Below is a directory of RIA Member financial institutions including banks, credit unions and insurance companies. Feel free to contact RIA Member firms directly, or contact us if you have any questions: [email protected].
wdt_ID Name Company Contact Information 1
Alterna Savings & Credit Union
Alterna Savings & Credit Union is a financial co-operative offering every day banking, credit and investment solutions (including responsible investment funds). They also offer business solutions, investment and retirement planning, and a full service brokerage.
Alterna Savings & Credit Union is an Associate Member of the Responsible Investment Association.
Dina Vardountiotis, Senior VP & Chief Marketing Officer, Alterna Savings & Credit Union: Email or +1-416-213-7900 x 7656.
Assiniboine Credit Union
Assiniboine Credit Union is one of the largest credit unions in Manitoba. They offer personal banking, business banking and wealth management services. Responsible investment funds are among their suite of mutual fund offerings.
Assiniboine Credit Union is an Associate Member of the Responsible Investment Association.
Karen J Di Quinzio, Director of Wealth Mnagement, Assiniboine Credit Union: Email or 1-877-958-8588.
BMO Global Asset Management
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.
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.
Desjardins is a cooperative financial group in Canada offering both personal and business services. They are involved with shareholder engagement strategies and offer responsible investing products through Ethical Select portfolios, Ethical Funds and SocieTerra Funds and Portfolios.
Desjardins is an Associate Member of the Responsible Investment Association.
Rosalie Vendette, Senior Advisor, Responsible Investment, Desjardins: Email.
Kindred Credit Union
Kindred Credit Union (Kindred) is a member-owned financial cooperative based in Kitchener, Ontario. Kindred has a values-centered approach and offers a complete range of banking, investing and borrowing products and services. They offer a suite of responsible investment mutual funds and GICs.
Kindred Credit Union is an Associate Member of the Responsible Investment Association.
Brian Barsness, Director, Investment Services, Kindred Credit Union: Email or 1-888-672-6728.
La Caisse d'economie solidaire Desjardins
La Caisse d'economie solidaire Desjardins is a financial institution in Quebec. They offer socially responsible investment options and work towards supporting the development of the social economy.
La Caisse d'economie solidaire Desjardins is an Associate Member of the Responsible Investment Association.
Luc Rabouin, Directeur Développement stratégique et communications, La Caisse d'economie solidaire Desjardins: Email or +1-514-598-1666 x 363.
RBC Global Asset Management
RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC), and includes institutional money managers BlueBay Asset Management and Phillips, Hager & North Investment Management. RBC GAM has partnered with Sustainalytics, a global leader in ESG screening to deliver their SRI offerings. RBC Jantzi Funds and PH&N Community Values Funds combine the Sustainalytics screening process with the RBC GAM investment management approach.
RBC GAM is a Sustaining Member of the Responsible Investment Association.
Derek Butcher, Proxy Voting Analyst, Corporate Governance & Responsible Investment, RBC GAM: Email.
Prospera Credit Union
Prospera Credit Union is a member owned financial co-operative based in British Columbia. They offer personal and business banking, lending and investment solutions. They offer a range of responsible investment mutual fund options.
Prospera is an Associate Member of the Responsible Investment Association.
Servus Credit Union
Servus Credit Union is Alberta’s largest credit union. They offer banking, investment products, insurance, and business solutions. Responsible investment options are available through Ethical Funds.
Servus Credit Union is an Associate Member of the Responsible Investment Association.
Randy Biberdorf, VP, Wealth Management, Servus Credit Union: Email.