RIA membership includes financial institutions, mutual fund companies, investment management firms, financial advisors, and other organizations and individuals who practice and support responsible investing. Join Us!

RI Certification

In 2014, we launched our certification program for Responsible Investment Advisors and Professionals. We offer two designations, which earn you CE credits and demonstrate your expertise to potential clients. Both of our designations are included in the Investment Industry Regulatory Organization of Canada  (IIROC) directory.

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PRI Academy

The Responsible Investment Association has launched the PRI Academy in Canada. It is increasingly important to understand how environmental, social and governance (ESG) factors affect shareholder and stakeholder value. As a result, demand for professional ESG training is increasing. The PRI Academy meets this demand.

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Knowledge Hub

We are pleased to launch the Responsible Investment Knowledge Hub to provide education and raise awareness of environmental, social, and corporate governance (ESG) issues that affect investment decisions. Our RI Basics page introduces readers to key concepts, issues, and trends in the field of responsible investment.

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Click your province on the map to find a Responsible Investment Advisor in your community. View the RIA’s Certified Advisors and Professionals here



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The New SRI: Trends in Values and Controversies Screening @ Webinar
Jun 28 all-day

We have entered a new era of socially responsible investing. For over 40 years, institutional investors have been screening out companies that do not align with client mandates, religions or values. As the field of responsible investing grows, new issues are emerging such as thermal coal, for-profit prisons and sovereign screens. With increasingly sophisticated data and tools, institutional investors have the ability to complement negative screening strategies with positive screening, impact investing, and engagement in a way that may not have been possible in the earlier years of SRI. Some institutional investors with a traditional screening strategy are now also considering approaches that include ESG integration. We invite you to join us for a webinar to discuss the current state of SRI practices, emergence of new screening trends, and developments in ESG integration and positive screening.


  • Emerging issues: thermal coal, for profit prisons, sovereign screens
  • New use cases beyond negative screening
  • How a faith-based investment manager integrates ESG in the investment process
Future Finance and Social Innovation: The Great Shift @ MaRS Discovery District
Jun 29 all-day

EARLY BIRD FLASH SALE! Registration is only $149.00 until Friday June 17. Register today!

Venue and Date
The Regional RE$EARCH MONEY Conference Future Finance and Social Innovation: The Great Shift will take place in the Auditorium of MaRS Discovery District (101 College Street, Toronto) on Wednesday June 29, 2016.

Conference Description
Future Finance and Social Innovation: The Great Shift will provide a look at the investing goals of the next generation, and the impacts technology platforms like crowdfunding will have on the investing environment. We’ll explore the idea of a social entrepreneur and what it means to be involved with social innovation. Together, we’ll work towards building a robust global social finance marketplace in the area of impact investing. Connection and understanding are key – for those who want to make a difference in the world, and for those who wish to continue to participate meaningfully in the future economy.

Special Investor Session
This session is for investors and selected companies and social enterprises from Canada, US and UK to learn about the investment landscape in one another’s countries and explore co-investment opportunities. If you are an investor or an entrepreneur interested in attending or have received an invitation to this session, please select the appropriate option (conference plus investor session OR investor session only).

Live Streaming
We will be live streaming the conference for those who are unable to attend in person. We are teaming up with an exciting startup company to allow for full interaction during the streaming – you can watch the conference while simultaneously viewing speaker slides, sending questions to speakers, and carrying on conversations with other live stream attendees. The full recorded conference will also be made available to you following the conference*.

Subscriber Discount
We are offering a $50 discount for RE$EARCH MONEY subscribers**. Subscribers will need a discount code to take advantage of this offer; please email [email protected] to receive your code.

2016 Conference Fees

Conference: $ 249.00
Early Bird Flash Sale: $ 149.00 (until Fri June 17)
Conference + Special Investor Session: $249.00
Early Bird Flash Sale: $ 149.00 (until Fri June 17)
Investor Session Only: $50.00
Live Streaming Ticket: $95.00

Exhibitor: $ 1,500.00

listed fees do not include 13% HST

*Conference recording will be made available online to live stream ticket holders only approximately one week after the completion of the conference

**discount cannot be applied to live streaming ticket or exhibitor pricing; offer is for one discounted registeration per individual subscriber only, with the exception of Corporate Subscriptions


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Please note our refund policy:

A refund of 85% of the registration fee will be given to cancellations made on or before Wednesday June15, 2016. Cancellations made from Thursday June 17 up to and including Thursday June 23, 2016 will be refunded at 50%. Due to catering deadlines, cancellations made after this time will not be refunded. Substitutions always accepted – please send an email to [email protected] with the name of the replacement as soon as possible.

Morningstar’s Sustainability Ratings for Funds: An Overview @ Webinar
Jul 12 @ 1:00 pm – 2:00 pm

Join us for a webinar on Jul 12, 2016 at 10:00 AM PDT / 1:00 PM EDT.

Recently, Morningstar, in partnership with Sustainalytics, introduced Sustainability Ratings for over 20,000 mutual funds and exchange-traded funds.

Please join the Responsible Investment Association for a briefing and discussion with Jon Hale, Head of Sustainability Research at Morningstar, and Sarah Smith, Director of Institutional Relations at Sustainalytics. The webinar will provide an overview of this new ESG ratings tool, and how it aims to help investors compare funds using ESG factors. Both Sustainalytics and Morningstar welcome feedback from RIA members.

Hilary Mandel, RIA’s Director of Policy & Research, will moderate this informative briefing and conversation.

Register now!

After registering, you will receive a confirmation email containing information about joining the webinar. If you have any questions, please email [email protected].

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Our Sustaining Members


Addenda Capital

Associate Members

Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
BMO Global Asset Management
Aequitas NEO Exchange Inc.
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
Global Alpha Capital Management
Vancity Credit Union
Servus Credit Union
Investors Group
Groupe Investissement Responsable
Guardian Ethical Management
ClearBridge Investments
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Prospera Credit Union
Mennonite Savings and Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
Taylor Remy Brown Investment Group
The Wooding Group
Blue Heron Advisory Group