Financial Institutions

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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: staff@riacanada.ca.

wdt_IDNameCompanyContact Information
1 Alterna Savings & Credit Union About:

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.
Main Contact:

Dina Vardountiotis, Senior VP & Chief Marketing Officer, Alterna Savings & Credit Union: Email or +1-416-213-7900 x 7656.

Alterna Savings & Credit Union
2 Assiniboine Credit Union About:

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.
Main Contact:

Karen J Di Quinzio, Director of Wealth Mnagement, Assiniboine Credit Union: Email or 1-877-958-8588.

Assiniboine Credit Union
3 BMO Global Asset Management About:

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.
Main Contact:

TBD

BMO GAM
4 CIBC About:

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.
Main Contact:

TBD

CIBC
5 Desjardins About:

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.
Main Contact:

Rosalie Vendette, Senior Advisor, Responsible Investment, Desjardins: Email.

Desjardins
7 Kindred Credit Union
About:

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.
Main Contact:

Brian Barsness, Director, Investment Services, Kindred Credit Union: Email or 1-888-672-6728.

Kindred Credit Union
8 La Caisse d'economie solidaire Desjardins About:

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.
Main Contact:

Luc Rabouin, Directeur Développement stratégique et communications, La Caisse d'economie solidaire Desjardins: Email or +1-514-598-1666 x 363.

La Caisse d'economie solidaire Desjardins
9 RBC Global Asset Management About:

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.
Main Contact:

Derek Butcher, Proxy Voting Analyst, Corporate Governance & Responsible Investment, RBC GAM: Email.

RBC GAM
10 Prospera Credit Union About:

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.
Main Contact:

TBD

Prospera Credit Union
11 Servus Credit Union About:

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.
Main Contact:

Randy Biberdorf, VP, Wealth Management, Servus Credit Union: Email.

Servus Credit Union




Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

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

SAGE Investment Advisors
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower