Corporate Members Corner

    AFOA Canada would like to acknowledge our Corporate members for their continued support and involvement over the many years.  Please visit our Corporate members to see what services they can offer you.

Website:  www.asilp.com
Contact:  Lyndon Olfert
Location:  Winnipeg, MB

Aboriginal Strategies Limited Partnership

As a First Nation owned business, Aboriginal Strategies is committed to provide high quality financial advice, accounting training, and administrative support to our First Nation clients, with a goal to develop their capacity for healthy fiscal independence. Our priority is the support and training of First Nation client staff. 

Our services include comprehensive accounting and financial advice, debt management planning, assistance with Indian Affairs intervention policy, accounting development and training, systems analysis, and computer network installation. 

Website:  www.Adagio-by-softrak.com
Contact:  Andrew Bates
Location:  Vancouver, BC

Adagio by Softrak

Softrak is a complete suite of accounting modules for First Nations, Not for Profits, building and contracting, professional services and distribution companies. With more than 20 Adagio accounting modules and more than 20 Third Party modules that integrate with Adagio by Softrak, we are better equipped than ever to bring out the best in your band accounting system and the businesses you control. With Adagio Consultant Resellers all over Canada, who are experienced in the special needs of First Nations, Adagio is the First Choice for First Nations.



Website:  www.aon.com
Contact:  Marshall Murdoch
Location:  Winnipeg, MB

AON Reed Stenhouse

Aon plc (NYSE: AON) is the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services. Through its more than 62,000 colleagues worldwide, Aon unites to empower results for clients in over 120 countries via innovative and effective risk and people solutions and through industry-leading global resources and technical expertise. Aon has been named repeatedly as the world's best broker, best insurance intermediary, reinsurance intermediary, captives manager and best employee benefits consulting firm by multiple industry sources. Visit www.aon.com for more information on Aon and www.aon.com/manchesterunited to learn about Aon's global partnership and shirt sponsorship with Manchester United.
           
Website: www.aptn.ca
Contact:  
Location:  

APTN


Website:  www.bdo.ca
Contact:  Renee Carey
Location:  Toronto,ON

BDO

At BDO, we understand you face unique challenges and opportunities. Our experience working with First Nation groups and Aboriginal organizations provides us with an extensive insight into the issues most important to you and future generations. Our Aboriginal Services Group works hard to keep abreast of Aboriginal legislative, taxation, financial and economic issues. 

Our specialists work with you to develop practical approaches and solutions in the areas of strategic planning, accounting, auditing, economic development, management, taxation, technology consulting, and human resource development. 

We recognize that your challenges extend beyond the Band and Council, into other business. Our specialists are not just Chartered Accountants, they come from disciplines designed to assist Aboriginal and non-Aboriginal organizations. They have expertise in many industries including hospitality and tourism, forestry, mining, hydro-power generation, credit unions, farming, and gaming operations. 

Our BDO services are divided into two important categories:

Business Advisory Services – We offer audit, management and financial services to Aboriginal-owned and -operated businesses and bands to help bring your organization to the next level of success.

Community Advisory Services – Our BDO professionals work closely with community leadership to ensure your cherished way of life is preserved for the future. We help to relieve your community of, or lessen, government intervention to become self governing.

For more information about our Aboriginal services please visit our website.

To download a copy of our 2010 First Nations and the Canadian Tax Environment publication click here.


Website:  www.cbu.ca/crawford
Contact:  Mary Beth Doucette
Location:  Sydney, NS

Cape Breton University’s Purdy Crawford Chair in Aboriginal Business Studies


The Purdy Crawford Chair in Aboriginal Business Studies at Cape Breton University promotes interest among Canada’s Aboriginal people in the study of business at the post-secondary level, while undertaking pure and applied research specific to Aboriginal communities.

The Chair focuses its work in four areas: research on what “drives” success in Aboriginal business; national student recruitment in the area of post-secondary business education; enhancement of the post-secondary business curriculum; and mentorship at the high school and post-secondary levels.

The Chair operates In.Business:  A Business Network for Indigenous Youth, which is a high school business mentorship program focused on teaching students more about business and enabling them to make informed decisions about considering business as a post-secondary option when they graduate from high school.
Cape Breton University is Atlantic Canada’s leader in Aboriginal post-secondary education with more than 500 Aboriginal graduates holding Cape Breton University degrees.

Website:  www.ccab.com
Contact: Anne Quianzon
Location:  Toronto, ON

Canadian Council for Aboriginal Business (CCAB)


The Canadian Council for Aboriginal Business (CCAB) is committed to the full participation of Aboriginal peoples in Canada’s economy. A national non-profit, non-partisan association, CCAB offers knowledge, resources, and programs to both Aboriginal and non-Aboriginal owned companies that foster economic opportunities for Aboriginal peoples and businesses across Canada.

CCAB programs include Progressive Aboriginal Relations (PAR), Certified Aboriginal Business (CAB), and the Aboriginal Business Mentorship Program (ABMP). CCAB confers four awards each year: the Aboriginal Business Hall of Fame (ABHF) Lifetime Achievement Award, the ABHF National Youth Entrepreneur Award, the Aboriginal Economic Development Corporation Award, and the Award for Excellence in Aboriginal Relations. These are given to recipients at our Annual Toronto, Calgary, and Vancouver Galas.

CCAB is also a leader in national research on the Aboriginal economy, developing the most comprehensive data available on Aboriginal entrepreneurs and community owned economic development corporations.


Website:  www.cgov.ca
Contact:  Sheila Norman
Location:  Toronto, ON

CGOV Asset Management

Established in 1995, CGOV Asset Management invests over $4.3 billion on behalf of high net-worth families, charitable organizations, pensions and First Nations Trusts.

Constructing investment portfolios is about more than simply buying shares in the stock market.  It demands a thorough understanding of each client and a customized approach to meet their needs. CGOV is well positioned to meet the needs of First Nations Trusts.  Our portfolio managers have extensive experience managing their clients’ investment portfolios and servicing the Trustees.

CGOV is a member of the National Aboriginal Trust Officers Association (NATOA), which was established to educate Trustees of new or existing Trusts on investment, accounting and legal issues affecting their Trusts.  The CGOV Foundation is currently supporting students taking the Trustee Accreditation course who cannot afford their tuition fees.  The CGOV Foundation has also funded projects within The Canadian Women’s Foundation which are designed to prevent human trafficking, violence and poverty against aboriginal women and girls.  And recently, The Foundation has provided funding for Indspire.  
First Nations
We are uniquely positioned to accommodate the needs of aboriginal communities. Our high-touch service culture, our experience in educating and counseling clients and our solution-based portfolio strategies are key elements in supporting their investment objectives.

Foundations
Our portfolio managers have extensive experience managing investment portfolios for foundation clients and they recognize their unique requirements. Whether it is to supplement disbursement requirements, or protect against inflation, we have investment solutions to meet those needs.
Website:  www.cinup.com
Contact:  Angie MacIntosh
Contact: Tom Hodgson
Location:  Winnipeg, MB

CINUP - JG Benefits Inc.

CINUP’s group insurance and pension benefits provide unique solutions designed to meet employee needs while working within an organization’s budget requirements. 

With flexibility and tailored plan designs, CINUP is a vehicle for Aboriginal organizations across the country to purchase group benefits as a large, collective force rather than individually. Together, CINUP organizations gain access to better products and services not generally available to smaller groups or stand alone plans. CINUP believes its strength is in its members; together as one achieving a marketplace power, enhancing benefits, services and education. 

With a reputation for providing superior levels of service and education paired with unique benefit solutions, CINUP has become a trusted name in Aboriginal communities for over three decades.

           
Website:  www.cpacanada.ca
Contact: Sandy Hilton
Location:  Toronto, ON

Chartered Professional Accountants of Canada

Chartered Professional Accountants of Canada (CPA Canada) is the national organization established to support a unified Canadian accounting profession. We represent highly qualified professionals who demonstrate an ongoing commitment to providing the highest standards of accounting, ethics and best business practices.

CPA Canada is a progressive and forward-thinking organization whose members bring a convergence of shared values, diverse business skills and exceptional talents to the accounting field. As one of the world’s largest national accounting bodies, with more than 210,000 members across the country and around the world, CPA Canada carries a strong influential voice. We play an important role in influencing international accounting, audit and assurance standards to ensure that these standards are appropriate for Canadian market needs. 
 
Website:  www.deloitte.com
Contact:  Lisa Ethans
Location: Vancouver, BC

Deloitte

Deloitte’s Aboriginal Client Services group provides professional expert advice to First Nations and other Aboriginal and Non-Aboriginal organizations to help meet objectives and build financially successful communities. We continue to innovate and develop creative solutions that assist First Nations to deliver more effective programs and achieve greater returns from their resources. Deloitte has developed tools and brought people with the right expertise together to assist in strengthening and enhancing governance structures and business/wealth creation opportunities. We will work with you to implement a comprehensive approach that best matches your needs.
Website:  www.firstnationsbank.com
Contact:  Leigh Solomon
Location:  Saskatoon, SK

First Nations Bank of Canada

First Nations Bank of Canada is all about commitment -- our commitment to First Nations peoples and more specifically to you, as individual customers. We are committed to providing a total banking relationship by fulfilling your complete banking needs and working diligently to maintain a high level of customer service.


Website:  www.fnfmb.com
Contact:  Shayla Point
Location:  West Vancouver, BC

First Nations Financial Management Board

The FNFMB is Canada’s only legislated body that develops and publishes First Nations Financial Management and Financial Performance Standards and upon request certifies First Nations compliance to those standards. The FNFMB is an Aboriginal institution that provides a suite of financial management tools and services to First Nations governments seeking to strengthen their fiscal stewardship and accountability regime and develop necessary capacity to meet their expanding fiscal and financial management requirements.

The FNFMB is one of the First Nation institutions created through the First Nations Fiscal and Statistical Management Act (FSMA) which is federal legislation designed primarily to provide participating First Nations with the tools and capacity needed to facilitate their participation in long-term pooled borrowing through the Capital Markets – on a similar basis as other governments in Canada – to support their social and economic development objectives.

To support the FSMA’s primary initiative, the FNFMB has established the following standards and corresponding service:

All other First Nations in Canada can access the full range of FNFMB services to support their own financial management and accountability development. These services are completely optional and apply only to those First Nations who choose to make use of them.

Website:  www.fnmhf.ca
Contact:  Deborah Taylor
Location:  Ottawa, ON

First Nations Market Housing Fund

The First Nations Market Housing Fund is the first national fund to enable First Nations to gain easier access to private sector housing financing options.  Through arrangements with First Nations and lenders, the Fund can assist in expanding market-based housing on reserve by providing access to home ownership, rental and renovation loans in First Nations communities.  It is estimated the $300 million Fund will help to provide for up to 25,000 new housing units on-reserve over 10 years.  The Fund will not only help to increase the housing supply, but will also provide First Nations communities, families and individuals with the means to build equity and generate wealth.

Website:  www.heiltsuknation.ca
Contact:  Mercedes Young
Location:  Bella Bella, BC

Heiltsuk Tribal Council


The Heiltsuk Tribal Council act as the governance body for the Heiltsuk membership, they are made up of 1 Chief Councillor and 11 Councillors. The Heiltsuk are currently approximately 3,000 people strong, with half of our membership on reserve. The present-day Heiltsuk (formerly Bella Bella) Band of Indians are the main decendants of Hailhzaqvla-speaking peoples who inhabited an area of approximately 6,000 sq. miles in the central coastal region of what is today known as British Columbia. Heiltsuk traditional territory extends from the southern tip of Calvert Island, up Dean and Burke Channels as far as Kimsquit and the head of Dean Inlet to the northeast, and up the Mathieson and Finlayson Channels to the north. It includes Roscoe, Cousins and Spiller Inlets, and Ellerslie Lake, and the outer coast regions of Milbanke Sound, Queens Sound, and the Goose Island Group and Calvert. To learn more about the Heiltsuk visit www.heiltsuknation.ca

Website:  www.imibrokerage.com
Contact:  Joan Barmby-Halcrow
Location:  Duck Lake, SK

IMI Brokerage

IMI is a 100% Aboriginally owned and controlled Insurance Brokerage Company. We are a private corporation established to market and service insurance and financial products to our clients. IMI Brokerage is licensed to conduct business in the provinces of Manitoba, Saskatchewan, Alberta and British Columbia. IMI operates independently from all life insurance companies.

Website:  http://www.jflglobal.com
Contact:  Chad Van Norman
Location:  Calgary, AB

Jarislowsky, Fraser Limited

A Trusted Investment Manager since 1955
Jarislowsky, Fraser Limited is one of Canada's leading investment firms with more than $40 billion in assets under management. Founded in 1955 as a research boutique, Jarislowsky Fraser today manages the portfolios of First Nations, pension funds, foundations, corporations and individuals in Canada and globally. We serve our clients across Canada through our four offices in Montreal, Toronto, Calgary and Vancouver.

As a proud partner of the First Nations community since 1999, we manage approximately $150 million on behalf of our Aboriginal clients. This ongoing relationship is built on a mutual understanding that the responsible stewardship of their capital is paramount to ensuring the long-term health of their communities. As such, Jarislowsky Fraser is committed to working with First Nations to build segregated portfolios based on our time-tested, low risk approach to generating growth.

Our Commitment to Sustainable Investing
At its core, we believe that sustainable investing is about widening the analysis beyond short-term profit, to favor factors that support long-term value creation. We believe a company's Environmental, Social, and Governance (ESG) policies and track record are likely to be a helpful lens through which to gauge quality. Integration of ESG considerations is a component to our assessment of quality across all of our mandates.
Throughout our history, Jarislowsky Fraser has been a leader in advancing corporate governance by holding management and boards to a higher standard. We're committed to being a voice for minority shareholders, seeking to improve corporate governance for the benefit of all stakeholders. We are a signatory of the Principles for Responsible Investing and have contributed to the founding of the Coalition for Good Governance in Canada, the Institute for Governance of Private and Public Organizations (IGOPP) and the Canadian Foundation for Advancement of Investor Rights (FAIR). We’re also an Alliance Member of the Sustainable Accounting Standards Board (SASB).

Our primary goal is to grow our clients' capital in a low risk manner
We strive to build diversified, high-quality portfolios designed to preserve capital and generate the income or long-term capital growth our clients seek.
Our investment model has produced above-average risk-adjusted returns through changing economic conditions, and has been particularly effective in minimizing the volatility prevalent in today's markets.


Website:  www.leadersinternational.com
Contact:  Brock Higgins
Location:  Winnipeg, MB

Leaders International Executive Search
           
Website: www.leithwheeler.com
Contact:   Michael Job
Location:   Vancouver, BC

Leith Wheeler Investment Counsel Ltd.

Leith Wheeler was proudly founded in Vancouver in 1982 by Bill Wheeler and Murray Leith. Since its humble beginnings, our firm has grown considerably and now enjoys a reputation as one of Canada’s leading independent, employee-owned investment managers. 

Our initial Aboriginal client relationship began over a decade ago. Today, we manage investment portfolios for Aboriginal communities across the country. We view our Aboriginal relationships as partnerships and are honoured to be associated with them. Our objective is clear: we are stewards of our clients’ capital, it is precious and must be preserved and grown prudently for both the current and future generations of their communities. 

We are committed to supporting education initiatives in Aboriginal communities through a wide range of scholarships and bursaries for Aboriginal high school, post-secondary and professional students.

To learn more about Leith Wheeler’s Aboriginal investment services and education initiatives please contact Michael Job at michaelj@leithwheeler.com.

Website:  www.lba.ca
Contact:  Lisa Caswell
Location:  Toronto, ON

Letko Brosseau & Associates

Global Investment Management
Since 1987 
LBA is an independent Canadian-based investment manager dedicated to providing long term superior investment performance. We manage approximately $28 billion in total assets and work from two offices – Montreal and Toronto. 

Our mission is to safeguard and responsibly grow the assets that our clients have entrusted with us. We are committed to acting ethically and responsibly, always serving our client interests first. Our fee is both competitive and reasonable.

Serving Aboriginal Communities
LBA has been honoured to serve the unique investment needs of First Nations, Métis and Inuit clients since 2004. We invest approximately $300 million for diverse Aboriginal communities across the country. 

We believe that the prudent and effective management of trust assets will have a direct impact on the social and economic prosperity of community members today, while also enduring for future generations. LBA offers funds that are sensitive to Environmental, Social and Governance (ESG) issues.

Investment Philosophy
LBA offers a fundamental long-term investment approach that involves detailed analysis of companies, industries and economies. Careful attention is given to identifying attractively valued companies with strong positions in their respective markets and well developed business strategies. Portfolios are broadly diversified internationally by industry and geographic region. Fixed income holdings are of high credit quality and provide stability and income. Assets are managed within balanced, ESG, global equity, Canadian equity and fixed income mandates.

Investment management is our only activity. This exclusive focus ensures that our relationships are completely open and transparent and any potential conflicts of interest are avoided.

We invite you to contact us to see how we can serve your community.

For further information please contact Lisa Caswell at lisa.caswell@lba.ca (647) 426-1780.

Website:  www.lincluden.com
Contact:  Wayne Wilson
Location:  Oakville, ON

Lincluden Investment Management

Lincluden Investment Management has a 33 year history of providing disciplined value investing to its clients including First Nation Trusts and Métis Settlements.  We first became involved with First Nations over a decade ago through the Rodgers Investment Consulting Aboriginal Trust and Investment Workshop.  The following year we became a Founding Sponsor of a brand new organization the National Aboriginal Trust Officers Association (NATOA). We continue to sponsor both the organization and the workshop as well as provide speakers and educational materials to their workshops to this day. We are pleased to learn about the great work AFOA does and to become sponsors and educators to the broader First Nations financial community.

Why the spaghetti smile? 
Wayne Wilson, Vice President, Lincluden: “From the first workshop the communities have been extremely open and welcoming.   As a result it quickly became apparent to us  the communities were teaching us as much about their needs, history and culture as we were teaching the communities about financial markets and investing.   We began to understand the unique needs of the communities and were able to customize our investment approach to produce the more stable income that many communities find critical to their operating budgets.  It was in a community while waiting to present to Chief and Council on the results of the Trust, that I got the Spaghetti smile.  We were in the community center (a building partially paid for out of the trust) and the children from the school next door filed into an area outside the kitchen snack bar for the lunch program (subsidised by the trust).  Spaghetti was being served.  One little boy around 6 years old was walking by so I waved. He smiled up at me cheeks coated in sauce and said “ I am in grade one”.  I asked if the Spaghetti was good and he replied “yup I am going up for more”.   When I was on the long drive back to the nearest airport to fly home, more than the nod from the Chief that the trust was working well stuck in my mind, it was the spaghetti smile that stayed with me.  In our own small way we were helping to build a stronger community.”
Over the years working for First Nations has proven very rewarding as we have sponsored the publishing of a Nations history, helped a shelter for members of a nation that have left for the neighbouring city and faced difficulties.  Sponsoring and attended First Nations Summer Games, community Pow Wows from   grand to small and intimate.  Understanding the critical nature of the money we invest has been the key to creating success for the First Nations we work for.
VALUE DRIVEN, CLIENT FOCUSED

Website:  www.manynations.com
Contact:  Judy Liland
Location:  Saskatoon, SK

Many Nations Financial Services Ltd

Many Nations is a licensed insurance broker. We use our specialized expertise to find the insurance companies and pension fund managers who can best satisfy the particular needs of our clients, and provide them with the most value. 

Many Nations is a problem solver - we consistently seek the best available solution and value for our clients. 

Many Nations products are fully integrated with existing government programs - we ensure there are no duplications in benefits or costs. 

Many Nations strives to be a model in corporate performance and accountability with high professional standards. We do what we say we will do! 

Website:  www.membertou.ca
Contact:  Jennifer Martin
Location:  Sydney, NS

Membertou First Nation

Membertou is an urban Mi’kmaw community surrounded by 100,000 people in the Cape Breton Regional Municipality.  Membertou has close to 1,400 members and belongs to the greater tribal group of the Mi’kmaw Nation. It is one of five Mi’kmaw communities within the tribal district of Unama’ki (Cape Breton).
 
In November of 2001, Membertou became the first Indigenous Government in Canada to achieve ISO 9001 certification. Membertou is committed to creating and enhancing business relationships between the Membertou and the Canadian and international business community. The corporate strategy is built on the foundations of integrity and fairness, and a dedication to maximizing financial benefits for its partners and the Membertou community.
 
Over the past 20 years Membertou has successfully diversified it's economy, creating many aboriginal economic development initiatives. Membertou owns and operates community businesses – 10 are exclusively owned by the community and 2 are partnerships. The Membertou Trade & Convention Centre, Membertou Market, Membertou Entertainment Centre, Membertou Business Centre, and the Hampton Inn are just a few of the community owned businesses in Membertou.
Website:  www.mnp.ca
Contact:  Clayton Norris
Location:  Calgary, AB

MNP LLP

For more than 25 years, MNP has proudly served Aboriginal communities throughout Canada. With over 300 Aboriginal Services team members and more than 800 Aboriginal clients across the country, no other chartered accounting and business consulting firm has invested as much time, resources, and dedication into serving the unique needs of Aboriginal communities. As industry leaders in providing Aboriginal Services, we deliver a practical, relevant and personalized strategies that give individuals and teams the knowledge they need to find solutions and make informed business decisions.

Our experience is extensive and continuously growing, along with our reputation as a firm that respects and understands Aboriginal culture, governance and business. We continue to foster a strong Aboriginal services team of specialists who understand your needs and know how to develop viable solutions in the complex circumstances that often exist exclusively within your environment.  Our highly regarded reputation as a leading advisor to Aboriginal communities comes from the successes we have had, our respect of your culture and traditions and the importance we place on our relationship. 

Website:  www.nacca.ca 
Contact:   Shannin Metatawabin
Location:  Ottawa

National Aboriginal Capital Corporation

NACCA, the National Aboriginal Capital Corporations Association, is a network of Aboriginal Financial Institutions (AFIs) dedicated to stimulating economic growth for Aboriginal people in Canada. This AFI network has provided over 38,000 loans, totaling more than $2 billion, to businesses owned by First Nation, Métis, and Inuit people. AFIs support First Nation, Inuit, and Métis entrepreneurs and businesses in all provinces and territories. Business financing and support services include business loans, non-repayable contributions, financial and management consulting services, business start-up, and aftercare support.

Find a local AFI to learn more about the loan programs, contributions, and other assistance available to First Nation, Inuit, and Métis entrepreneurs and businesses.

NACCA plays a national coordinating role on behalf of its members, by advocating for Aboriginal economic development, by representing the unified voice of AFIs, by publishing national and regional results of AFI work, by fostering partnerships and building capacity, and by delivering the Aboriginal Entrepreneurship Program products and services to the AFIs listed on the Aboriginal Financial Institutions.



Website:  www.nationtalk.ca
Contact:   Don Barraclough
Location: Toronto, ON  

NationTalk

NationTalk is widely recognized as the preeminent Canadian online Aboriginal communications resource trusted and accepted by the mainstream economy, Aboriginal decision makers as well as grassroots populations.

NationTalk has been an essential source of daily listing services that include: media releases, employment postings, tender and events listings, since its inception in 2006. NationTalk has achieved consistent growth through its online properties, social media and its daily Morning Brief which is well known Canada wide.
Connect With Us:
       

           
Website:  www.potashcorp.com
Contact:  Lisa Mooney

Nutrien

As the world’s largest provider of crop inputs and services, Nutrien plays a critical role in Feeding the Future by helping growers increase food production in a sustainable manner.  With nearly 20,000 employees and operations and investments in 14 countries, Nutrien’s crop inputs and services reach every major growing region of the world.

Canada is home to the heart of our operations – and to the Aboriginal people who represent the fastest growing part of our population. We believe that investing in the potential of Aboriginal people and businesses today will lead to a better workforce, more vibrant communities, and stronger suppliers tomorrow.
 

           
Website:  www.peacehills.com
Contact:  Georgina Villeneuve

Peace Hills Trust

Peace Hills Trust is Canada’s first and largest First Nation financial institution, proudly owned by the Samson Cree Nation.  Established in 1980, we have 35 years of experience serving the financial needs of First Nations, their members, corporations, institutions and associations both on and off reserve. 

Bank Borrow Invest
Peace Hills Trust offers a full range of personal and business services to suit your banking needs. 

Peace Hills Trust is focused on serving the needs of First Nation administrations, businesses and entrepreneurs.  The company has been successfully lending in First Nation communities for over 34 years.

Trust Services
Our highly specialized teams of experienced trust professionals are 100 percent dedicated to the successful administration of First Nation trusts and supporting the financial development of First Nations and their membership.  At one time, First Nation trusts were simply vehicles to facilitate payment on specific claims. Today they have evolved to include impact benefit arrangements and economic development structures that promote growth and innovation for First Nations. Peace Hills has been an industry leader in adapting to the changing Trust environment.


Website:  www.rbc.com
Contact: Herb Zobell
Location: Winnipeg, MB

RBC Royal Bank

Innovative approaches to a full range of services by RBC Royal Bank, Royal Trust and RBC Dominion Securities support our long-term commitment to Aboriginal Canadians.

RBC Royal Bank has a long history of service to the Aboriginal community and was one of the first banks to open a full-service branch on a First Nations reserve. We continue to support partnership initiatives, educational programs and community development through donations and sponsorships.

We encourage you to contact the Aboriginal banking manager or banking centre near you to discuss your specific banking needs. We are prepared to work closely with you, often right in your community, to help make a better future for you and your family.

Website: www.worthallayechan.com
Email: worthallayechan@raymondjames.ca
Location: Vancouver, BC

Worth Allaye-Chan Investment Counsel Raymond James

We are an investment counsel operating within the open architecture of Raymond James, and provide full service advisory and full range of investment management for institutions. Our clients get the best of both worlds – truly independent investment management thinking, coupled with advisory skills honed through decades of client care. 

We keep our client list small, select, focused on those who can benefit most from our approach, and we invest our own money right alongside theirs.

We are experienced managers of funds for cash management, of funds needed for projects and operations, investing for growth to benefit future generations, and to invest long term trust fund assets.

  • Your assets and cash balances, held with us, are protected. The safeguarding of your assets is a top priority.
  • We use a disciplined and repeatable approach to effectively and efficiently help us analyze a large universe of investment opportunities. Tying this in along with our macroeconomic focus provides our clients with the best of both worlds.
  • For more than 20 years, innovation has defined our team and forward thinking delivers performance for our clients.
  • Your sensitivity to socially responsible investing issues can be dealt with diligently, whether it be seeking the best investments with emphasis on community values, customer and employee relations, environmental sustainability, and human rights, or avoiding nuclear power, weapons manufacturing, tobacco, alcohol, or other vice products.
  • Our partner, Raymond James, offers strength and stability along with the transparency of a publicly traded company.
We are committed to supporting educational programs for aboriginal peoples and offer three annual bursaries through the ILC and are continuing, annual supporters of the Chief Joe Mathias British Columbia Aboriginal Scholarship Fund.

Website:  http://www.riconsulting.ca
Contact:  Kelly Rodgers
Location: Toronto, ON

Rodgers Investment Consulting

Rodgers Investment Consulting was founded in 1993 to provide consulting services to individual clients and not for profit organizations. Our primary focus is on those First Nations, Métis Settlements, non‐profit organizations, individuals and families with significant investment assets who require professional investment management. 

We have assisted Councils and Boards of Trustees from across Canada in the development of Trusts and investment programs designed to balance the needs of today's members with those of future generations.

Our primary services include:
• Developments of Trust frameworks
• Development of investment frameworks
• Investment Policy design
• Corporate and Independent 
• Investment manager search
• Portfolio evaluation
• Performance analysis
• Development of sustainable Spending Policies

We are a small, tightly focused organization by design. Our small size enables us to form close relationships with each client and to fully customize our services to each client's individual need. Since 1995, we have worked with a number of First Nations and Settlements across Canada, and this continues to be a significant part of our business. Rodgers Investment Consulting is an industry leader in the investment education for Aboriginal Communities and Leadership and has hosted the Aboriginal Trust and Investment Workshop since 2005.

Rodgers Investment Consulting is a proud Member of AFOA Canada and was a founding member of the National Aboriginal Trust Officers Association (NATOA) and provided administrative and financial support and guidance to the organization. In 2006, Rodgers Investment Consulting co‐founded the Beutel Ridgewood Rodgers Scholarship at the University of Toronto, Faculty of Social Work.

Kelly Rodgers, CFA                                              Jennifer Neepin, CAFM
President                                   Associate
Email: KRodgers@RIConsulting.ca Email: jneepin@riconsulting.ca
Phone: (416) 483‐4198         Phone: (431) 285-3329
Toll Free: 1-800-857-1774           Toll Free: 1-800-857-1774
Cell: (416) 543‐4730            Fax: 1-888-986-9006
Fax: 1-888-986-9006
www.RIConsulting.ca                                                www.aboriginaltrustandinvestment.com 

           
Website:  www.ridgewoodcapital.ca
Contact:  Andrew Mitchell
Location: Toronto, ON

Ridgewood Capital Asset Management

Ridgewood Capital has a dedicated team focused on the needs of our Aboriginal  clients. Our team has been managing accounts for Aboriginal  clients across Canada and the Territories since 1998.  Success comes from our personalized service, training workshops, support for cultural and social events, educational  scholarships for Aboriginal students  and much more.    As your investment and community  partner, you can feel confident that Ridgewood Capital is experienced with every level of community  contact, from Trustee or  Chief and Council meetings to broad-based meetings for entire communities.  The growth of your  investments ensures that opportunities will always be there to support the growth of your community. We will develop a relationship over time that will make certain that your community has an investment partner to guide you toward your long-term goals.   From this perspective, we feel anything is possible.
           
Website: 
Contact:  
Location:  

Sage

Our vision is to be recognised as the most valuable supporter of small and medium sized companies by creating greater freedom for them to succeed. We provide small and medium sized organisations with a range of easy-to-use business management software and services - from accounting and payroll, to enterprise resource planning, customer relationship management and payments. Our customers receive continuous advice and support through our global network of local experts to help them solve their business problems, giving them the confidence to achieve their business ambitions.

Website:  www.scotiabank.com
Contact:  Ravina Bains
Location:  Toronto, ON

Scotiabank Group

With four on-reserve branches as well as a network of Aboriginal Banking Centres, Scotiabank is dedicated to offering specialized financial services to Aboriginal communities throughout Canada. We believe that, by working together, we can build and sustain mutually beneficial banking relationships based on respect and an appreciation for Aboriginal traditions. Scotiabank has a deep history in serving Aboriginal communities and is proud to work with individuals, bands, tribal councils, education authorities, and small businesses so that they reach their financial goals.

Website:  www.tewealth.com
Contact:  Jack Jamieson
Location:  Waterloo, ON

T.E. Wealth

T.E. Wealth’s dedicated Aboriginal Services team works with First Nations, Métis and Inuit communities by providing independent and objective advice in the development of investment, communication and financial education strategies.  

T.E. Wealth has roots going back over 40 years and is represented across Canada with offices in Vancouver, Calgary, Waterloo, Toronto, Montreal, Quebec and St. Johns. Our ability to build relationships with aboriginal communities is based on our high level of client service care further enhanced by the knowledge of our Aboriginal team members.

Our team works with Aboriginal communities and Trusts that are accumulating wealth received through treaty settlements, economic development revenue streams, resource revenues or the settlement of specific claims. It is our objective to build capacity at the community level in order to enhance decision making abilities necessary in growing wealth for today…and preserving wealth for tomorrow. 

Website:  http://www.tipionline.ca/
Location: Winnipeg, MB

Tipi Insurance Partners LP

TIPI Insurance Partners is a Limited Partnership, founded as a strategic alliance of four successful Aboriginal-owned organizations. The concept of Aboriginal ownership that returns benefits to its members is a common bond at the core of this partnership.
           
Website:  www.td.com
Contact:   Sherri Gray
Location:   Toronto, ON

TD Bank Financial Group

At TD Bank Financial Group, we are committed to supporting Canada's Aboriginal Peoples -- as communities and as individuals. Whether you are seeking business advice on trusts, investments and strategic planning, funding for community programs or a new career, TD is here to help.

Aboriginal Trust, Investment & Banking Services
TD is proud to help Aboriginal Peoples establish and manage trusts and protect and invest settlement income and resource revenues.  We can also assist with financing requirements to support infrastructure and economic development working with community leadership.

Supporting Aboriginal Communities
TD is committed to making a meaningful contribution to Aboriginal Peoples.  Our community giving is focused on education, employment, financial literacy and celebrating Aboriginal culture.

Career Opportunities
Wherever you are in your career path, there’s a place for you at TD.  Consider a career at TD where your unique experiences and abilities will be welcomed and valued.

Website:  www.xerox.ca
Contact:  Tom Maracle
Location:  Ottawa, ON

Xerox

Xerox is a proud supporter of AFOA Canada

We subscribe the AFOA Canada vision and support building professional development capacity in finance and management.

Xerox is a technology and services enterprise that helps customers deploy Smarter Document Management strategies and find better ways to work. Our intent is to constantly lead with innovative technologies, products and services that customers can depend upon to improve business results. Operations are guided by customer-focused and employee-centered core values -- such as social responsibility, diversity and quality -- augmented by a passion for innovation, speed and adaptability.