The NEI Investments Award for Advisor of the Year - Responsible Investments
Several years ago, An-Lap Vo-Dignard and Ian Provost, the two associates of the VP Group, determined it was important to develop ESG portfolio management expertise in their practice. It’s important for them to give back, and they’re very involved in philanthropy. They support several causes and also are on the boards of the Montreal Heart Institute Foundation, the Papillon Foundation, the Bruny Surin Foundation and the Jasmin Roy & Sophie Desmarais Foundation. Therefore, Vo-Dignard and Provost thought it was important to make investment choices that were in line with their personal values while still maximizing the risk-adjusted returns of their clients’ investments. Both hold the Responsible Investment Specialist designation and encourage their team members to earn it as well. Vo-Dignard has taken a Harvard Business School online course on sustainable business strategy, and the team has attended several ESG-related conferences in Montreal and New York. To add even more to the team’s strength, they recently hired in their analyst team someone who had prior experience working in climate change at the Caisse de dépôt et placement du Québec (CDPQ). VP Group also manages the OPUS Private Fund exclusively for their clients, which applies ESG criteria and has a 5-star ranking from Morningstar. These efforts were recognized this year when the VP Group won the NEI Investments Award for Advisor of the Year – Responsible Investments. Over the years, the VP Group has developed a specific ESG expertise that now allows them to “do well while doing good” for their clients.
BUSINESS CONTACT DETAILS:
Company name: The Vo-Dignard Provost Group (« VP » Group)
Email: [email protected]
Phone number: 514-284-8354
Website: www.vpbnc.ca
