Sucheta Rajagopal

Portfolio Manager
Research Capital Corp.

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People, Planet, Profits.
That’s what Socially Responsible Investing means to me.
For over 20 years, I have been advising clients on how to integrate environmental sustainability, social responsibility and good corporate governance (ESG) issues into their investment decisions.

A trailblazer in Canadian SRI, I am excited to be helping build capacity and community in Impact Investing.

I offer:
• a principled approach to investing
• education about money and investments
• a holistic financial planning approach including tax and retirement planning
• communication based on your preferences as to the frequency and medium (face to face meetings, video, telephone, email, etc.).

If you are looking for an accessible, jargon free advisor who is passionate about building a better world, please contact me.

Sucheta has an LL.B. from Osgoode Hall Law School. She is a graduate of the Canadian Securities Institute’s Professional Financial Planning Program, a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI) and a Certified Financial Planner (CFP). Sucheta has also earned Canada’s Responsible Investment Advisor Certification (RIAC).

She is a past President of the Board of the Responsible Investment Association’s predecessor, the Social Investment Organization, and has also volunteered on the Boards of East End Community Health Centre, Straight Goods and Planet in Focus and the Catherine Donnelly Foundation..

Services Offered in RI
  • Financial planning
  • Taxation planning
  • Investment management
  • Charitable giving
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Provinces Licensed In
  • British Columbia
  • Nova Scotia
  • Ontario
  • Quebec