Foundations and Religious Communities
Responsible investment solutions that reflect your priorities
We work with you to ensure that both the capital you invest and preserve supports your long-term financial goals while advancing your core mission. Through customized portfolios and sustainable investment expertise, we ensure that your investments contribute to your overall goals. We also advocate for responsible management and cohesive alignment with respect to your donors and stakeholders.
We’re invested in your financial goals.
Let's get started.
Rocio Gueto
Vice-President, Client Partnerships – Institutional Markets
Anna-Pia Berlingieri
Senior Director, Client Partnerships and Business Development
Sylvie Méthot
Vice-President, Business Development
Alexandre Zarbatany
Director, Client Partnerships and Business Development, Client Relationship Manager
K. David Johnson
Vice-President, Client Partnerships and Head of Platform Distribution Client Relationship Manager