Among our clients, we count more than 80 NPOs that we assist each year in the pursuit of their mission.
Our mission is to support you with all of your financial challenges. Thanks to the unique expertise that we have developed over the years, we have been able to build various resources to help you promote your organization.
"As a growing charity, our challenges are significant. Thanks to his well-adapted service offer for NPOs, Jean Philippe and his team have been able to give us the necessary tools to improve governance in the management of our assets while providing us with valuable operational leverage with the management of our securities donations."
- S. Bourbonniere, Executive Director, Fondation le Chainon
"Since 2014, Jean Philippe has presented himself as a loyal collaborator for our organization. His proactivity, the quality of his interventions and his continuous support have been beneficial elements for the achievement of our financial objectives. Over the years, he has also been involved in our mission."
- S. Zein, Controller, Portage Foundation
"Over the past few years, the management of our portfolio has evolved well under the leadership of Jean Philippe. His many follow-ups and suggestions have allowed our organization to maintain returns that are in line with our objectives."
- A.C. OTIMROEPMQ
"The financial guidance offered by Jean Philippe has enabled our organization to improve its investment management and we note that other dimensions relating to our needs have been addressed: Planned giving strategies, collective programs for employees, optimization of our cash management"
- P.S Fondation Le Support
Imagine Canada - an organization that works in collaboration with NPOs - has developed a series of standards fromwhich NPOs must draw inspiration in order to ensure better governance.
Among these, STANDARD B.8 dictates the broad outlines of the relevance of having an investment policy. The fiduciary duty, diligence, ability and knowledge.
Directors in conducting the investment policy is essential to ensure sound asset management.
Mission of the organization and investment objectives
Your mission and your budgetary reality will determine the appropriate investment strategy to adopt.
Investment constraints
Guaranteed investments? Ethical titles? Exchange-traded funds? Your constraints will help frame your investment process.
Investment horizon
Your investment horizon will be important in determining the risk profile you are looking for.
Asset allocation
Breakdown of your assets with fixed targets between Fixed Income, Equities and Alternative Assets
Portfolio implementation and performance review
Establishment of the portfolio according to the agreed parameters and in accordance with the investment policy. Periodically, a performance review will be carried out.
Reporting and follow-up
At all times, your investment reports are available while periodic follow-ups will be scheduled.
Our investments tools
Our banking and complementary solutions- Banking offer for NPOs
