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.
Services offered: Insurance & risk planning
Jeffrey Greenfeld, CFP®, EPC, RIS
As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.
Adam Malcolm
Ever wondered how to make your love for the arts change the world?
It’s no secret that growing your wealth while supporting the arts is challenging. Many entrepreneurs and philanthropists in the arts struggle to use their financial success for sustainable community impact.
What I do is simple: I provide strategic financial planning and philanthropic guidance tailored to harmonize your wealth with your passion for the arts. I help you manage your wealth so that it enriches your personal values and cultural interests.
I’ve successfully guided numerous clients in turning their financial portfolios into engines of cultural patronage and community development. This not only boosts their personal fulfillment but amplifies their societal contributions.
I’m Adam Malcolm, an actor and singer turned financial planner, uniquely specializing in helping philanthropic-minded business leaders and newcomers to philanthropy in the arts. I work with purpose-driven individuals to ensure their financial strategies align with their personal goals and make a lasting impact on the community.
As a member of the Canadian Association of Gift Planners (CAGP), and a holder of the Master Financial Advisor – Philanthropy (MFA-P) designation, charitable giving is a core part of who I am. I am active in the Toronto arts scene and a key member on the board of directors for several charities, I make giving back to the community – through dollars or through time – a part of our plan.
Ready to grow more than just your wealth? Let’s transform you into a force for positive change.
Get in touch via LinkedIn or email at Adam.Malcolm@ig.ca to start turning your passion into action.
Duncan Brownlee
Duncan Brownlee, MBA, CIM, RIAC
RBC DOMINION SECURITIES
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.
Carol Nichols-Tremblay
Allan Xavier, CFA, RIAC
Robert Lando
Our aim is to provide clients with excellent service, professional advice and adequate knowledge to match their risk tolerance and investment objectives, allowing them to meet their financial goals and helping them plan for a better retirement.
We treat clients with honesty and integrity and strive to develop better relationships with them.
Sanjay Gupta
Stuart Rowles
Brian Barsness
Brian brings over 25 years experience in wealth management and over 20 years focused in Socially Responsible Investing. Especially experienced in helping clients align their faith, values, and dreams with their investment objectives. His firm offers full wealth management expertise including risk reduction and tax planning strategies for both business owners and individuals. His services include full financial and estate planning.
Mutual funds provided by Sterling Mutuals Inc.