Corporate Members

Beutel Goodman & Company Ltd. is a highly respected, independent Canadian investment counsel firm. Established in 1967, the company has a long history of providing discretionary investment counsel to clients across Canada and currently manages approximately $40 Billion for Indigenous Communities, Pension Funds, Institutions, Foundations, Individuals and Families. Our highly qualified investment team adheres to a consistent value based investment approach in its effort to provide excellent long-term investment returns for our clients.

We specialize in working with First Nations, Metis and Inuit organizations to achieve their financial objectives by developing investment portfolios based on each community’s unique requirements.  Many of our Indigenous clients have Investment Trust portfolios created to balance the needs of today’s members with the requirement to provide for future generations. An Investment Policy Statement incorporating these goals is created for each client and serves as the blueprint for building solid financial success for the community.

Providing excellent long-term risk adjusted return is our primary objective, however, we also believe it is important to ensure that our clients understand the path to financial success.  For this reason, we have developed and delivered educational presentations explaining the investment process to Chief and Council and Trustees in communities across Canada. This leads to strong mutual understanding and a solid partnership between Indigenous clients and our investment team which, in turn, has resulted in long term successful relationships and the consistent commitment to achieving the community’s financial objectives.

Beutel Goodman has been privileged to work closely with Indigenous people over the past 15 years and manages investment portfolios for communities in provinces and territories all across Canada. We look forward to continuing our support and strengthening relationships as we work together for the continued success of Indigenous people across Canada.

Your Partner for Excellence in Organizational Effectiveness.

Since 2012, Boreala Management has had the privilege and honour of supporting our First Nations clients as a strategic partner by facilitating organizational capacity building and promoting organizational performance and effectiveness through skills development and knowledge transfer.

Our experienced and diversified team includes professionals that have extensive expertise working in First Nation Health and Education, as well as with local and regional First Nations governments.

Collaborating closely with our client partners, we develop customized, flexible, and most importantly sustainable solutions that deliver on strategic objectives. Mindful of our client’s culture, history and values, we adjust our approach to the context of the organizations and the individuals that we are working with and assisting.

We offer a broad range of consulting services in the areas of:

• • • Strategy & Culture
    • Organizational Effectiveness
    • Human Resources & Organizational Development
    • Employee Performance & Engagement
    • Compensation
    • Conflict Resolution & Team Building

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.

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.

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 Indigenous 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 Indigenous communities for over three decades.

We provide a broad range of traditional and alternative investment products and services to individuals, institutional investors, and advisors.

With roots dating back four decades, our firm has grown to become one of Canada’s largest privately owned asset management firms. Our clients trust our affiliate teams to collectively manage assets from offices located across Canada, and in Chicago, London, and Gurugram, India.

Dixon Mitchell Investment Counsel is a national asset management firm providing investment solutions for Indigenous Communities, Institutions, Foundations, Endowments, and Individuals. Dixon Mitchell is 100% employee owned with a culture built around business integrity, client service, and the alignment of corporate and investor interests.

Dixon Mitchell’s portfolio management process emphasizes risk management and cash flow generation, characteristics which dovetail well with the continuity and expenditure goals shared by many Indigenous Communities.

To expand on our sponsorship and support of Indigenous organizations and events each year, we established the Dixon Mitchell Indigenous Scholarship & Bursary Award. Through these endeavours and our disciplined approach to portfolio management, our aim is to not only assist First Nation, Metis, and Inuit in the stewardship of their financial assets, but to also contribute to the enhancement of their communities.

Fiera Capital Corporation is a global independent asset management firm with over C$144 billion in AUM. Fiera delivers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail and private wealth clients across North America, Europe and key markets in Asia. Fiera strives to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients.

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.

The First Nations Finance Authority (FNFA) is a statutory non-profit organization without share capital, operating under the authority of the First Nations Fiscal Management Act, 2005. FNFA’s purposes are to provide First Nation governments investment options, capital planning advice, and perhaps most importantly, access to long-term loans with preferable interest rates. FNFA is not an agent of Her Majesty or a Crown corporation and is governed solely by the First Nation communities that join as Borrowing Members.

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:

• Financial Administration Law Standards and Approval
• Financial Management System Standards and Certification
• Financial Performance Standards and Certification

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.

The First Nations Information Governance Centre (FNIGC) is an incorporated non-profit organization operating with a special mandate from the Assembly of First Nations’ Chiefs in Assembly (Resolution #48, December 2009). FNIGC envisions that every First Nation will achieve data sovereignty in alignment with its distinct world view. In collaboration with its Regional Partners, FNIGC conducts unique data-gathering initiatives that allow us to build culturally relevant portraits of the lives of First Nations people and the communities they live in.

FNIGC is responsible for a wide-range of work, from research and planning to surveys and training. But our core responsibility is the development and administration of national First Nations survey initiatives with our Regional Partners. These currently include: the First Nations Regional Health Survey (FNRHS) and the First Nations Regional Early Childhood, Education and Employment Survey (FNREEES).

At Globe we understand the unique opportunities to work with Indigenous associations and organizations across Canada.

Forty-four years ago, one of our first clients was the Odawa Friendship Center. Globe was commissioned to develop awards for the association. This was quite a beginning for a young entrepreneur!

Our artisans and graphics department staff began their new journey of discovery and appreciation of our clients’ culture and heritage. This, to our pleasant surprise, has allowed my wife (4th generation) to learn about her own undiscovered ancestry. .

Since those early days, we have continued to support initiatives and community development through donations and active partnerships in education.

Members receive a 15% discount* on published Globe website products.
*Excludes Special Collections, decoration run charges, set-ups, freight costs.

We work with First Nations and Indigenous-led community organizations to improve their internal financial capacity. We are an accounting firm that works remotely with clients all over Canada to build robust internal financial systems.  We supplement existing internal finance teams with part-time designated accountants to create timely and accurate financial reporting.  We also work with our clients to build efficient, effective financial systems for financial transaction management, bookkeeping and accounting, budgeting and financial reporting and financial governance.

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.

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.

Indigeno Travel is a unique business with a distinctly Canadian mission: to create meaningful careers forIndigenous people, inject much-needed employment income into Indigenous communities, and providesavings for its Indigenous and non-Indigenous customers.

Located on Treaty 1 Territory, Winnipeg, Indigeno is Canada’s leading edge Indigenous-owned national travelagency. We offer a complete, competitive slate of corporate travel services. Thanks to our deep integrationwith The Continental Travel Group, we operate at the scale and capacity of one of Canada’s largestindependent travel agencies with nearly 2,000 corporate clients in both Canada and the United States.

We are committed to the Truth and Reconciliation Commission’s Call to Action #92 for Reconciliation in therealm of business and commerce. Our mission is to create employment opportunities for Indigenouscommunities in Canada’s travel and tourism industries.

Indigenous Management Group Inc. is a 100% Indigenous owned and controlled Accounting, Consulting, and Project Management company. For more than 10 years, we have provided a range of specialized services to multiple Indigenous communities on their path to self-sufficiency and self-determination.

Understanding the challenges Indigenous people endure, IMG has tailored our services to meet their individual needs.  These services include: financial advisory, co-management and bookkeeping services; community, capacity and economic development; strategic, business and management action planning; organizational, business and training needs assessments; partnership building; project and program evaluation; research and analysis, governance, and project management.

Indigenous Management Group Inc. is committed to working with Indigenous people to help them reach their goals of economic self-reliance, effective management and community well-being. Our team, made up of highly qualified individuals with professional academics and extensive experience, work with Indigenous, federal, provincial and municipal governments, private sector businesses and government policy-makers.

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.

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.

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

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!

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.

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.

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.

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.

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.

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.

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.

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.

T.E. Wealth’s dedicated Indigenous 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 Indigenous communities is based on our high level of client service care further enhanced by the knowledge of our Indigenous team members.

Our team works with Indigenous 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.

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.

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.

Xyntax Group Inc. (Xyntax) is an Indigenous technology company. Our products and services help Indigenous Governments and Administrations make financial and administrative decisions that empower personal and community development. We believe that sound financial and administrative management is a crucial component of Indigenous self-determination.

Xyntax currently serves over 100 Indigenous governments and organizations ranging from 200 to over 14,000 members with an estimated combined yearly operating budget of over $900 million. We collaborate with our clients, partners, and stakeholders based upon our cultural values and a shared vision for a sustainable future.