Latest News

Posted: April 12, 2019
We've just made it easier for congregations like yours to access professional investment management for money you have set aside for the future.  Our new Small-Cap Managed Fund allows you to invest amounts as small as $25,000 with ELFEC while retaining ownership of your assets.  Now there's a way to invest congregational funds other than bank accounts and Guaranteed Investment Certificates. For a decade, congregations have been able to open a Managed Fund with a minimum of $50,000, and more than 30 have done so.  Now the Small-Cap Fund, with most of the same features as its older sibling,... Read More
Posted: April 1, 2019
We are very excited to announce enhancements to our Managed Partner Program, we are now offering congregations the opportunity to partner with us in a Small-Cap Managed Partner Fund. 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 emphasizes preservation of capital, generation of reasonably predictable stream of income, capital growth while ensuring Responsible Investing policies are followed. We now offer two... Read More
Posted: March 27, 2019
Each year SHARE develops an engagement plan in consultation with us, outlining where we will focus our collaborative efforts to improve corporate sustainability performance. A short public summary of the themes we’re discussing with Canadian companies is now available here. 
Posted: January 30, 2019
Q4 2018 saw engagement with 10 companies held within our portfolio.  Themes discussed included Investing in a Just Transition with significant progress made with Bank of Nova Scotia, Algonquin Power & Utilities and National Bank of Canada. Other themes included investing in decent work and board diversity. A full report by company is available here.  
Posted: October 29, 2018
• In-kind transfers of stocks or bonds are normally completed within 10 working days after the authorization is received at the office of Royal Bank Investor Services (RBIS). If your donation is made near the end of the calendar year, the transfer authorization form must be received by RBIS no later than December 10 to ensure that the transfer is completed by December 31 and the donation receipt can be dated in the current calendar year. • In-kind transfers of mutual fund units may take 20 or more working days to complete. If your donation is made near the end of the calendar year, the... Read More
Posted: October 16, 2018
Q3 2018 saw engagement with 10 companies held within our portfolio.  Themes discussed included Investing in Reconciliation with significant progress made with NFI Group (formerly: New Flyer Industries), WSP Global Inc and TransCanada Corporation. Other themes included investing in decent work and Just TransitionA full report by company is available here.
Posted: September 20, 2018
We are delighted to announce that Kathryn Smith has joined the ELFEC staff team as a Giving Advisor.  In her new role, Kathryn will work throughout the territory of the Eastern Synod.  Her primary mandate is to encourage and assist people to make planned gifts to the church in all its expressions. Kathryn’s rare combination of theological education, knowledge of the church and employment experience will be a huge asset in working with congregations and their members.  We expect that she will expand the service LPG has been able to provide in recent years. Kathryn would welcome the opportunity... Read More
Posted: July 24, 2018
Q2 2018 saw engagement with 12 companies held within our portfolio.  Themes discussed included Accountable and Effective Governance with Fortis Inc, as well as Investing in Decent work with Telus Corp, TD Bank and Royal Bank of Canada. Another theme is Investing in Reconciliation with WSP Global Inc, TransCanda Copr and NFI Group (formerly: New Flyer Industries)  . A full report by company is available here.
Posted: April 25, 2018
It is also a community program! Breakfast is prepared every Sunday throughout the year at St. David Anglican Lutheran Church in Orillia. In addition, on Christmas morning there is a special breakfast. Learn more.
Posted: April 16, 2018
Q1 2018 saw engagement with 7 companies held within our portfolio.  Themes discussed included gender leadership gaps with Sun Life Financial, protecting and preserving clean water with Pembina Pipeline Corporation, and investing in a just transition with Royal Bank, Bank of Nova Scotia, National Bank of Canada and TD Bank. A full report by company is available here.  

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