We are committed to workforce diversity, promoting equity and creating a culture of inclusion. To ensure our people feel a sense of belonging, we strive to foster a culture that unites people of diverse backgrounds and perspectives, in an environment where everyone has the opportunity to achieve personal and professional success.

Our 2023 DEIB initiatives focused on education, communications and events to promote a culture of inclusion, celebration and learning throughout the year. Some examples of our DEIB initiatives in 2023 include:

• Introduced an augmented parental leave policy, expanding the length of our maternity leave policy and offering a competitive leave to non-birth parents.
• Hosted an International Women’s Day internal event focused on expanding leadership talent by addressing issues that have contributed to gender imbalances.
• Celebrated Pride Month, which included a webinar from and a donation to Rainbow Railroad, a global not-for-profit organization that helps LGBTQI+ people facing persecution based on their sexual orientation, gender identity and sex characteristics.
• Promoted an art auction supporting Indigenous Artists with proceeds donated to the Future Generations Foundation.
• Recommendations from CC&L Investments Management’s multi-year Women in Leadership (WiL) initiative were made to the CC&L Investment Management Board and an action plan was developed. This objective of this initiative is to identify the key symptoms, root causes and propose solutions to proactive tackle the gender-based leadership gap that exists in the finance industry generally and in our firm. For more details on this initiative, please see the full report here.
• Crestpoint’s Women at Crestpoint Committee established a mentorship program at Crestpoint, promoted careers in real estate to female students as part of the Toronto Crew Real Job Day and to students more broadly through University networking events and speaking engagements, and engaged the team at Crestpoint in various volunteering initiatives including Habitat for Humanity and the Period Purse, among others. The objective of this Committee is to ensure voices are heard and respected in a safe environment at the firm.
• In October 2023, $30,000 was allocated for the Global Alpha Capital Management Bursaries to support women studying finance at the John Molson School of Business with two annual undergraduate bursaries of $3,000 each over five years. For Global Alpha, diversity, equity and inclusion have been a guiding principle since the founding of the firm in 2008.

We believe that through our actions we can contribute to the vitality of our environment, and we are committed to undertaking initiatives that support ongoing environmental stewardship.

Our 2023 activities were designed to bring greater awareness to the impact of our actions on the environment as well as researching industry wide initiatives, including:

• On an annual basis, CC&L Financial Group retains an external consultant to assist with the measurement of our corporate carbon footprint. In 2022 (latest measurement available), the total GHG emissions from the operations of CC&L Financial Group and its affiliates were approximately 540 tCO2e. This total footprint is relatively small: less than 1 tCO2e per person working at the company versus the average Canadian at approximately 14, average American at approximately 16 and average for the UK of approximately 10. Thus, our corporate contribution is less than 10% of an average individual’s total footprint.
• Implemented actions to reduce disposable kitchenware in our offices globally.
• Engaged with CC&L Financial Group’s landlords regarding the addition of hand dryers in our facilities to reduce our environmental impact and reliance on paper-based products.
• Promoted Earth Day, creating engagement opportunities for team members to support local cleanup efforts across our cities.