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Corporate Citizenship Report 2014

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Corporate Citizenship Report 2014 2014 CORPORATE CITIZENSHIP REPORT OUR CLIENTS OUR CORPORATE PARTNERSHIPS OUR AWARD RECIPIENTS OUR CONSULTANTS OUR EMPLOYEES OUR COMMUNITY PARTNERS TABLE OF CONTENTS Our vision ................................................................3 OUR CONSULTANTS ......................................24 Corporate profile ....................................................5 Taking good work on the road .............................25 President’s message ................................................6 Empathy in high heels ..........................................27 People who care and dogs that serve .................28 OUR CLIENTS ......................................................7 Successful cancer partnership leads to spinoff ......29 Investors Group Charitable Giving Program ......8 Hamilton team donates (double) OUR CORPORATE PARTNERSHIPS .............9 time for Habitat ................................................ 30 Supporting the new Canadian Museum Sharing in the ‘goal’ ............................................... 31 for Human Rights ..............................................10 Curing hunger with kindness ...............................32 Financial literacy: Helping people Victoria Consultants prove they have the make better decisions ........................................11 ‘Power To Play’ ...................................................33 Celebrating our athlete of the year .................... 12 OUR EMPLOYEES .............................................34 We support what you support ............................. 13 Employees in Action ............................................35 OUR AWARD RECIPIENTS.............................14 OUR COMMUNITY PARTNERS .................. 40 Herbert H. Carnegie Community National Region .................................................43 Service Award recipient Ken Hendriks............ 15 Atlantic Region ..................................................43 Jon Jurus, Herbert H. Carnegie Community Quebec Region ................................................ 44 Leadership Award recipient ............................. 17 Ontario Region ................................................. 46 Herbert H. Carnegie Awards ..............................19 Mid-west Region ............................................... 51 Michèle Bouchard – 2014 President’s Lifetime Volunteer Achievement Award ....... 20 Alberta Region .................................................. 54 Employee Volunteer Award recipients ...............22 BC Region ..........................................................56 Winnipeg Region ...............................................58 2 OUR CLIENTS OUR CORPORATE PARTNERSHIPS OUR AWARD RECIPIENTS OUR CONSULTANTS OUR EMPLOYEES OUR COMMUNITY PARTNERS OUR VISION IS TO improve our clients’ financial WELL-BEING 3 OUR CLIENTS OUR CORPORATE PARTNERSHIPS OUR AWARD RECIPIENTS OUR CONSULTANTS OUR EMPLOYEES OUR COMMUNITY PARTNERS AT INVESTORS GROUP: We relate to our diverse clients through Comprehensive Planning In all of our endeavours we are Diligent In Our Efforts We respect each other and the communities we serve by being People Who Care 4 OUR CLIENTS OUR CORPORATE PARTNERSHIPS OUR AWARD RECIPIENTS OUR CONSULTANTS OUR EMPLOYEES OUR COMMUNITY PARTNERS Corporate profile Investors Group is a national leader in delivering personalized financial solutions to nearly one million Canadians through a network of over 5,100 Consultants located throughout Canada. In addition to an exclusive family of mutual funds and other investment vehicles, Investors Group offers a wide range of insurance, securities, mortgage and other financial services. Investors Group is a member of the IGM Financial Inc. (TSX: IGM) group of companies and has $73.5 billion in mutual fund assets under management. Investors Group is committed to making a contribution to the many communities across Canada in which we operate by supporting local and national activities, events and organizations. In doing so, we hope to help our communities be more vibrant places to live and work. Investors Group is a founding member of Imagine Canada and is committed to donating at least one per cent of our average annual pre-tax income to charitable and other non-profit organizations. In 2014, this amounted to more than $6.5 million donated to over 1,400 organizations. For 18 years, Investors Group has partnered with Volunteer Canada and is a founding member of the Corporate Council on Volunteering, a corporate initiative to encourage employer supported volunteering across Canada. 5 OUR CLIENTS OUR CORPORATE PARTNERSHIPS OUR AWARD RECIPIENTS OUR CONSULTANTS OUR EMPLOYEES OUR COMMUNITY PARTNERS President’s message The 2014 Corporate Citizenship Report reaffirms why Investors Group is well recognized for its unique culture of caring in our communities. We support that culture by encouraging the generosity of our people through programs like Employees in Action and the Community Investment Program. We succeed by attracting, developing and retaining Consultants and employees who are both proficient in their professions and dedicated to their communities. Each year we honour some of our most outstanding community-minded individuals. In 2014: • Niagara Consultant Ken Hendriks received the Herbert H. Carnegie Community Service Award for his fundraising efforts on behalf of special-needs children; • Jon Jurus, Regional Director for Hamilton West, received the Herbert H. Carnegie Community Leadership Award for his extraordinary leadership with a variety of non- profit organizations in southern Ontario; and • Michèle Bouchard, a Project Support Coordinator in Banking Operations, took Volunteer Canada, Free the Children, the Canadian Foundation for Economic Education, home the President’s Lifetime Volunteer Achievement Award for her unfailing efforts AthletesCAN and the Coaching Association of Canada. We are proud to recognize to improve cancer care in Manitoba and to engage our head office employees in them for improving the world around us. volunteerism. This report introduces you to some of our many dedicated Investors Group volunteers. We also help our clients to demonstrate their philanthropic nature through the Investors Their community leadership and their contribution of time, talent and resources can Group Charitable Giving Program, which enables them to create a focused and inspire us all. I thank each of them for making our communities better places in which enduring legacy. to live and work. Investors Group has developed long-standing partnerships with leading national Murray J. Taylor organizations that support a range of important community efforts in the areas of President and Chief Executive Officer civic engagement, financial literacy and amateur sport. This includes Imagine Canada, 6 OUR CLIENTS OUR CORPORATE PARTNERSHIPS OUR AWARD RECIPIENTS OUR CONSULTANTS OUR EMPLOYEES OUR COMMUNITY PARTNERS OUR CLIENTS GIVING BACK AS PART OF A COMPREHENSIVE FINANCIAL PLAN At Investors Group, we have been providing Canadians and their families with personal financial solutions for almost 90 years. For many clients, their financial plans include giving back to the community through acts of philanthropy. 7 OUR CLIENTS OUR CORPORATE PARTNERSHIPS OUR AWARD RECIPIENTS OUR CONSULTANTS OUR EMPLOYEES OUR COMMUNITY PARTNERS Investors Group Charitable Giving Program LONDON REGION OFFICES PUT IT TO GOOD USE Many Consultants have heartwarming success stories to The offices have several fundraising activities to continue share when they recommend that clients use the Investors funding the foundation account, including: Group Charitable Giving Program to create a personal CREATING A LEGACY OF GIVING or family legacy of charitable giving. Clients value the • The annual Investors Group London Children’s The Investors Group Charitable Giving Program program because it’s tax-efficient and makes it easy to Charitable Fund Golf Tournament, which in 2014, saw allows you to shape and define your legacy. create, direct and maintain their legacy over time. 112 golfers participate and raise $25,000; Whatever your interest, whatever your passion, Three London-area region offices have also started their • Title sponsorship of the new Illuminate London run, you can make a difference. own charitable success story by using a collaborative which provided a guaranteed $2,500 for the foundation account, along with opportunities for Investors Group approach for their offices’ charitable activities. It’s not necessary to be wealthy to take action: volunteers to participate; and sometimes, a well-placed gift of a few hundred Regional Directors Tim Grant (London South), David dollars can make all the difference to a charity in Irwin (London-Bluewater) and then-Regional Director • A variety of smaller inter-office events throughout the delivery of its programs and services. Brent Allen (London) wanted to align and manage the the year. three offices’ local charitable efforts. Together, they had To date, the London regions have raised $32,000 for The program also provides you with a legacy of big dreams: they planned to eventually raise $1 million the foundation account, and the account has provided giving by allowing you to involve your family in for local children’s causes. two grants: a computer lab for a local school and $5,000 philanthropic decision-making, both now and in the future. Involving heirs in the account and They soon realized that the Charitable Giving Program toward a new public playground. setting them up as successors in your will
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