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The NEI difference

Our purpose at NEI is to help Canadians achieve their financial goals while making a positive impact on the world. That’s what responsible investing means to us, and we believe it’s a worthwhile proposition for everyone. If you are eager to make an impact beyond your financial return, you’ve come to the right place.

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Responsible from the beginning

In 1986 NEI’s predecessor firm, Ethical Funds, launched the first responsible investment fund in Canada. Since then, NEI and its forerunners achieved many milestones in responsible investing. And we continue to do so today.


Ethical Funds introduces first responsible investment fund in Canada


Founding member, Social Investment Organization (now called Responsible Investment Association)


First in Canada to disclose proxy voting guidelines


Joined UN Principles for Responsible Investment in its inaugural year


Ethical Funds merges with Northwest Funds to form NEI


NEI launches its first impact fund, which is also Canada’s first resource optimization fund


NEI becomes part of Aviso Wealth; OceanRock Investments merges with NEI


NEI introduces first suite of impact funds in Canada, covering equity, fixed income, and balanced categories


NEI partners with Invesco Canada, offering ESG expertise on Invesco ESG Index ETFs in Canada

Responsible investment solutions for everyone

No matter where you are in your financial journey, whether you’re an everyday investor or a large institution, NEI offers an investment fund to meet your needs. From the simplicity of a total portfolio solution to core fixed income and equity building blocks, to specialty asset classes and themes, our funds seek two key outcomes: to optimize financial return, and to maximize positive social and environmental impact. 

NEI strongly believes that financial advisors are integral to the long-term financial success of many Canadians. We partner with advisors around the country to make sure our investment solutions are accessible to as many people as possible. We offer advisors education and training on our funds, and on the world of responsible investing.


Three ways we stand out

When you entrust your money to an investment manager, you need to feel confident their decisions are giving you the best chance of success. You may also want to know how those decisions align with your personal preferences and values and to see how your money is making a positive impact.


At NEI, we provide that confidence and knowledge by weaving together three strong yet flexible threads: expert asset allocation, an open architecture model, and Sustainable IntelligenceTM.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.