Skip to main content

About community

We believe our success—both as individuals and as a company—is closely tied to the well-being of the communities in which we live and work. For this reason, we strive to make a positive impact on society that goes beyond the financial interests of our firm.

CSR

Corporate social responsibility

We are committed to making a meaningful contribution—within our workplaces, across our communities, and throughout society. We support initiatives that reflect both our corporate values and the personal values of our team, ensuring that our efforts are collaborative, considered, and aligned with the needs of those we aim to support. 

dni icon

Diversity, equity, inclusion and belonging

Diversity, equity, inclusion, and belonging (DEIB) are essential to our continued success. They empower us to embrace a wide range of perspectives, leading to stronger collaboration and better business outcomes.

H&W

Health & wellness

We are committed to supporting the health and wellness of our team, and of the communities in which we live and work. We do so by fostering a culture of care, offering wellness resources, and supporting initiatives that strengthen both our internal community and the broader society.

Philanthropy & volunteering icon

Philanthropy & volunteering

We are committed to building strong, vibrant communities by supporting causes that matter to our clients, employees, partners, and stakeholders. Our team actively participates in and take on leadership roles within a range of charitable organizations, foundations, and not-for-profits, reflecting our belief in shared responsibility and meaningful engagement.

As part of the broader CC&L Financial Group, we proudly contribute a portion of our annual profits to the CC&L Foundation. Established in 1999, the Foundation responds to requests across Canada to fund programs and not-for-profit organizations that promote environmental sustainability, educational advancement, scientific and medical innovation, community development, and the arts.

 

Latest community news

Your Details

Get in touch



Please tell us what service(s) you’re interested in discussing with us: (choose all that apply)

For security purposes, do not include any personal information such as account numbers, addresses, or social insurance numbers in your message.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. We collect your city/town to better understand your location and provide relevant services. Your information will be used solely for responding to your inquiry and will not be shared without your consent.