RIA Certified Advisors and Professionals

Home / RIA Certified Advisors and Professionals

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

View Profile

Kevin Murdoch

Vice President and Wealth Advisor

RBC Dominion Securities
View Profile

Jackie Ramler

Financial Advisor

Raymond James Ltd
View Profile

Ian Robertson

Vice President

Odlum Brown Ltd
View Profile

Carol Smith

Investment Fund Advisor

DFS Investments
View Profile

Michael Silicz

Investment Advisor

National Bank Financial
View Profile

Michael Zonta

Wealth Management Advisor

Assante Capital Management
View Profile

Bibiana Leikucs

Investment Analyst

Leede Jones Gable Inc.
View Profile

Eric Goss

Mutual Funds Representative

Qtrade Financial Group
View Profile

Christian Farstad

Portfolio Manager and Wealth Advisor

View Profile

Patti Dolan

Portfolio Manager

Raymond James Ltd.
View Profile

Stephen Whipp

Managing Director

Leede Jones Gable Inc.
View Profile

Tena Rieck

Investment Advisor

RBC Dominon Securities
View Profile

Charlene Birdsall

Advisor/Portfolio Manager

National Bank Financial
View Profile

Tom Wooding

Portfolio Manager

CIBC Woody Gundy
View Profile

Julie Riach

Fee-for-Service Financial Planner

Acorn Financial Planning
View Profile

Lindsay M MacPhie

Investment Advisor

CIBC Wood Gundy, The Wooding Group
View Profile

Paul Horachek

Investment Advisor

Leede Jones Gable Inc.
View Profile

RIA-Certified Responsible Investment Professionals

Stephanie Griffiths

Portfolio Manager/Writer

View Profile

Phillip Ludvigsen

Senior Associate

First Environment Inc.
View Profile

Nicole Neuert

Manager, Fossil Free & Impact Solutions

Genus Capital
View Profile

Paul Pflanz

VP, Sales, Alberta

NEI Investments
View Profile

Walter Viguiliouk

Research Associate

Jarislowsky, Fraser Limited
VIew Profile

Walid Michael Zabaneh

Director, Clean Energy & Sustainability

Ernst & Young
View Profile

Philippe Pelletier

Vice President, Sales

NEI Investments
View Profile

Lynn Thordarson

VP Sales, Eastern Canada

Qtrade, OceanRock Investments
View Profile

Karim Allibhai

Financial and Tax Planning Specialist

Odlum Brown Ltd
View Profile

Greta Fearman

Client Relations Advisor

View Profile

Shibah Gill

HR Manager

View Profile

Kyuwon Taylor Kim

Analyst, Research Products

View Profile

Our Sustaining Members

Addenda Capital
Thomson Reuters

IA Clarington

Associate Members

Duca Credit Union
CIBC Mellon
FTSE Russell
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

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