About us

Helping investors align their investments with their values

Rally Assets is an impact investment management firm. Impact investing is all we do and all we’ve ever done.

We help investors generate positive social and environmental impact alongside a financial return. We create impact funds and other portfolios to enable foundations, other institutional investors, family offices and individual accredited investors to invest in alignment with their values. Through our joint venture Realize Capital Partners, we’re a fund-of-funds manager for the Government of Canada’s Social Finance Fund.

We’re a Portfolio Manager and Exempt Market Dealer registered in Alberta, British Columbia, Ontario and Quebec with the respective provincial securities commissions.

We’re a certified B Corporation. Certified B Corporations meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose.

 

Memberships

As part of our commitment to promote and strengthen the sector and impact investing practices, we are a member of:

More information about our how we operate in support of justic can be found on our justice page.

 

We’re proud to be a certified B Corporation, meeting the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose. We chose to certify not long after our start as a firm, securing certification in 2012. We are strongly aligned with the B Corp philosophy of using business as a force for good. For us, the B Corp assessment provides external validation that we are living our values and delivering on our commitments to our stakeholders in an authentic way.

 

History

  • 2010: Purpose Capital is formed providing impact investing advisory and consulting services
  • November 2018: Rally Assets is formed to facilitate registration of the company as a Portfolio Manager. Purpose Capital rebrands to Rally Assets
  • August 2019: Rally Assets is granted registration as a Portfolio Manager by the Ontario Securities Commission
  • June 2020: Launch of our two funds, Rally Total Impact Fund (RTIF) (multi-asset class) and Rally Global Equities Impact Fund (RGEIF)
  • May 2023: Our joint venture Realize Capital Partners is named as a fund-of-funds manager for the Social Finance Fund
  • January 2024: Choosing to focus all our efforts on our growing group of asset management clients, we decide to stop offering stand-alone advisory services and announce Millani has become a Rally-Certified Advisory Partner

Contact Us

Let's discuss how we can help you align your values with your investments. Simply fill in the form below or give us a call (416-861-1717).

If you wish to tell us about an impact investment product you think our clients might be interested in, please fill in our product submission form.

You may wish to also connect with us through LinkedIn.

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317 Adelaide Street West, Suite 1005, Toronto, ON M5V 1P9