Investment Funds

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Below is a directory of RIA Member firms that offer responsible investment funds. For a complete list of RI mutual funds including performance data, click here. Feel free to contact RIA Member firms directly, or contact us if you have any questions: [email protected].

wdt_IDNameCompanyContact Information
1 AGF Investments Inc. About:

AGF Investments Inc. provides asset management services to individuals and institutions around the world. AGF is committed to responsible investing and considers the investment implications of ESG issues within their portfolio management and investment decision-making processes. AGF offers a thematic fund, the Global Sustainable Growth Equity Fund, investing in companies that are benefiting from the transition to a more sustainable economy.

AGF Investments Inc. is a Sustaining Member of the Responsible Investment Association.
Main Contact:

Rose Cammareri, EVP Retail Distribution, AGF Investments Inc: Email.

AGF Investments Inc.
2 Bullion Management Group Inc. About:

Bullion Management Group Inc. (BMG) is a dedicated guardian of physical bullion. The mission of Bullion Management Group Inc. is to be the global leader in providing secure, cost-effective and transparent ways to purchase and store physical gold, silver and platinum bullion for real wealth preservation and true portfolio diversification.

BMG is an Associate Member of the Responsible Investment Association.
Main Contact:

Brandon White, Business Development Manager/Analyst, BMG Inc.: Email.

Bullion Management Group Inc.
3 Changequity About:

Changequity’s mission is to buy high carbon companies and transform them into restorative, market-leading businesses.

Changequity is a Supporting Member of the Responsible Investment Association.
Main Contact:

Robert Safrata, CEO, Changequity: Email.

Changequity
4 CI Investments Inc. About:

CI Investments has been managing money on behalf of Canadian investors since 1965. Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds. This growth was guided by a strategy of seeking the best available portfolio managers. These managers have been selected for their strategic focus, consistent discipline and long-term track record of investing here in Canada and around the world.

CI Investments is an Associate Member of the Responsible Investment Association.
Main Contact:

Jeff Chan, Responsible Investment Analyst, CI Investments Inc: Email.

CI Investments
5 CoPower About:

CoPower is an online investment platform that makes it easy to invest in clean energy infrastructure. CoPower Green Bonds are backed by senior, secured loans made to community-scale clean energy projects that generate revenues from energy savings or the sale of clean energy.

CoPower is a Supporting Member of the Responsible Investment Association.
Main Contact:

Trish Nixon, Director of Investments, CoPower: Email or +1-514-500-0270 x 5.

CoPower
6 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 Encasa Financial About:

Encasa Financial is a registered investment fund manager, created specifically to manage the investment of pooled capital reserves of non-profit and co-operative housing providers. They offer three investment funds with Phillips, Hager & North Investment Management (a division of RBC Global Asset Management Inc.) as their portfolio adviser.

Encasa Financial is an Associate Member of the Responsible Investment Association.
Main Contact:

Glenda McLachlan, Corporate Secretary/Director Governance & Strategic Planning, Encasa Financial: Email.

Encasa Financial
8 Franklin Templeton Investments About:

Franklin Templeton is a global leader in asset management serving clients in over 150 countries. Their focus is on delivering relevant investment solutions, strong long-term results and reliable, personal service. Their investment professionals are on the ground across the globe, spotting investment ideas and potential risks firsthand.

Franklin Templeton is an Associate Member of the Responsible Investment Association.
Main Contact:

Maarten Bloemen, Portfolio Manager/Research Analyst, Franklin Templeton: Email.

Franklin Templeton
9 Genus Capital Management About:

Genus Capital Management is an independent investment management firm based in Vancouver. They offer fossil free and impact investment strategies to institutional and private clients.

Genus Capital Management is an Associate Member of the Responsible Investment Association.
Main Contact:

J.P. Harrison, Partner & President, Genus Capital Management: Email.

Genus Capital Management
10 Global Alpha Capital Management About:

Global Alpha Capital Management is an independent and privately owned investment management firm focused exclusively on global and international small cap portfolio management. GAC uses a combination of ESG incorporation strategies including quality screening, investment theme selection, qualitative analysis, and negative screening.

Global Alpha Capital is an Associate Member of the Responsible Investment Association.
Main Contact:

Qing Ji, Portfolio Manager, Global Alpha Capital Management: Email.

Global Alpha Capital Management




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