Advising Not-for-Profit Entities

Philanthropy is the thoughtful, strategic approach of giving to charitable organizations who are concerned with helping to solve persistent problems and strengthen communities. Unlike typical charitable giving, strategic philanthropists expect to have an ongoing relationship with the organization. Through such relationships with donors, charitable organizations develop a recurring stream of donations or a portfolio of endowment funds. BMO Nesbitt Burns’ research has shown that over 85% of individuals with more than $1 million would give (or give more) if they had guidance. Our team can provide that guidance to your donors, both existing and prospective, thus increasing your donation revenues.




Good Governance

Attracting donations requires credibility in your mission, stewardship and use of finite resources. The greater the donation, the greater due diligence you will be subjected to by potential donors and their advisors. Good governance is about building and demonstrating the processes and accountability needed to give donors the comfort to make you part of their philanthropy. RT Wealth Management will provide you with the guidance to implement or improve your good governance processes.


Portfolio Management

Strong financial oversight is a cornerstone of good governance, and this in turn requires a strong process defining your investment philosophy and for selecting and monitoring your investment managers. Three layers of professional monitoring ensure that your goal of good stewardship of your investments can be accomplished expertly and efficiently. You can invest with confidence, knowing that, through BMO Nesbitt Burns, our team provides institutional-style diversification and portfolio management to help manage risk and enhance your return potential. The knowledge and due diligence of our team of professionals working on your behalf, guiding you to an appropriate investment philosophy, is the first layer of advice and monitoring. Backing up our local team is the continuous oversight of the experts in BMO Nesbitt Burns’ Portfolio Management Group. One of Canada’s largest investment consulting firms, Mercer, provides the third level, with independent consulting assistance on the selection and monitoring of investment managers. Our portfolio management capabilities will satisfy even the most discerning donors.






Responsible Investing

Is it possible to meet your investment objectives without compromising your organization’s values? Mercer undertook a study of recent research papers from leading academics around the world on the impact of Environmental, Social and Governance (ESG) factors on performance of the companies studied. ESG investing is the next generation of socially responsible investing (SRI) without the flaws inherent in SRI. The primary conclusion from this body of research was that positive ESG factors were more strongly associated with positive impacts on performance. Positive ESG attributes contribute to better communities, thus aligning positive performance with your organization’s mission. Now your donors can take comfort that their donations are being invested responsibly while waiting to be deployed by you to help our communities.