IIROC Archives - Page 12 of 16 - Responsible Investment Association

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Located in the heart of Canada’s largest and the world’s most diverse city, MaRS is uniquely placed to lead change. We bring together educators, researchers, social scientists, entrepreneurs and business experts under one roof. Founded by civic leaders, we have a mission that is equal parts public and private – an entrepreneurial venture designed to bridge the gap between what people need and what governments can provide.

Place Matters

MaRS is more than a building, it’s building on MaRS co-founder Dr. John Evans’ vision for the future. Great minds may not think alike but they like each other’s company; a brilliant idea in isolation is not enough to create a real breakthrough.

MaRS is a leader in the trend toward urban innovation districts, which allow entrepreneurs access to corporations, investors, mentors, university institutions and labs to test their concepts. We are where inspiration meets realization.

Community Leader

Innovation doesn’t just happen. As the Toronto Discovery District’s commercialization hub, MaRS gives entrepreneurs what they need most: a home with access to networks and capital. This community keeps our most promising talent here, and supplies established businesses and institutions with a steady stream of creativity.

Partnerships

As a home to entrepreneurs and a bridge to the business world, MaRS helps companies bring breakthrough ideas to market and scale globally. Partnerships are key, and building our corporate network has been a priority.

We work with corporations willing to leverage their global reach to assist startups seeking footholds in foreign markets. Corporations, in turn, are embedding teams at MaRS to boost creativity, scout talent and rekindle their entrepreneurial flames.

Venture Services

Entrepreneurs are a sociable bunch; they enjoy interaction as well as transaction. A chance to meet like-minded individuals is a major reason startups join MaRS Venture Services, whose main goal, of course, is to help them accelerate by providing expert advice, market intelligence and access to capital, as well as connections to talent and customers.

Impact

MaRS is not just about creating billion-dollar companies, but touching a billion lives. We are creating a vanguard of entrepreneurs working to improve society for future generations and making a difference beyond our borders.

Inspirit Foundation

Our Vision

We envision a more inclusive and pluralist Canada where our differences are valued and engaged, and everyone has an equal opportunity to thrive both socially and economically.

Our Mission

We work to promote inclusion and pluralism through media and arts, support for young change leaders and impact investing-specifically addressing discrimination based on ethnicity, race and religion.

Hamilton Community Foundation

Our Vision: A vibrant, inclusive Hamilton

Our Mission: To drive positive change by connecting people, ideas and resources

We drive positive change in Hamilton by:

– Helping people give in a way that has meaning to them and impact in the community. Like all community foundations, HCF is unique from other charities because donors may support any area of charitable interest including arts and culture, education, health and human services, environment and recreation.
– Supporting all aspects of community life through grants and financing to a wide range of charitable organizations and initiatives. Beyond our traditional granting, HCF is unique in Hamilton because we also offer loans to charitable organizations and initiatives. This puts more of our capital to work for Hamiltonians. We also increase the amount of funds available to Hamilton programs by leveraging partnerships and matching gifts from a range of private and public partners.
– Engaging in community leadership by bringing people together to address priority issues that affect Hamiltonians. Leadership is an HCF hallmark. We mobilize our knowledge, assets and relationships to address emerging community issues and opportunities. We act to drive positive change and foster a vibrant inclusive city.

Hamilton Community Foundation (HCF) is part of a network of over 191 Canadian community foundations who contribute time, leadership and financial support to initiatives that benefit their community most, based on an intimate understanding of local needs and opportunities.

Charitus

Charitable foundation that offers responsible investment support and services, fundraising and gift planning expertise across Canada.

Ceres

Ceres is a sustainability nonprofit organization working with the most influential investors and companies to build leadership and drive solutions throughout the economy. Through powerful networks and advocacy, Ceres tackles the world’s biggest sustainability challenges, including climate change, water scarcity and pollution, and human rights abuses.

Our mission: Ceres is transforming the economy to build a sustainable future for people and the planet.

Stephen Whipp

Feeling shut down when you ask your advisor about the environmental record of companies you invest in? Been told you can’t make money investing responsibly? Uncomfortable about your hard-earned money being used to undermine the things you hold most dear?

We can help.

Responsible investing is not a sideline for Stephen Whipp Financial – it’s the only way we do business. We were early adopters and remain one of the few retail advisor teams in Canada to offer this level of dedicated knowledge and expertise.

We weigh more than short-term financial performance when assessing potential investments. We look for liabilities such as human rights violations, unethical governance or unsustainable environmental practices. These are risks to be factored into investment choices, along with the financials of a company. We look for strengths in the same areas, as we see them as indicators of a company’s long-term viability and sustainability. It’s a disciplined strategy that’s about managing your money without compromising your values.

This is activist investing with a long view. To preserve and protect the things most important to you. Not undermine them. Connecting the dots between what your money is doing and what you value for yourself, your family, the broader community and the planet.

Ross Campbell

Ross has been involved in the financial services industry since 1981. In 1993, Ross started work with Assante Capital Management Ltd. as a Senior Financial Planning Advisor. Prior to joining Assante, Ross was with the Ontario Civil Service Credit Union for five years and a major bank and trust company for another eight years.
Ross’ education includes a B.A. (Trent University) and a B.A.S. (York University). Designations include his CFP (Certified Financial Planner) and R.F.P. (Registered Financial Planner). In addition, Ross is securities licensed and has his Level II insurance license.
Ross’ professional memberships include the Social Investment Organization, the Canadian Centre for Ethics and Corporate Policy and the Institute of Advanced Financial Planners.
Ross offers a comprehensive financial planning service that will enhance client well being. This includes investments, retirement planning, insurance and estate planning. Investments will be recommended based on the client’s goals and investment philosophy including socially responsible investments.

Petra Remy

“What’s Your Story”

While you Steer your Career or Business
Who’s Steering your Finances?

Changes in the financial world happen fast. Filtering through the noise and anticipating market fluctuations is job that no hard-working professional has time for. While you dedicate your time to professional growth in your field, the Remy Investment Group will stay at the front lines of your financial plan, and help you reach sustainable growth with a complete wealth management strategy.

Financial management has become increasingly complex. With so many different aspects of personal professional finance to manage it is essential to have a full team of experts handling the specialized details of your tax, estate, investment, transitioning, cash flow considerations and ESG screening.

Responsible Investing; Transition Strategies; Investment Strategies; Estate Management; Tax Strategies and Genuine Communications.

Daniel Cheng, CFA, RIAC, FCSI

For more than 20 years, Daniel has provided sound financial advice and portfolio management to individuals, families and businesses. He helps clients protect and grow their wealth through an income-oriented and risk-managed dividend growth style. His expertise allows him to provide unbiased wealth management advice to clients, which includes aligning their investments with their core values. Daniel’s past role as the lead Portfolio Manager of a top-ranked Canadian dividend fund, small cap fund and energy fund provides clients with a unique investment approach normally only available to large institutions and funds.

A lifelong Calgarian, Daniel has a Bachelor of Commerce degree with a major in finance from the University of Calgary’s Haskayne School of Business. He has also earned the coveted accreditations of Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI) and Responsible Investment Advisor Certification (RIAC). He is also Life Insurance licensed, allowing him to provide a comprehensive approach to estate protection and preservation strategies.

Daniel is actively involved with numerous charities including serving on the Boards of the Luna Child and Youth Advocacy Centre and Wing Kei Care Centre. He is a student mentor in the University of Calgary’s Calgary Portfolio Management Trust Program and is Honorary Chair of the Up the Down Dinner in support of the Down Syndrome Resource Foundation. Daniel is married with two young girls. His passions include travelling, reading, playing tennis, skiing, cycling and being able to give back to the community.

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.