Asset Managers

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Below is a directory of RIA Member firms that offer customized portfolio solutions for institutional and private investors. Feel free to contact RIA Member firms directly, or contact us if you have any questions: [email protected].
wdt_IDNameCompanyContact Information
1 Addenda Capital About:

Addenda Capital is an investment management firm providing solutions for institutional and high net worth clients. Their approach to sustainable investment focuses on three key aspects: ESG integration, stewardship and promoting sustainable financial markets.

Addenda Capital is a Sustaining Member of the Responsible Investment Association.
Main Contact:

Brian Minns, Manager, Sustainable investing, Addenda Capital: Email.

Addenda Capital
2 Amundi Asset Management About:

Amundi Asset Management is an asset management firm with a global presence. They are committed to responsible investment through investing in a dedicated team of ESG specialists and have a well-defined and active engagement policy.

Amundi Asset Management is an Associate Member of the Responsible Investment Association.
Main Contact:

Gilbert Lavoie, Managing Director, Amundi Asset Management: Email.

Amundi Asset Management
3 BMO Global Asset Management About:

BMO Global Asset Management (BMO GAM) is a global group of asset managers and service providers that include full-service firms in Canada and the United States and a global network of investment boutiques. Material ESG considerations are integrated into their overall investment process. They recently launched the BMO Women in Leadership Fund and BMO Fossil Fuel Free Fund.

BMO GAM is an Associate Member of the Responsible Investment Association.
Main Contact:

TBD

BMO GAM
4 CIBC About:

CIBC is a Canadian financial institution offering banking, investing, wealth management and international banking services. CIBC Asset Management’s (CAM) investment process incorporates the view that Environmental, Social and Governance (ESG) issues are risk factors that can affect investment performance and that analysis of these factors is part of delivering superior risk-adjusted returns. They subscribe to and use ESG data from Sustainalytics and manage a number of equity and fixed income portfolios with specific RI mandates.

CIBC is a Sustaining Member of the Responsible Investment Association.
Main Contact:

TBD

CIBC
5 CIBC Wood Gundy About:

CIBC Wood Gundy is a full-service wealth management company with a complete array of financial products and services, built on the strengths of the CIBC group of companies. They have over 1000 Investment Advisors in more than 80 locations across Canada.

CIBC Wood Gundy is an Associate Member of the Responsible Investment Association.
Main Contact:

Find a CIBC Wood Gundy Advisor here.

CIBC Wood Gundy
6 Connor, Clark, & Lunn Private Capital Ltd. About:

Connor, Clark & Lunn Private Capital Ltd. (CC&L Private Capital) is a discretionary investment counsellor managing portfolios for high net worth individuals, foundations, endowments and First Nations and trusts and the advisors that serve them. They offer responsible investment portfolios and use Sustainalytics for their ESG research.

CC&L Private Capital Ltd. is an Associate Member of the Responsible Investment Association.
Main Contact:

Catherine Dorazio, Managing Director, Business Development, CC&L Private Capital Ltd.: Email or +1-604-643-5829.

CC&L Private Capital Ltd.
7 Fiera Capital About:

Fiera Capital is a leading Canadian investment manager offering portfolio management and personalized investment solutions. They offer ESG and Ethical strategies that take in to consideration ESG research, ethical screening and proxy voting.

Fiera Capital is an Associate Member of the Responsible Investment Association.
Main Contact:

Frederick Chenel, VP of Consultant Relations, Business Development, & Alternative Strategies, Fiera Capital: Email.

Fiera Capital
8 Genus Capital Management About:

Genus Capital Management is an independent investment management firm based in Vancouver. They offer fossil free and impact investment strategies to institutional and private clients.

Genus Capital Management is an Associate Member of the Responsible Investment Association.
Main Contact:

J.P. Harrison, Partner & President, Genus Capital Management: Email.

Genus Capital Management
9 Global Alpha Capital Management About:

Global Alpha Capital Management is an independent and privately owned investment management firm focused exclusively on global and international small cap portfolio management. GAC uses a combination of ESG incorporation strategies including quality screening, investment theme selection, qualitative analysis, and negative screening.

Global Alpha Capital Management is an Associate Member of the Responsible Investment Association.
Main Contact:

Qing Ji, Portfolio Manager, Global Alpha Capital Management: Email.

Global Alpha Capital Management
10 Guardian Ethical Management Inc. About:

Guardian Ethical Management (GEM) Inc. is a joint venture between Guardian Capital LP, one of Canada’s longest-established investment management firms, and NEI Investments, home to Ethical Funds, a socially responsible mutual fund family. GEM’s mandate is to offer institutional investors an integrated socially responsible investment solution.

GEM is an Associate Member of the Responsible Investment Association.
Main Contact:

Brian Holland, Senior VP, GEM: Email.

Guardian Ethical Management Inc.




Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Wealthsimple
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

SAGE Investment Advisors
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
Taylor Remy Brown Investment Group
The Wooding Group
Blue Heron Advisory Group
CoPower