Mutual fund dealer
Mutual fund dealer
Mutual fund dealer
Depuis près de 20 ans, je suis un conseiller en placement au sein du Groupe Ouellet Bolduc, une équipe de Valeurs mobilières Desjardins. Nous sommes fiers de gérer près de 1 milliard d’actifs grâce à une équipe composée d’une quinzaine de personnes réparties dans les différentes régions de la belle province du Québec (Rimouski, Gaspésie, Québec, Montréal). Notre style de gestion valeur mise sur la sélection de titres de grande capitalisation de qualité.
En plus d’accompagner nos clients dans l’atteinte de leurs objectifs financiers, nous prônons l’adoption de saines habitudes de vie par l’intermédiaire d’une implication active dans des activités caritatives comme le défi Pierre Lavoie. En effet, nous cherchons à sensibiliser les gens à l’importance de demeurer actifs pour leur bien-être physique et moral améliorant du coup leur qualité de vie.
C’est pourquoi nous avons décidé de créer un nouveau mandat de gestion ESG qui combine notre expertise financière à notre souci d’avoir un impact sur nos clients et les générations futures. Grâce à la collaboration de notre partenaire Vigeo Eiris, nous offrons une solution qui va contribuer à faire une différence.
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!
CABINET DE PLANIFICATION FINANCIÈRE
CABINET DE SERVICES FINANCIERS
Au service de l’Union des Artistes
Becoming a natural Responsible Investor has never been so easy and efficient. At Larochelle-Conseils, Lyne is providing a great experience and mature convictions of Responsible Investing as an independent Financial Advisor since 2011.
The best portfolio that is fully or partially integrated with ESG factors comes with advice and regular follow-up along the way through your life.
Prosperity and values is a smart match to make. Put your money at work the way you believe it truly counts.
Your Advisor and partner for a greater tomorrow,
Over the past 28 years, Sara has built her practice as investment advisor and financial planner, guided by her core business values of integrity, transparency, trust and respect.
From social entrepreneur in the 1980’s to financial advisor since 1993, Sara has long believed in the power of business to contribute to positive change in society.
She is passionate about responsible investing, and helping people meet their financial goals, in concert with their personal values.
For many years, Sara was an Executive member of the Ethical Investment Group (EIG), an investment club in Montreal, dedicated to proving that investors can do well while doing good! Also a lover of the arts, Sara acted as President of the board of directors at Youtheatre for over 15 years, and remains an active supporter.
Aligning our Values – Investing for positive change
Corporate Social Responsibility (CSR) has become one of the standard business practices of our time. Companies committed to CSR make a powerful statement and positive impact in an often indifferent world.
It’s all connected.
My Name is Ian Candfield, I am a Senior Wealth Advisor with CIBC Wood Gundy. For over 20 years, I have provided affluent clients with an investment experience that is highly structured and easily understood to ultimately help clients achieve their investment goals. My philosophy is conservative in nature.
I am passionate about Socially Responsible Investing (SRI). SRI allows me to align my personal beliefs with my investment choices. Investors don’t have to give up returns when investing in SRI Funds and they actually increase downside protection by screening for Socially Responsible Companies. I am a member in good standing of the Responsible Investment Association of Canada.
Sustainable and responsible investing
Green your portfolio and support companies that care about people and the planet. Companies are realizing that sustainability goes beyond the short-term financials. Long-term viability requires value be placed on social and environmental components of business. A good business is also a good citizen.
I am committed to making a difference in my community. I support the Crusade against Cancer and have recently accepted a position on the Board of Directors of the TQSOI. Both charities support Montreal’s West Island communities.
To learn more about establishing a Wealth Management Platform that includes Financial and Estate Planning and Socially Responsible Portfolio Management, please call me at 514 694 -7281.
Let’s build a better world together.
This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2019.
CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
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