Our Corporate Sponsors
Without their support, UMFO could not exist.
IGM Financial is a leading wealth and asset management company supporting financial advisors and the clients they serve in Canada, and institutional investors throughout North America, Europe and Asia. Through its operating companies, IGM provides a broad range of financial planning and investment management services to help Canadians meet their financial goals at every stage of their lives. IGM Financial creates value for shareholders through three key areas, wealth management, asset management, and strategic investment.
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions, and Wellington-Altus Private Wealth Inc. With more than $20 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
CFA Society Winnipeg
CFA Society Winnipeg has served the Winnipeg investment community since 1952 by promoting ethical and professional standards within the investment industry. Our society is an active participant and innovator within our international organization - CFA Institute. In addition, CFA Society Winnipeg provides our 240 members with professional development and educational learning opportunities, job placement services and membership networking events.
Lionridge Capital Management is focused on the management of client assets following a disciplined value approach. A registered Portfolio Management firm in Manitoba, Alberta, British Columbia, Saskatchewan, Ontario, Quebec and Newfoundland and Labrador, Lionridge was founded for the purpose of practicing fundamental value investing in an independent manner, free of the investment parameters and constraints typically placed on professional investors managing money at large institutions
BCV Asset Management Inc
BCV Asset Management Inc. is an asset management firm dedicated to building and protecting client wealth, seeking to maximize long-term returns while minimizing risk. We offer an alternative to mass-market investment products, creating customized investment portfolios within Separately Managed Accounts. We provide a high level of personalized and professional service and ensure that clients have a direct relationship with the Portfolio Manager entrusted with managing their wealth.
Canadian Imperial Bank of Canada
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
CIBC seeks to create value for our shareholders by generating consistent and sustainable earnings while achieving strategic growth.
To do so, we are investing in our core businesses, maintaining a lower risk discipline aligned with our strategy, and underpinning our activities with industry-leading fundamentals.
This focus has served our stakeholders well. We hold a position of strength; we are confident in our future and we continue to grow CIBC as part of our commitment to focus on what matters.
We are investing in our clients, our employees and our communities and we will further strengthen our franchise to drive returns and create long-term value for our shareholders.