SEI (NASDAQ:SEIC) is a leading global provider of investment services with over C$350 billion in assets under management. SEI’s Institutional Group is one of the first and largest providers of outsourced chief investment officer (OCIO) services and manages over C$100 billion in OCIO assets for over 470 clients in eight countries. The company has been providing investment management services to nonprofit institutions for over 20 years and today has more than 150 nonprofit clients. SEI has been servicing institutional clients in Canada since 1983 and, through its Toronto-based office, serves as an OCIO for more than 40 Canadian clients representing over C$5.3 billion in assets under management.
NEI Investments (NEI) is a mutual fund company that is committed to making excellent, independent portfolio managers accessible to Canadian retail investors through three competitive fund families: NEI Funds, Northwest Funds and Ethical Funds. With true active management and a relentless, disciplined focus on risk management, NEI strives to deliver superior risk-adjusted returns to investors as they work toward their financial goals and a secure future.
In addition to offering smart investment choices through some of the elite portfolio managers in the industry, we take special pride in our commitment to providing the highest level of service, expertise and support to investors and to the financial advisors who serve them.
NEI is also home to Canada’s largest team of in-house socially responsible investing specialists who, as our ESG Services Team, provide environmental, social and governance (ESG) analysis to portfolio managers of socially responsible investments, including NEI’s own Ethical Funds.
Founded in 1997, Vertex One Asset Management Inc. is an independently-owned boutique investment firm, managing over $1 billion in assets for institutions and high-net-worth individuals and families. Vertex One offers investors a different approach to asset management, one based on capital preservation in both good and bad markets. To do so, we assess the entire capital structure of a company when investing, and utilize arbitrage, derivatives, and direct lending strategies to diversify by asset class, sector, and strategy. Vertex One employees are collectively the largest investors across its funds.
Neighbourhood Holdings offers competitively priced private first mortgages across British Columbia, Alberta, Manitoba, Ontario and Quebec*.
We pride ourselves on providing borrowers with creative and transparent short term financing solutions for residential properties. Many borrowers have used our funds to purchase their home or investment property, refinance existing mortgage and debts, and access the equity in their property. Our funds can be used to pay off debts such as tax arrears, mortgage arrears, consumer proposals, etc.
We only provide our funds through approved partners. To be put in touch with one of our approved partners please contact us.
* In Quebec we also do business under the name “Investissement Quartier”
BMO Global Asset Management is a multi-asset investment firm focused on meeting the needs of investors, both locally and globally. Our clients have access to a global platform of investment solutions that span:
Our diversified investment platform characterized by distinct skills and investment expertise allows for the development of customizable solutions for our clients based on their needs and risk preferences. We believe that our competitive advantage is grounded in a disciplined investment process, focus on risk management and the strength of our people.
RPIA is built on a solid foundation of experience and a record of outstanding investing. Founded in 2009 by a group of partners who each bring more than 20 years of debt market expertise and international capabilities to the firm.
Dixon Mitchell was founded in 2000 and currently manages over $2 billion on behalf of institutions, foundations, endowments, and affluent families. Our stewardship philosophy emphasizes risk management and cash flow generation to protect and grow financial assets. Our mission is to provide continuity and stability, despite an increasingly complex and volatile investment environment. Dixon Mitchell is 100% employee owned with a culture built around business integrity, client service, and the alignment of corporate and investor interests. Since inception, Dixon Mitchell has significantly grown its complement of professional staff and has accumulated extensive experience in accurate appraisal of fundamentals, asset matching, and policy development.
Silver Heights Capital Management is an exclusive, discretionary investment counsellor focused on creating alpha through high-conviction, absolute return investment management. Founded in 2006 and based in Toronto, we manage assets for affluent families, individuals and select institutions across Canada. A founding principle of our firm is an “investment-first” ethos. We apply a time-tested, rational, business-minded approach to investing.
It is our belief that the optimal approach to safely growing capital is to have the greatest exposure to our best ideas. We therefore seek to invest in high-quality businesses, only acquiring shares when prices are below our estimate of the intrinsic value of the business. When we find these opportunities, we will take concentrated positions, with the objective of achieving superior, risk-adjusted, absolute returns while preserving our clients’ capital and growing it over time. Silver Heights never has, and does not, use leverage.
We believe that alignment between our clients’ interests and our interests achieves the best results. Silver Heights’ founders and senior management have the majority of their investment portfolios invested in the same assets that clients hold.
Responsible Investment for a Sustainable, Inclusive and Productive Economy
Creating a more sustainable, inclusive and productive economy requires a change in the way capital markets function – how we save, how we invest, and what we invest in. For over 18 years, SHARE has been working towards this goal by building responsible investment leadership among Canadian institutional investors. SHARE’s network includes foundations, pension funds, universities, religious investors, mutual funds and asset managers with more than $22 billion in assets under management that share our goal. Together, we are amplifying our voices in support of better corporate accountability and performance through shareholder engagement and proxy voting. We also advocate for legal reforms that will help create a more sustainable financial system.