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].
|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.
Rose Cammareri, EVP Retail Distribution, AGF Investments Inc: Email.
|BMG Group Inc.||About:|
BMG 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.
Brandon White, Business Development Manager/Analyst, BMG Group Inc.: Email.
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.
Robert Safrata, CEO, Changequity: Email.
|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.
Jeff Chan, Responsible Investment Analyst, CI Investments Inc: Email.
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.
|Trish Nixon, Director of Investments, CoPower: Email or +1-514-500-0270 x 5.|
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.|
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.
|Glenda McLachlan, Corporate Secretary/Director Governance & Strategic Planning, Encasa Financial: Email.|
|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.
|Maarten Bloemen, Portfolio Manager/Research Analyst, Franklin Templeton: Email.|
|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.
J.P. Harrison, Partner & President, Genus Capital Management: Email.
|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.
|Qing Ji, Portfolio Manager, Global Alpha Capital Management: Email.|
Greenchip has been investing exclusively in the global environmental economy since 2007. We believe that a structural energy transition is underway, from fossil fuels to renewable energy, from energy inefficient processes to more efficient ones. Driven by resource scarcity and ecological limitations this transition will create both new risks and historic opportunities. We believe our sector focus combined with a proven value discipline is a logical path to superior investment returns.
Greenchip is a Supporting Member of the RIA.
|John Cook, CEO|
|iA Clarington Investments||About:|
iA Clarington offers a wide range of high-conviction, actively managed solutions to individual investors. The company’s suite of socially responsible investments, the IA Clarington Inhance SRI Funds, are sub-advised by Vancity Investment Management Ltd., a pioneer in responsible investing.
iA Clarington Investments is a Sustaining Member of the Responsible Investment Association.
General: Email or 1-888-860-9888.
Investors Group delivers personalized financial solutions to Canadians through a network of approximately 5,300 Consultants located throughout Canada. Their responsible investment approach involves active ownership, ESG integration and divestment only in exceptional circumstances. They offer a responsible investment mutual fund called Investors Summa SRI fund.
Investors Group is an Associate Member of the Responsible Investment Association.
John Guttormson, Senior VP, Product
Investors Group: Email.
Mackenzie Investments has been providing investment advisory and related services since 1967. They offer mutual funds, ETFs, alternative investments, Private Wealth Pools and managed solutions. Mackenzie Investments is a signatory to the PRI and offers a suite of RI mutual funds and an ETF. They utilize ESG integration and shareholder engagement as part of their investment processes.
Mackenzie Investments is an Associate Member of the Responsible Investment Association.
NEI Investments is a Canadian mutual fund company. NEI is also home to Canada's largest team of in-house socially responsible investing specialists who provide environmental, social and governance (ESG) analysis to portfolio managers of socially responsible investments, including NEI's own Ethical Funds. NEI Investments is a Sustaining Member of the Responsible Investment Association.
NEI Sales Representative: 1-888-806-3333.
|OceanRock Investments Inc.||About:|
OceanRock Investments Inc. is an investment management organization and a leader in responsible investing. Their suite of Meritas SRI Funds follows a responsible investment strategy that includes screening, shareholder engagement and impact investing.
OceanRock Investments Inc. is a Sustaining Member of the Responsible Investment Association.
Ruthann Bartello, Senior Marketing and Communications Manager, OceanRock Investments Inc.: Email or +1-604-678-6299.
Oikocredit manages one of the world’s largest sources of private capital for development finance. The financial resources come from investments by individuals, organizations and churches. Oikocredit finances and invests in microfinance institutions, co-operatives and small and medium enterprises in developing countries, aimed at positive social impact.
Oikocredit is an Associate Member of the Responsible Investment Association.
Eugene Ellmen, National Director, Oikocredit Canada: Email.
|Phillips, Hager, & North Investment Services Inc.||About:|
Phillips, Hager, & North (PH&N) Investment Services Inc. is part of the RBC Global Asset Management family, offering investment services including low-fee mutual funds. The fund managers (PH&N IM and RBC GAM) have partnered with Sustainalytics, a global leader in ESG screening to deliver their SRI offerings. The PH&N Community Values Funds and RBC Jantzi Funds combine the Sustainalytics screening process with their investment management approach.
PH&N Investment Services Inc. is an Associate Member of the Responsible Investment Association.
Leila Fiouzi, VP & Investment Counsellor, PH&N Investment Services Inc.: Email.
|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.
Derek Butcher, Proxy Voting Analyst, Corporate Governance & Responsible Investment, RBC GAM: Email.
RE Royalties is a growing royalty financing company focused on building a diversified portfolio of long-term, predictable, and stable royalties from renewable energy projects. Our business model creates significant shareholder value through the acquisition of long-term sustainable royalty streams, strong capital protection, high reinvestment rates to drive growth, and low operating costs to enhance shareholder returns.
Our royalty financing products provide our partners with a financing alternative that is more
flexible than traditional debt and less expensive than traditional equity. Royalty financing
allows them to achieve their growth targets without resorting to either dilution or asset sales.
RE Royalties is a Supporting Member of the Responsible Investment Association.
|Bernard Tan, CEO|