Services offered: Taxation planning

Rally Assets

Rally Assets is an impact investment management firm. The firm helps investors generate positive social and environmental impact alongside a financial return. Rally creates impact funds and other portfolios to enable foundations, other institutional investors, family offices and individual accredited investors to invest in alignment with their values. Through its joint venture in Realize Capital Partners, Rally is a fund-of-funds manager for the Government of Canada’s Social Finance Fund.

Rally is a Portfolio Manager and Exempt Market Dealer registered in Alberta, British Columbia, Ontario and Quebec with the respective provincial securities commissions.

Rally is a certified B Corporation.

MSCI ESG Research

For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research. MSCI serves 99 of the top 100 largest money managers, according to the most recent P&I ranking.

ISS ESG

ISS ESG, the responsible investment arm of Institutional Shareholder Services, helps investors develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through a suite of industry leading solutions. It also provides climate data, analytics, and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. In addition, ESG solutions cover corporate and country ESG research and ratings enabling its clients to identify material social and environmental risks and opportunities. For more information, please visit us at: www.iss-esg.com

FTSE Russell

FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, our indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.
Approximately $16 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, asset owners, asset managers, ETF providers and investment banks have chosen our indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives.

CUMIS

The CUMIS Group Limited (CUMIS), which is part of The Co-operators group of companies, partners with credit unions to deliver competitive insurance and financial solutions. As the leading provider of insurance-related products and services to the Canadian credit union system, CUMIS serves over 300 credit unions, with a total of more than 5.5 million members.

OPTrust

With net assets of over $26 billion, OPTrust invests and manages one of Canada’s largest pension funds and administers the OPSEU Pension Plan (including OPTrust Select), a defined benefit plan with over 114,000 members.

As a pension delivery organization, we exist to serve our members, active and retired. Ensuring we can pay pensions today and preserve pensions for tomorrow is our mission each and every day.

Bâtirente

Bâtirente offers members of labour unions affiliated to the CSN a retirement system integrating accumulation plans and retirement benefit plans. A mix of eleven investment funds is available. Of those, five are diversified funds providing return/risk profiles that can be adapted to your needs and to the various stages of your life. To make your life simpler while offering you an optimal portfolio throughout your career and your retirement, Bâtirente offers Trajectory, its turnkey investment strategy.

Bâtirente was created in 1987 at the initiative of the CSN, to give women and men workers access to retirement plans adapted to their needs. In addition, this group retirement savings system provides many advantages. Bâtirente’s management fees are lower than those of most comparable funds, and discounts are granted to groups based on their size and accrued assets. Registered as a financial services firm, Bâtirente directly assumes the distribution of its products and services.

Three hundred groups, most of which are labour unions affiliated to the CSN, have established Bâtirente retirement plans. Some 21,000 members use them to build their retirement financial security. In addition, Bâtirente signs agreements with institutions wishing to take advantage of the investment system that it established. These institutions comprise labour unions, associations, co-operatives, social economy organizations, private funds and foundations.

Bâtirente retirement plans are usually implemented upon the signing of collective agreements that establish capital accumulation plans featuring employer and employee contributions. All members of Bâtirente accumulation plans may voluntarily continue to enjoy the advantages provided by its collective retirement system when the time comes to transfer their capital to retirement benefit plans.

University of Toronto Asset Management

The University of Toronto Asset Management Corporation (UTAM) was established on April 25, 2000, by the Governing Council of the University of Toronto as a separately incorporated investment management organization governed by its own independent Board of Directors.

UTAM’s sole activity is to manage certain assets of, or under the administration of, the University of Toronto.

We do not have any other clients, and our entire focus is on managing these assets prudently, and in accordance with our client’s directions.

United Church of Canada

What We Believe
United Church faith communities welcome people from all backgrounds and orientations. This section offers an overview of our beliefs.

Faith and the Bible
The Bible is the shared standard for our faith, but members are not required to adhere to any particular creed or formulation of doctrine.

Baptism and Communion
The United Church celebrates two sacraments-baptism and communion-by which we encounter the presence and goodness of God.

Marriage
Each person is a unique, loved creation of God; we welcome all people to the full life of Christian community, including marriage.

Relationship and Inclusion
Respectful of the religious practice of all people of goodwill, we are a welcoming church that is challenged to ongoing renewal.

Social Justice
Following the example of Jesus, we believe that we strengthen one another to work, through God’s grace, for a better world.

Giving, Generosity, and Gratitude
God’s endless generosity to us encourages our own response to contribute in many ways to God’s mission in God’s world.

Real Estate Foundation of BC

The Real Estate Foundation of BC (REFBC) is a philanthropic organization based in British Columbia, Canada. Our work supports land use and real estate practices that contribute to resilient, healthy communities and natural environments.

The Foundation works to transform land use attitudes and practices in two ways: through grants to support research, education and law/policy reform; and through initiatives and special projects that bridge gaps in research and collaboration.

REFBC Grants

Since launching the grants program in 1988, we have approved more than $75 million in funding to support real estate and land use projects across the province. Our grants support non-profit organizations working to improve BC communities and natural environments through responsible and informed land use, conservation and real estate practices.

Our Funding

In most cases, when property is purchased in British Columbia, real estate brokerages will hold the deposit in a pooled trust account until the sale closes. Under the Real Estate Services Act, the Foundation receives any interest earned on these trust accounts. In turn, we use those funds to support real estate related education, research, law reform, and other land-related activities intended for the public or professional good.

Governance

The Foundation is directed by a Board of Governors, which consists of seven appointed members. The British Columbia Real Estate Association, the Real Estate Council of British Columbia, the Real Estate Institute of British Columbia, and the Union of BC Municipalities each appoint one member. The Minister of Finance (BC government) appoints three members.

Each Governor’s term varies according to their appointing body, and they can be appointed for two consecutive terms. The Foundation’s Chair and Vice-chair are elected at REFBC’s annual general meeting in March and each serve for one year.

History

In 1985, the British Columbia real estate industry, in cooperation with the provincial government, enacted legislation that established the Real Estate Foundation. Under the Real Estate Services Act (BC), our main purposes are “to undertake and carry out real estate public and professional education, real estate law reform, real estate research and other projects intended for the public or professional good in relation to real estate activities.”

While there are parallel foundations across Canada in the legal field, the Real Estate Foundation of British Columbia and the Alberta Real Estate Foundation are the only two foundations of their kind.