Patricia Perez-Coutts

AGFI offers a broad range of actively managed equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating globally focused solutions. The firm typically employs an active approach to make investments in growth-oriented value stocks.

Functions as a College/University

Functions as a College/University

Westwood aims to improve client’s investment outcomes and protect their capital in challenging markets through diversified, customized investment solutions. The firm customizes strategic and tactical balanced portfolios focused on achieving specific client outcomes. Separately managed accounts are designed to suit individual needs, spanning across a variety of investment strategies, including stocks, bonds and liquid alternatives.

Pender aims to protect and grow wealth over time by active management of their suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve their client's goal. The firm believes that small and nimble funds with concentrated portfolios of value-based investments have the potential to generate superior long-term, risk-adjusted returns.

Cuso International is a Canadian registered charity focused on reducing poverty and inequality by sharing skills to build more inclusive futures. The private company is based in Ottawa, Canada. The organization partners with local communities, governments, and NGOs to advance gender equality, social inclusion, economic resilience, and climate action through locally led, sustainable solutions. Key initiatives include education programs supporting girls to complete secondary education, Indigenous-led projects in northern Canada promoting self-determination and cultural preservation, and capacity-building efforts to mainstream gender equity and social inclusion in government and community programs. Cuso International emphasizes community-driven approaches and the empowerment of marginalized groups, including women, youth, Indigenous peoples, refugees, and 2SLGBTQIA+ individuals, while fostering workforce readiness, entrepreneurship, and environmental sustainability. Nicolas Moyer has been the CEO of the Canadian company since 2021.