2. The Oakville Community Foundation’s vision is to make our
community stronger, and our shared quality of life better now,
and for the long term.
Our mission is to strengthen the fabric of our community
through effective management of our donors’ everlasting
gifts and provide an active leadership role within Oakville.
We are proud to say that in 2013, along with the support
of our Fundholders, we were able to issue over 400 grants
locally and throughout Ontario and outside Provinces.
theocf.org
THE ROLE OF THE
FOUNDATION IN OUR
COMMUNITY
3. PLANNED GIVING AND
OUR LEGACY CIRCLE
It’s easier than you think to make a permanent, lasting gift to support
your community: join a group of like-minded people who share a
common interest in planning for the well-being of our community
and who choose to do this through the Oakville Community Foundation
with a planned gift.
HOW TO START
Here are just a few ways you
can give tomorrow for today.
RRIF/RRSP Contributions
- designate a charity as the
beneficiary of your RRSP/RRIF
- enjoy the tax advantages
Life insurance policies
offer flexible charitable
giving options. A gift to the
Foundation can be made
through a specific bequest,
a bequest of the residue or
part of the residue of the
donor’s estate, or a bequest
subject to the life interest
of another.
Trusts can be established
to ensure that the donor’s
ultimate charitable intent
is carried out, without neglecting interim financial responsibilities or wishes
regarding dependents, and without compromising personal financial security.
To learn about bequests and all other
means to establish a planned gift with
The Foundation, call or visit theocf.org.
CI Institutional Asset Management (CIIAM) is a division of CI Investments Inc., one of Canada’s
largest and most respected money managers, with over $95 billion in assets under management.
CIIAM has over $13 billion in assets, and offers a full suite of investment management solutions for
institutional clients. We provide balanced, fixed income, domestic and global equity capabilities through
CI’s sub-advisors – including wholly-owned Signature Global Asset Management, Cambridge Global Asset
Management and Harbour Advisors.
CIIAM has a dedicated team of thirteen institutional investment professionals focused on superior client
servicing and business development. Please do not hesitate to contact us if you have any questions:
CI Institutional Asset Management – 2 Queen Street East, 19th Floor, Toronto, Ontario M5C 3G7
Tel.: 1-866-760-5274 email: ciinstitutional@ci.com
or visit us at www.ciinstitutional.com
Strength. Choice. Excellence.
Great thinking
Superior service
Strong results
That’s what we deliver for the Oakville Community Foundation,
and it’s what we’ll deliver to you.
If you are a high net worth investor, let’s chat. Contact Adam Moody
at 416.681.8959 or amoody@gluskinsheff.com.
Invested in your prosperity
Wealth and Risk Management gluskinsheff.com @gluskinsheffincWealth and Risk Management gluskinsheff.com
5. IIP 2014 AGENDA
REGISTRATION NETWORKING
OPENING REMARKS
Rusty Baillie, CEO
FOUNDATION PERFORMANCE
INVESTMENT COMMITTEE
Jeff Black, Chair, Investment Committee
INTRODUCTION OF
KEYNOTE SPEAKER
Bruce Friesen, Global Investment Solutions
KEYNOTE PRESENTATION
Drummond Brodeur, Global Strategist Senior Vice President
with Signature Global Asset Management of CI Investments Inc
QA SESSION
CLOSING REMARKS
RECEPTION
POST-EVENT NETWORKING
Bruce Friesen is the President of Global Investment Solutions (GIS),
with over 20 years of experience in consulting and portfolio management.
Mr. Friesen’s expertise includes the oversight and monitoring of
investment portfolios and the governance needs of clients.
GIS is an Oakville based organization with a proven track record in
Canada of providing the top tier Investment Governance to its clients.
GIS does not manage money but rather helps clients with portfolio
strategy and oversight ensuring clients get the most out of their
relationships with Money Managers. GIS clients include trust funds,
foundations, private families and insurance companies. They have
worked with The Oakville Community Foundation for more than 10 years.
Drummond Brodeur, Global Strategist Senior Vice President with
Signature Global Asset Management of CI Investments Inc., provides
strategy on the equity mandates and is a member of the Signature Equity
and the Signature Asset Allocation Committees. Mr. Brodeur has over
24 years of investment experience, and has extensive experience in the
analysis and management of the Pacific Basin region: Japan, Hong Kong,
Australia, Singapore and South Korea. Mr. Brodeur holds the Chartered
Financial Analyst designation and is a graduate of the University of
Western Ontario (B.A.) and Monash University (M.A., M.B.A.) located
in Melbourne, Australia.
BRUCE
FRIESEN
DRUMMOND
BRODEUR
APRIL 23, 2014
APRIL 23, 2014
6. DEC - 13
11.85
9.27
7.74
5.99
4.20
8.78
33
5.96
77
Top 5%
25th Percentile
Median
75th Percentile
Bottom 5%
OCF Total Combined Fund
Rank
OCF Blend Benchmarks
Rank
DEC - 12
8.74
6.88
6.09
5.19
3.29
7.61
13
5.91
56
3 Years 4 Years 5 Years
DEC - 11
13.53
10.04
8.93
7.78
5.00
10.71
17
9.44
37
DEC - 13
11.78
9.41
8.19
6.87
5.31
9.17
29
7.24
73
DEC - 12
12.63
9.99
9.04
7.88
5.91
10.46
15
8.85
54
DEC - 11
6.41
4.14
2.45
1.42
-0.02
2.63
48
-0.74
97
DEC - 13
13.75
11.43
10.27
8.74
6.53
11.16
31
9.34
66
DEC - 12
6.57
5.18
3.75
2.76
1.31
4.01
42
0.78
98
DEC - 11
5.02
3.56
2.50
1.40
-0.94
2.54
49
0.25
91
OCF Total Combined Fund
OCF Blended Benchmarks
-5.0
0.0
5.0
10.0
15.0
Audi Centre Oakville | BMO Nesbitt Burns | Cooper Construction Limited
Crestridge Asset Management Inc. | Howard, Barclay Associates Ltd.
Inter-Co | Intriguing Landscapes Inc. | Isherwood Associates
Martyn, Dooley Partners | O’Connor MacLeod Hanna
RBC Dominion Securties Inc - The Harbour Group
Romspen Mortgage Investment Fund | Roxul Inc | Royal LePage
The Institute of Cosmetic Laser Surgery | Weber, CA, Tax and Accounting
TD | The Gerry and Larry Wilson Fund | Diamond Estates Wines Spirits Ltd.
SPECIAL THANKS TO OUR
CORPORATE PARTNERS
OAKVILLE COMMUNITY FOUNDATION
- INVESTMENT POOL
RATE OF RETURN OF THREE / FOUR / FIVE YEAR SUMMARY
DECEMBER 31, 2013
PERFORMANCE HISTORY ANNUALIZED RETURNS, YEAR(S) ENDING DECEMBER 31, 2013
1 YR 3 YR 5 YR 10 YR
Return achieved 14.0% 8.8% 11.2% 7.5%
Benchmark (based on target asset mix) 11.3% 6.0% 9.3% 5.3%
COMMUNITY LEADER
COMMUNITY MEMBER
COMMUNITY VISIONARY
7. R.A.K.: A DAY, A PURPOSE
- SO MANY MEANINGS!
Random Act of Kindness Day is one chosen day where our community
comes together to celebrate being a community by engaging people
to do something deliberate, purposeful and thoughtful for someone
else. This initiative began 3 years ago as the result of discussions
with many of our local agency charities in Oakville. They were
concerned that kindness - in particular charitable giving and
volunteerism - was stagnating, and so they set out to find a way
to actively engage the community in supporting the needs of the
community - launching RAK Day.
Over the course of its short history, Random
Act of Kindness Day in Oakville has continued
to see growing participation, with many people
benefiting from the kindness and generosity
of others - and often it continues to be paid
forward after our one designated day is over.
The RAK organizing group is made up of
representatives from United Way Oakville,
Oakville Chamber of Commerce, The YMCA
Oakville, both the Public and Separate School
Boards for Halton, Oakville Hospital, Tourism
Oakville, and our Foundation team.
In 2013, over 12 groups of volunteers, aptly named “Kindness Crews,”
went out into the community and helped out. Here’s a list of some of
the things these amazing volunteers did:
Visited the Humane Society • Handed out free giveaways at Whole Foods
• Increased community spirit in downtown Oakville • Helped set up for
The Oakville Hospital Foundation gala • Helped people load their groceries
in their cars • Handed out free cupcakes • Helped people pump gas and wash
their windshields • Volunteered at Community Living Oakville • Appreciated
volunteers and staff at Acclaim Health • Brought treats to firefighters •
Volunteered at Kerr Street Ministries • Put coins in laundry machines at local
laundry mat • Held the door for shoppers at Oakville Place • Put coins in
expired parking meters • Appreciated volunteers at the hospital • Volunteered
at The May Court Club Nearly New store • Bought lunch for someone
Your legacy
starts today.
For more information please
contact Sarah McPherson at
The Oakville Community Foundation.
sarah@theocf.org
@oakvilleCF
905.844.3562 x302
IT’S WORTH
THE DRIVE.
16TH ANNUAL MARATHON OF GOLF
With a 48-year history of capital preservation and consistent returns, our commercial mortgage
fund is ideal for accredited investors, foundations, endowments and pension funds seeking
a low volatility asset that performs like anything but. To discuss your investment of $150,000
or more: James Sotirakopoulos jamessotirakopoulos@romspen.com | 416 928 5119
Romspen Mortgage
Investment Fund
YEAR NET RETURN
2004 9.8%
2005 9.9%
2006 10.3%
2007 10.5%
2008 9.9%
2009 8.7%
2010 8.7%
2011 8.2%
2012 7.7%
2013 7.4%
Results from January 2002 to January 16, 2006 reflect Romspen’s pool of individually syndicated mortgages, the predecessor to the Romspen Mortgage Investment Fund.
Compound net returns are calculated on a cash-on-cash basis. Past performance does not guarantee future results.
STOP
CHASING
YIELD
ANDSTART
CATCHINGIT.
MAY 14TH
2014
GLEN ABBEY
GOLF CLUB
8. Guardian Capital has been a leader in the
Canadian investment community for over 50
years. In that half-century, we have earned a
reputation for solid performance, and strong
partnerships.
We have built a successful independent
financial institution rooted in trust, integrity
and stability. Let us put our history to work
for you.
To learn more about Guardian Capital, please
visit us at www.guardiancapital.com.
Strength Stability
Bonds Equities Commercial
mortgages
Specialized
and alternative
strategies
Discover our investment solutions
We offer a wide range of strategies.
As such, each is managed by its own
dedicated team of specialists.
9. 478 Morden Rd.
Ste. 204, Oakville
Ontario, L6K 3W4
905.844.3562
info@theocf.org
CHARITABLE BN:
89193 4374 RR0001
theocf.org
The Foundation is a conduit between the passions of
philanthropic families and the needs of the community.
As a registered charity, The Foundation is one of the
largest members of a national network of over
190 Canadian community foundations.
We support individuals, families and corporations who
come from all walks of life, economic backgrounds and
charitable interests but they have one thing in common
– a desire to make a difference today and leave a legacy
tomorrow for Oakville.
WHAT IS
THE OAKVILLE
COMMUNITY
FOUNDATION?
