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

Servus
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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

ScotiaMcLeod
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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

Independent
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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

Sustainalytics
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Shibah Gill

HR Manager

Sustainalytics
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Kyuwon Taylor Kim

Analyst, Research Products

Sustainalytics
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Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

Mackenzie Investments
HSBC
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.
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

Evolve Funds
SAGE Connected Investing
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower