well as enhancing civic engagement.
I do my part by getting involved on a volunteer basis with various community organizations that are close to my heart: Cité de l’Or mining museum, Val-d’Or Hospital foundation, our regional sports and recreation organization, Val-d’Or Chamber of Commerce, the City of Val-d’Or’s 75th anniversary, the Val-d’Or Foreurs hockey team, and, more recently, a wine fair to benefit the local centre for advanced studies. I also contribute to my community’s vitality by providing financial support to youth outreach initiatives and projects to promote physical activity.
Daniel Massé and GFM Groupe Financier: Au-delà de la finance!
MITCHELL SHIELDS, CFP, CLU
Lindsay M. MacPhie
We help our clients clearly identify and articulate their goals, dreams and obligations. Focusing on each client’s core life objectives, we develop a long-term financial and investment plan that reflects and accommodates your changing circumstances.
Tom Wooding
The Wooding Group is a top 25 CIBC Private Wealth Management Team in Canada located in Edmonton, Alberta. The Team is composed of Debra and Tom Wooding with their partners Lindsay and Peter MacPhie. The Wooding Group have stewarded the financial futures of individuals, successful families, entrepreneurs, Indigenous communities and Family Foundations for over 32 years. With our integrated wealth management approach, we have a standing record of achieving results for our clients.
We believe that every client is unique, and their portfolio should be as well. Our comprehensive Financial Plan is the foundation for building a customized portfolio that is reflective of your goals and can be accommodating for life’s changing circumstances.
We also “eat our own cooking” and believe that all chosen investments by our Investment Committee (Tom, Deb, Lindsay and Pete) should be in our portfolios – not just yours. This aligns us with you, which we stand behind and believe is a fair expectation for you to have of your Advisors. You should also know that we will shop the world for the best in class investments.
At The Wooding Group, there is no such thing as a typical client – each relationship is unique in its own way and we strive to personalize our service to meet your needs and exceed your expectations.
Jean-Georges Vaillant
CABINET DE PLANIFICATION FINANCIÈRE
CABINET DE SERVICES FINANCIERS
www.groupemirador.com
Au service de l’Union des Artistes
Terry Soucy
I believe that my team’s ability to help clients effectively manage their wealth is directly related to how they live, grow and work towards their dreams. The technical skills and talent that we bring to the table are important. But wealth management goes beyond that.
We start with listening, in order to properly understand our clients’ needs. We then work with them to tailor an effective strategy that balances capital preservation and income growth. But we also take into consideration intangibles, such as life experience, thinking outside the box, and taking environmental and social responsibility into account.
Once we’ve taken the time to get to know each other, then it’s time to drill down to develop, commit to and implement a strategy. At that point, things like economics forecasts, asset allocation ideas and tax efficient investing become more important. Growing, managing and transferring wealth to the next generation is a life-long project.
Let’s get started.
Ian Robertson
Ian is a Portfolio Manager, Director, and Vice President of Odlum Brown Limited, and a member of the firm’s Executive Committee. He has a strong interest in the impact of ESG issues on corporate strategy and valuation. He contributed to the review of CFA Institute’s ESG Disclosure Standards and the development of the new Climate Investing Certificate. He also holds CFA Institute’s Certificate in ESG Investing.
As a practitioner Ian integrates ESG considerations into his work with clients. In his 2024 Oxford PhD thesis he examined institutional proxy voting on ESG-oriented shareholder proposals to develop a ‘modern proxy theory’ to improve global ESG outcomes. Ian also combines his practical and academic experience in a UK-based social venture – OxProx – that aims to improve transparency and accountability of proxy voting globally.
Ian holds undergraduate degrees from UBC and graduate degrees from Dalhousie and Carleton universities, as well as a post-graduate diploma from the University of Oxford. He is a longstanding community volunteer and is a past board chair of the Responsible Investment Association, the UBC Foundation, the UBC Alumni Association, and CFA Society Vancouver.
Jackie Ramler
“Investors are becoming more aware that their investment dollars can impact how corporations make important decisions with regard to Environmental, Social and Corporate Governance issues. Having qualified financial advice can save not only money and taxes but provide peace of mind in moving forward.”
-Jackie Ramler
JACKIE RAMLER holds her Master’s in Business Administration (MBA), is a Chartered Financial Planner (CFP), Financial Management Advisor (FMA), Chartered Investment Manager (CIM) and is a Fellow of the Canadian Securities Institute (FCSI). She is a dedicated, passionate and highly-respected leader in the financial advisor industry. Since 1995, Jackie has worked with clients in assessing the financial needs of corporate owners, business professionals and their families. Drawing on her undergraduate degrees in Environmental Science and Political Science, she specializes in designing and evaluating investment portfolios that screen for Environmental, Social and Corporate Governance issues (ESG).
CREDENTIALS AND EXPERIENCE:
•Bachelor of Arts, Environmental and Political Sciences, Willamette Univ. Oregon 1982
•Masters in Business Administration, Marylhurst Univ. Oregon 1993
•Chartered Financial Planner (CFP), 1998
•Family Mediation, Northwestern University, 2005
•Financial Management Advisor, (FMA), 2008
•Responsible Investment Advisor, (RIA), 2014
•Chartered Investment Manager (CIM), 2015
•Portfolio Manager, 2016
•Board of Directors, Collaborative Practice Toronto, 2005 to 2009
•Board of Directors, Treasurer for Ontario Association of Family Mediators, 2006 to 2013
•Board of Directors, Rainbows for All Children Canada, 2010 to present
WHAT JACKIE DOES FOR HER PROGRESSIVE CLIENTS
•Gets to know her client, their family and their corporation
•Collects and organizes the financial data and ESG priorities – Positive and Negative
•Analyze the financial information to identify solutions to meeting priorities
•Uses a 7 point screening investment system to consistently beat the ESG and Janzi index returns.
•Stays in contact with clients on a regular basis to review portfolio and ensure clients are on track to attain goals within their portfolio guidelines.
Sucheta Rajagopal
People, Planet, Profits.
That’s what Socially Responsible Investing means to me.
For over 20 years, I have been advising clients on how to integrate environmental sustainability, social responsibility and good corporate governance (ESG) issues into their investment decisions.
A trailblazer in Canadian SRI, I am excited to be helping build capacity and community in Impact Investing.
I offer:
• a principled approach to investing
• education about money and investments
• a holistic financial planning approach including tax and retirement planning
• communication based on your preferences as to the frequency and medium (face to face meetings, video, telephone, email, etc.).
If you are looking for an accessible, jargon free advisor who is passionate about building a better world, please contact me.
Sucheta has an LL.B. from Osgoode Hall Law School. She is a graduate of the Canadian Securities Institute’s Professional Financial Planning Program, a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI) and a Certified Financial Planner (CFP). Sucheta has also earned Canada’s Responsible Investment Advisor Certification (RIAC).
She is a past President of the Board of the Responsible Investment Association’s predecessor, the Social Investment Organization, and has also volunteered on the Boards of East End Community Health Centre, Straight Goods and Planet in Focus She is currently honoured to be on the board of the Catherine Donnelly Foundation..