Invest With Us

ELFEC offers congregations and faith-based charitable organizations the opportunity to pool their investments with ours. Our partners benefit from professional investment management in accordance with an Investment Policy that that emphasizes preservation of capital, generation of reasonably predictable stream of income, capital growth while ensuring Responsible Investing policies are followed.

      • Managing investments since 2008
      • Responsible Investment policies
      • Focus on preserving capital, generating income and growing funds
      • Over 30 congregations and church institutions now investing with us
      • Montrusco Bolton Investments Inc is our investment manager
      • Over $29 M in assets under management

Aligning your investment practices with your beliefs

Responsible Investment (RI) integrates environmental, social and governance considerations into the investment management process. It is a way of investing that builds a just and sustainable society. It respects the mission and beliefs of our faith-based partners while achieving our practical financial goals. RI is also a tool to spread messages such as respect for the planet, corporate integrity and justice.

For ELFEC, RI means the integration of environmental, social and governance considerations into our investment management processes and ownership practices. We prioritize 5 fundamental RI issues into our investment strategy: Human Rights and Dignity, Labour Rights, Economic and Social Justice, Environmental Sustainability, and a Global Culture of Peace.

We execute our RI strategy by:

  1. Making sure that potential investments are screened during the selection process and regular monitoring against our policy. Full criteria for our screening can be found here.

RI

  2.  Authorizing our asset manager to participate in the governance of companies we invest in by voting proxies.

  3.  Engaging with companies through SHARE's corporate engagement programs.

  4.  Investing directly in organizations that produce social or environmental benefits as well as financial returns.

 For more information, call us toll-free at 1-888-308-9461 or email jpym@elfec.ca. Additional information is available in our Resources and FAQ pages as well.