Middlefield Group

Middlefield is an independent asset management firm established in 1979 with a mission to deliver innovative investment solutions. Over the decades, we have developed a disciplined investment process designed to uncover compelling opportunities while carefully managing the risks that influence returns.

Our core business currently encompasses six equity income mandates—Real Estate, Healthcare, Innovation, Infrastructure, Energy, and Diversified Income—each reflecting our commitment to diversification and the growing importance of sustainability.

We offer a specialized suite of investment products tailored to both individual and institutional investors. These include Exchange-Traded Funds (ETFs), Mutual Funds, Split Share Corporations, Closed-End Funds listed on the Toronto and London Stock Exchanges, and Flow-Through Limited Partnerships.

Loïc DE CUPPER

SESAMm enables companies to extract critical insights from the internet with AI. We provide ESG, sentiment, and thematic analytics by analyzing over 20 billion articles and messages using natural language processing. Our clients are major private equity firms, asset managers, index providers and global corporations.

Eva Grant

Beutel, Goodman & Company Ltd. is a privately owned, independent Canadian investment manager. We are dedicated to creating long-term wealth for our institutional, private wealth and retail clients by helping them achieve their investment objectives.

Megan Wenckowski

Harvest Wealth is a trusted financial planning firm with deep roots in Nova Scotia. With over 100 years of combined experience, we’ve proudly supported families throughout the Annapolis Valley and other rural communities.

Our mission is to educate and empower individuals and families in all aspects of financial well-being. From retirement and insurance planning to tax strategies, business solutions, and estate planning—we offer a wide range of services tailored to your needs.

We’re passionate about seeing our communities thrive, and we believe real change starts with small, intentional steps. At Harvest Wealth, we walk alongside you to build a more secure and prosperous future.

PwC Canada

We have a proud 110-year history of helping Canadian organizations thrive. Our 6,500+ partners and staff are located coast to coast and bring their expertise to provide quality services and products that help solve important problems.

Our industry-focused professional services include audit and assurance, tax, deals and consulting targeting solutions for sustainability and climate, cybersecurity, privacy and financial crime, workforce of the future, finance transformation, value creation, strategic reassessment and cost optimization. We work as one firm to bring different perspectives and capabilities together to achieve what matters most.

With offices in 149 countries and more than 370,000 people, we are among the leading professional services networks in the world. We deliver the best of our collective thinking, experience and solutions to build public trust and create value for our people, clients and communities.

Wyatt Lynds

Qube is a registered portfolio management firm. Though our office is located in Edmonton, we serve clients and institutions in both Alberta and British Columbia. Qube is composed of portfolio managers, investment counsellors, analysts, and administrators. Our investment counsellors are professionals who empathetically assist investors in making and managing wealth.

Federation of Canadian Municipalities

With 25 years of experience, GMF offers risk-adjusted investment opportunities in climate solutions that deliver strong sustainability outcomes along with measurable economic and environmental returns.

The Federation of Canadian Municipalities’ Green Municipal Fund (GMF) is a recognized leader in financing high-impact climate solutions. As FCM’s flagship program, GMF helps Canadian communities build for the future and paves the way for investors to access Canada’s rapidly expanding municipal sustainability sector, unlocking strong return potential while maintaining efficient transaction costs.

CAFIID

The Canada Forum for Impact Investment and Development (CAFIID) is the leading network for Canadian professionals, organizations, and investors committed to mobilizing capital for social and environmental impact in emerging and frontier markets. With over 130 members spanning financial institutions, development finance experts, asset managers, foundations, and entrepreneurs, CAFIID is a catalyst for growing Canada’s role in global impact investing.

Through over 30 activities per year, including convenings, knowledge-sharing sessions, and collaborative field-building initiatives, CAFIID connects its members to opportunities, insights, and global best practices. Our three Communities of Practice—Gender Lens Investing, Impact Measurement and Management, and Climate Finance—create space for practitioners to deepen their expertise, co-develop solutions, and help shape the evolution of the field.

What We Do

  • – Field-Building: CAFIID strengthens Canada’s impact investment sector by enhancing its global profile, building bridges between Canadian and international markets, and contributing to the development of enabling policies and investment frameworks.
  • – Convening and Connecting: We create opportunities for members to meet, learn from each other, and engage in business collaboration, fostering a more cohesive and effective impact investing sector.
  • – Education and Thought Leadership: Through research, publications, and knowledge-sharing platforms, CAFIID helps raise awareness, improve best practices, and enhance the impact investing ecosystem in Canada and beyond.

As an RIA member, we look forward to sharing knowledge and fostering connections between global impact investing and responsible investing communities. We welcome RIA members to connect with us, explore synergies, and join our efforts in strengthening Canada’s leadership in impact investing.