Membership Type: Associate

PenderFund Capital Management Ltd.

Pender was founded in 2003 and is an independent, employee-owned investment firm located in Vancouver, British Columbia. Our goal is to protect and grow wealth for our investors over time. We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage our suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve our goal.

Pender’s ESG policy encourages analysts/PMs to integrate, manage, and report on ESG matters within their investment process. Pender believers that incorporating ESG matters into investment decision making process and active ownership practices are key to protecting and growing wealth for our investors over time.

Forum Asset Management Inc.

Founded in 1996, Forum Asset Management Inc. is an alternative investment management and principal investment firm dedicated to achieving extraordinary outcomes for its stakeholders through a wide array of investment strategies including real estate, private equity, and infrastructure. For over 25 years, Forum has delivered a cumulative return on invested capital in the top 1% of Canadian alternative asset managers and oversees approximately CAD $1.7 billion in AUM.

Forum understands the importance of long-term responsible investing and the impact that its investment decisions have on the environment, surrounding communities, and society at large. We are dedicated to creating and implementing an environmental, social, and governance (ESG) strategy that can be integrated into each aspect of our investment decision-making process.

TD Asset Management

TD Asset Management Inc. (TDAM), a member of TD Bank Group, is a North American investment management firm. TDAM offers investment solutions to corporations, pension funds, endowments, foundations and individual investors. Additionally, TDAM manages assets on behalf of almost 3 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, professionally managed portfolios and corporate class funds.
TDAM is committed to being exceptional for our clients:

• Depth of Experience: Our team of multi-disciplinary Portfolio Managers have an average of 22 years’ experience

• Breadth of Expertise: Our collaborative approach means you may benefit from a broad spectrum of expertise. Our deep and experienced Asset Allocation, Public Equities, Fixed Income, Alternative Investments and Commodities teams draw on the strength of over 300 investment professionals to build disciplined portfolios that aim to meet our clients’ needs.

• Disciplined Risk Management: Risk management is at the core of everything we do. We have a large and dedicated risk management team with a disciplined and objective research process with a focus on thorough analysis of company and industry fundamentals.

• Committed Environmental, Social and Governance (ESG) Approach: We have a dedicated ESG Research and Engagement team reporting to the Chief Investment Officer and participate in numerous industry initiatives, including Climate Action 100+ among others.

Asset management businesses at TD manage $454 billion in assets. Aggregate statistics as at March 31, 2024 for TDAM and Epoch Investment Partners, Inc. Both entities are affiliates and are wholly-owned subsidiaries of The Toronto-Dominion Bank.

RGP Investments

Since 1997, RGP Investments has provided its clients with innovative investment solutions. Our team of portfolio managers combines experience, creativity, and a science-based approach to help investors achieve their financial goals. As an investment fund manager specializing in the active management of sectors, we advocate a thoughtful, proven and integrated approach.

Responsible Investing (ESG) is at the heart of our corporate priorities and our investment philosophy. Considering the impact of your investments on our society and the environment is no longer an option, but rather a necessity. In this sense, we are establishing strategic partnerships to position ourselves as a leader in the area of Responsible Investing. We strive to align the growth of your capital with your values – a passion that unites us. RGP Investments is a United Nations Principles for Responsible Investment (PRI) signatory and member of the Responsible Investment Association (RIA).

Ask your financial advisor how RGP Investments can work within your portfolio.

Kaleido Growth Inc.

Kaleido Growth Inc. was founded in 1964 and has been dedicated to education savings ever since. As a scholarship plan dealer and investment fund manager, it offers registered education savings plans (RESPs) to Quebec and New Brunswick families and supports them so their children can achieve their full potential. Authenticity, performance and responsibility are the organization’s core values.

Kaleido has its head office in Quebec and has over $1.8 billion in assets under management. Sustainable investment is an important pillar of its asset management strategy.

MICA Cabinets de services financiers

MICA est une entreprise familiale aux ambitions sans limites qui brille par sa croissance dans l’industrie des services financiers. Reconnu pour l’excellence de son service-conseil, son éthique professionnelle, son accompagnement sur mesure et son environnement chaleureux, MICA attire les meilleurs conseillers financiers indépendants de partout au Québec.
Chez nous, chacun se dévoue vers l’atteinte d’un objectif commun : être les meilleurs pour offrir le meilleur.

MICA est une entreprise de proximité, où les liens qui sont tissés sont solides. Chez nous, le plaisir va bien au-delà des affaires! Nous choisissons de travailler avec des gens qui nous ressemblent et qui partagent la même passion pour la profession. Guidée par des valeurs profondément humaines, MICA vise sa pérennité en privilégiant la qualité versus la quantité, en misant sur les relations durables.

MICA offre un soutien inégalé à sa force de vente sur de nombreux aspects de leur pratique. Nous mettons nos efforts et ressources à disposition du conseiller pour lui permettre de se concentrer sur ce qui compte vraiment : les intérêts et le bien-être de ses clients pour permettre l’établissement d’une relation de confiance durable.

MICA défie constamment le statu quo pour accroître les opportunités d’affaires et se positionner comme étant le Family Office par excellence des conseillers indépendants au Québec.

Notre offre 360 degrés
• Planification financière
• Assurances de personnes
• Épargne et investissement
• Courtage hypothécaire
• Assurance collective et Régime de retraite
• Gestion privée de patrimoine

Aujourd’hui, MICA gère un actif de plus de 4,3 milliards de dollars et a plus de 85 millions de dollars de prime d’assurance en vigueur, suscitant la confiance de 35 000 épargnants, l’engouement des meilleurs conseillers de l’industrie et l’attention du monde des affaires.

AU TOP en 2020!

MICA trône Palmarès des cabinets multidisciplinaires du Journal Finance & Investissement depuis les 13e dernières années.

MICA se taille une place au 408e rang des lauréats de la prestigieuse liste 2020 du Growth 500, réunissant les entreprises les plus prospères, les plus dynamiques et les plus importantes du pays, pour une 7e fois.

Central 1 Credit Union

At Central 1, we power financial institutions. We’ve been doing that for more than 75 years. Our vision is to be a partner of choice for financial, digital banking and payment products and services. Our role as that partner supports the success of credit unions and by extension, the financial well-being of Canadians.

We power financial, digital banking, and payment products and services for more than 250 credit unions and clients across Canada. We fuel a strong and stable credit union system by managing the liquidity of British Columbia’s and Ontario’s credit unions. This includes delivering a robust array of funding programs and investment products.

Central 1 is a signatory of the UN supported Principles for Responsible Investment (PRI). We believe, as many in the industry do, that addressing key environmental, social, and governance (ESG) factors is crucial to developing a sustainable financial system. ESG considerations are a core part of our holistic approach to evaluating our investment holdings.

Embark Student Corp.

Education savings is our passion, and at Embark, it’s all we do. As Canada’s education savings and planning company, we’re blazing a trail – simplifying the path with industry-leading tools, advice and tailored investment plans that make the difference between dreaming and doing.

With $6.1 billion in assets under management, we manage over 500,000 RESPs for our customers, and each year approximately 60,000 students attend post-secondary school with the help of one of our plans.

Waratah Capital Advisors

Waratah Capital Advisors is a Toronto-based asset manager that specializes in alternative strategies. Waratah manages over $2 billion in assets from high-net-worth individuals, family offices, foundations, Canadian bank platforms, and pension funds. With a team of 44 experienced professionals, Waratah combines intensive research-driven stock selection with a disciplined and robust risk management program. Founders and employees collectively represent over $120 million of the firm’s assets under management.