RIA Certified Advisors and Professionals

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Meet Canada’s RIA-Certified providers of responsible investment services and solutions

We are pleased to provide two designations for qualified RIA Members who successfully complete the PRI Academy’s RI Essentials course: Responsible Investment Advisor Certification (RIAC) and Responsible Investment Professional Certification (RIPC). These designations are listed in the Investment Industry Regulatory Organization of Canada’s (IIROC’s) directory of financial certifications here. Learn more about the RIA’s Certified Advisors and Professionals by clicking on their profiles below. More about Certification.

RIA-Certified Responsible Investment Advisors

Donna Gehmlich

Investment Advisor

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Kevin Murdoch

Vice President and Wealth Advisor

RBC Dominion Securities
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Jackie Ramler

Financial Advisor

Raymond James Ltd
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Ian Robertson

Vice President

Odlum Brown Ltd
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Carol Smith

Investment Fund Advisor

DFS Investments
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Michael Silicz

Investment Advisor

National Bank Financial
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Michael Zonta

Wealth Management Advisor

Assante Capital Management
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Bibiana Leikucs

Investment Analyst

Leede Jones Gable Inc.
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Eric Goss

Mutual Funds Representative

Qtrade Financial Group
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Christian Farstad

Portfolio Manager and Wealth Advisor

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Patti Dolan

Portfolio Manager

Raymond James Ltd.
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Stephen Whipp

Managing Director

Leede Jones Gable Inc.
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Tena Rieck

Investment Advisor

RBC Dominon Securities
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Charlene Birdsall

Advisor/Portfolio Manager

National Bank Financial
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Tom Wooding

Portfolio Manager

CIBC Woody Gundy
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Julie Riach

Fee-for-Service Financial Planner

Acorn Financial Planning
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Lindsay M MacPhie

Investment Advisor

CIBC Wood Gundy, The Wooding Group
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Paul Horachek

Investment Advisor

Leede Jones Gable Inc.
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RIA-Certified Responsible Investment Professionals

Stephanie Griffiths

Portfolio Manager/Writer

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Phillip Ludvigsen

Senior Associate

First Environment Inc.
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Nicole Neuert

Manager, Fossil Free & Impact Solutions

Genus Capital
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Paul Pflanz

VP, Sales, Alberta

NEI Investments
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Walter Viguiliouk

Research Associate

Jarislowsky, Fraser Limited
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Walid Michael Zabaneh

Director, Clean Energy & Sustainability

Ernst & Young
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Philippe Pelletier

Vice President, Sales

NEI Investments
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Lynn Thordarson

VP Sales, Eastern Canada

Qtrade, OceanRock Investments
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Karim Allibhai

Financial and Tax Planning Specialist

Odlum Brown Ltd
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Greta Fearman

Client Relations Advisor

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Shibah Gill

HR Manager

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Kyuwon Taylor Kim

Analyst, Research Products

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Our Sustaining Members

Addenda Capital
Thomson Reuters

IA Clarington
Desjardins Wealth Management

Associate Members

Libro Credit Union
First Calgary Financial
State Street Global Advisors
Mackie Research
Investors Group
Mackenzie Investments
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
Vigeo Eiris
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
Groupe Investissement Responsable
Guardian Ethical Management
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management

Supporting Members

RE Royalties
Purpose Capital
Evolve Funds
Etho Capital
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group | Canaccord Genuity
The Wooding Group
Blue Heron Advisory Group