Category: News

New RIA Report highlights a resilient market with the conversation shifting from quantity to the quality of RI implementation

TORONTO – November 25, 2025 – Responsible investment (RI) remains a defining feature of Canada’s financial ecosystem, according to the 2025 Canadian Responsible Investment Trends Report, released today by the Responsible Investment Association (RIA). Despite heightened global scrutiny and increasingly polarized narratives surrounding ESG, Canadian investors continue to demonstrate strong conviction in responsible investment as a driver of long-term value and risk management.

Produced as part of the RIA’s Responsible Investment Research Initiative, the report shows that ESG integration is used by 96% of respondents across 87% of assets under management (AUM). While growth expectations have moderated from earlier years of accelerated expansion, two-thirds (66%) of respondents still expect RI to grow, underscoring the staying power of responsible investment and its embedded role in investment processes.

“The global conversation around sustainable finance may be shifting, but our data shows that Canadian investors remain firmly committed to responsible investment.” says Patricia Fletcher, Chief Executive Officer of the Responsible Investment Association. “Investors are no longer asking whether sustainability belongs in financial analysis. The focus is now on how RI is implemented with integrity and impact.

2025 Key Findings:

• Near-Universal ESG Integration: ESG integration is used by 96% of respondents, covering 87% of AUM and reinforcing RI’s central role in Canadian investment practice.
• High Levels of Reporting Confidence: 69% of respondents express confidence in the overall quality of ESG reporting, while 91% are confident in their own organization’s reporting; calls for greater standardization and independent assurance remain strong.
• Climate Risk as a Leading Driver: Risks associated with a changing climate are now the top driver of RI growth, highlighting the financial materiality of climate considerations.
• Negative Media Narratives as a Barrier: 46% of respondents cite negative media coverage from other jurisdictions as the leading deterrent to RI growth, surpassing greenwashing as a top concern.
• Stewardship and Collaboration Remain Strong: 76% of respondents remain active in collaborative engagement initiatives.
• Steady Growth Expectations: 66% expect RI to continue growing, 31% expect RI levels to remain stable and almost none expect contraction.
• Commitment to RI: 75% say that RI remains a priority within their portfolio management processes, 24% say it is a higher priority

The findings underscore that Canadian investors view sustainability as essential to sound investment frameworks and decision-making, despite external narratives or trends.

Founded in 1991 as the Social Investment Organization (SIO), the Responsible Investment Association and its members have played a central role in the development of Canada’s RI landscape for more than three decades. Through research, advocacy and convening, the RIA supports practitioners across the industry and reinforces Canada’s leadership in sustainable finance.

View the full report [here].

For messages from Responsible Investment Research Initiative partners, see page 4 of the Report.

About the Canadian Responsible Investment Trends Report

The Canadian Responsible Investment Trends Report, published by the Responsible Investment Association (RIA) as part of the Responsible Investment Research Initiative, is a tool for monitoring the evolution of responsible investment (RI) practices in Canada. This 2025 report draws on responses gathered from a survey of Canadian institutional asset managers and asset owners, which took place between May 7th and July 9th, 2025. The previous survey was conducted in 2024.

About the Responsible Investment Research Initiative

The Responsible Investment Research Initiative, a program of the Responsible Investment Association, delivers objective, data-driven insights into responsible investment trends in Canada through three annual reports:

1. Investor Opinion Survey
2. Advisor RI Insights Study
3. Canadian Responsible Investment Trends Report

The Initiative is generously supported by partners Addenda Capital, Desjardins, Mackenzie Investments, National Bank Investments, RBC Investor Services, and TD Asset Management. Learn more at www.ri-research-initiative.ca.

About the RIA

The Responsible Investment Association (RIA) is Canada’s industry association for responsible investment, dedicated to embedding responsible investment across the country’s financial ecosystem. The RIA’s membership includes asset managers, asset owners, advisors, and service providers who collectively manage more than $45 trillion in assets globally. Learn more at www.riacanada.ca.

Media Contact

Ady Jonsohn
Vice President, Content Development and Delivery
Responsible Investment Association
ady@riacanada.ca

Congratulations to Canada’s newest recipients of the RIA’s financial credentials in recognition of expertise in responsible investing. View a full list of RIA credential holders here.

Learn more about the RIA’s training and credentials here.

Abdelatif Arezdi (RIS)
Aidan Arsenio-Corlis (RIS)
Sophie Bano (RIS)
Gissella Del Rosario Bermudez Salazar (RIS)
Bryce Borden (RIPC)
Nav Brar (RIS)
Suzanne Chalhoub (RIS)
Paul Davidson (RIS)
Dallis Dubnicoff (RIS)
Sylvie Ducharme (RIS)
Elysha Ducherer (RIS)
Mathieu Dufort (RIS)
Nathan Felicetti (RIS)
Lakshya Guglani (RIS)
Andrew Hanmer (RIS)
Hayden Hood (RIS)
Grégory Luzincourt (RIPC)
Samarth Sunil Nadig (RIS)
Harmanjot Nanrhe (RIS)
John Otono (RIS)
David Andres Perez Giraldo (RIS)
Chantal Rodrigue (RIS)
Carol Russell (RIS)

Despite moderating RI adoption, committed advisors remain steady, growth expectations positive and nearly half of respondents support the incorporation of RI in Know Your Client forms

TORONTO – October 7, 2025 – Responsible investment (RI) adoption among Canadian financial advisors has tapered since 2023, yet committed users remain stable and opportunities are emerging to close service gaps and align advisor practices with strong client demand, according to a new study released today by the Responsible Investment Association (RIA).

The 2025 RIA Advisor RI Insights Study, based on a national survey of 300 Canadian retail investment advisors, shows that although RI adoption has declined since 2023, overall growth expectations remain positive. The study also points to a persistent “RI service gap,” where clients who are interested in RI are not getting the services they want. Nearly half of advisors, however, support adding RI questions to the Know Your Client (KYC) process – an important step toward addressing the gap.

“While adoption has steadied, investor demand for RI remains strong and advisors remain open to closing the service gap,” says Patricia Fletcher, CEO of the RIA. “Mobilizing wholesalers and equipping advisors with tools and training, we can empower advisors to align portfolios with their clients’ values.”

This study is published as part of the Responsible Investment Research Initiative, a program of the RIA that delivers objective, data-driven insights spanning the full spectrum of responsible investment in Canada through three comprehensive reports.

Key findings from the study include:

• RI Adoption Moderating: 64% of advisors report using responsible investment in 2025, down from 73% in 2023, reflecting fewer new entrants to the field.
• Committed Advisors Steady: Advisors who use RI remain consistent, with an average of 13% of assets under management (AUM) allocated to RI, unchanged from prior years.
• Positive Growth Outlook: 75% of advisors anticipate RI growth in the next two years, though expectations have tempered compared to 2023.
• Persistent Service Gap: Clients remain more likely than advisors to initiate RI conversations, highlighting the need for advisors to take a more proactive role.
• KYC as an Opportunity: Nearly half (46%) of advisors support adding RI questions to Know Your Client (KYC) forms, which could help close the service gap.
• Wholesalers as Catalysts: Wholesalers remain the leading source of RI information and education for both users and non-users, underscoring their pivotal role in advisor adoption.

View the full report here.

For messages from Responsible Investment Research Initiative partners, see page 4 of the report.

About the Advisor RI Insights Study

The Responsible Investment Association publishes the Advisor RI Insights Study to capture evolving trends in Canadian retail advisors’ usage and perceptions of responsible investment. The 2025 study is based on a survey of 300 advisors conducted by Environics Research between July 2–9, 2025.

About the Responsible Investment Research Initiative

The Responsible Investment Research Initiative, a program of the Responsible Investment Association (RIA), delivers objective, data-driven insights spanning the full spectrum of responsible investment in Canada through three comprehensive research reports: 1) the Investor Opinion Survey, 2) the Advisor RI Insights Study, and 3) the Canadian Responsible Investment Trends Report.

The Initiative and production of the reports are generously supported by partners Addenda Capital, Desjardins, Mackenzie Investments, National Bank Investments, RBC Global Asset Management and TD Asset Management. Learn more at www.ri-research-initiative.ca.

About the Responsible Investment Association (RIA)

The RIA is Canada’s investment industry association with a purpose of entrenching responsible investment (RI) in Canada’s financial ecosystem. With a history dating back to 1991, the RIA supports members who are committed to the advancement of RI in Canada, including the incorporation of ESG factors into investment decision making.

The RIA convenes members across the full spectrum of the RI industry, from advisors and asset managers to asset owners and service providers, fostering community, providing education and engaging at the highest levels of policy and practice.

The RIA’s membership collectively manages over $45 trillion in assets globally. Learn more at www.riacanada.ca.

 

Media Contact:

Ady Jonsohn
Vice President, Content Development and Delivery
Responsible Investment Association (RIA)
+1 416-461-6042

Congratulations to Canada’s newest recipients of the RIA’s financial credentials in recognition of expertise in responsible investing. View a full list of RIA credential holders here.

Learn more about the RIA’s training and credentials here.

Sumiya Akter (RIS), Vancity
Samuel Dickey (RIS), Desjardins
Ritish Gupta (RIS), Cambrian Credit Union
Omar Nassim Haddad (RIS), Desjardins
Alexandre Lacas (RIS), Desjardins Caisses des Patriotes
Zijun Lan (RIS), Desjardins
Ernest Mpaata (RIS), Cambrian Credit Union
Suzann RAI (RIS), Cambrian Credit Union

Congratulations to Canada’s newest recipients of the RIA’s financial credentials in recognition of expertise in responsible investing. View a full list of RIA credential holders here.

Learn more about the RIA’s training and credentials here.

Jeremi Balasadas (RIS), Vancity
Marie-pier Brisson (RIS), Caisse de l\’Ouest de Laval
Kexin Chen (RIS), Vancity
Man Ting Chiu (RIS), Desjardins
Joao Vitor Duz Batista (RIS), Vancity
Vincent Fillion (RIS), Caisse de Limoilou
Patrick Fontaine (RIS), Desjardins
Ircel Valence Kanga (RIS), Caisse Desjardins de l\’Administration et des Services publics
Leila Konate (RIS), Desjardins
Carolane Labbé Thiboutot (RIS), Desjardins
Rodrigo Laia Manentti (RIS), Aviso
Julien Martin (RIS), Desjardins
Maude Martineau (RIS), Caisse Desjardins du Plateau Montcalm
Raymond McHarg (RIS), Southern Alberta Institute of Technology (SAIT)
Harnoor Singh Sidhu (RIS), Vancity
Harkamaljot Singh (RIS), Vancity Credit Union
Jovan Sukoivc (RIS), Desjardins

Congratulations to Canada’s newest recipients of the RIA’s financial credentials in recognition of expertise in responsible investing. View a full list of RIA credential holders here.

Learn more about the RIA’s training and credentials here.

Jaime Armstrong (RIS), Libro Credit Union
Anmol Batra (RIS), VANCITY SAVINGS CREDIT UNION
Kaoutar Bearour (RIS), Caisse Desjardins de Limoilou
Ryan Beneteau (RIS), Libro Credit Union
Gopa Bishnu (RIS), Alterna Savings
David Bouffard (RIS), Desjardins
Radja Boulbadaoui (RIS), Desjardins
Soulef Brahimi (RIS), Caisse Desjardins de l\’Ouest de Laval
Darla Brenholen (RIS), Weyburn Credit Union
Richard Brunet (RIS), Meridian Credit Union / Aviso Wealth
Ian Callaway (RIS), The Income Protectors
Jacob Celli (RIS), DUCA Financial Services
Russell Chan (RIS), Cambrian Credit Union
Aidara Awa Eve Cherif (RIS), Desjardins
Thomson Choi (RIS), ferique
Melisha Cordeiro (RIS), Libro Credit Union
Connie Cormaggi (RIS), Meridian Credit Union
Frédéric Côté (RIS), Desjardins
Jackie Daamen (RIS), Libro Credit Union
Hannah Devires (RIS), Libro Credit Union
Assia Djouadi (RIS), Desjardins de Limoilou
Danny Dontigny (RIS), Desjardins
Tammy Ferguson (RIS), UNI
Jessica Fraser (RIS), Alterna Wealth
Anmol Gadh (RIS), Affinity credit union
Shevaun Gannon-Berg (RIS),
Melanie Gaudet (RIS), MDL Financial Group / Self Employed
Ezequiel Giron Membreno (RIS), Caisse Desjardins de l\’Ouest de Laval
Maxime Guilmette (RIS), Desjardins
Marcus Hamilton Christensen (RIAC)
Simon Harburn (RIS), Libro Credit Union
Frazer Hauspie (RIS), Libro Credit Union
Neil Holland (RIS), CUFM
Pricilla Ingrid kagnia (RIS), Desjardins
Saurabh Kale (RIS), Meridian Credit Union
John Kehoe (RIS), Kawartha Credit Union
Jordan Keith (RIS), Alterna
Bakary Kone (RIS), Caisse Desjardins de Limoilou / Mouvement Desjardins
Alexandre Lassonde (RIS), Ferique
Yanick Lavoie (RIS), Desjardins
Tian Jing Liu (RIS), FÉRIQUE
Scott Macleod (RIS), Libro Credit Union
Vaneeza Farrukh Malik (RIS), Alterna Savings
Delphine Marmen Ouellet (RIS), desjardins
Lionel Mbaiassem (RIS), Desjardins
Robert McQuillen (RIS), Desjardins
Thomas Michel-Gougeon (RIS), Desjardins
Denis Mirne (RIS), Desjardins
Craig Moran (RIS), Libro Credit Union
Mbaye Ndior (RIS), Caisse Desjardins de l\’administration et des Services Publics
Aditya Nijhawan (RIS), Alterna Savings
Marie-Pier Paquette (RIS), Desjardins
Yash Patel (RIS), Tandia Financial Credit Union
Niketan Patel (RIS), Weyburn Credit Union
Darren Pendlebury (RIS),
Rhodora Porr (RIS), Libro Credit Union
Julia Ramsammy (RIS), Desjardins Investments
Penny Reimer (RIS), Affinity Credit Union
Remy Reynaert (RIS), Desjardins
Eric Rowe (RIS), Meridian
Mounira Sfihi (RIS), Desjardins
Aditi Sharma (RIS), Alterna Savings and Credit Union
Junias Benaja Tchibozo (RIS), Desjardins
Simon Tremblay (RIS), Desjardins Investissement
Lori Van Geffen (RIS), IA Private Wealth
Anmol Vashisht (RIS), Libro credit union
Jessica Vu (RIS), Desjardins
Adam White (RIS), Libro Credit Union
Laura Wierzbicki (RIS),
Nicole Williams (RIS), Alterna Savings
Vikas Yadav (RIS), Alterna Savings

Congratulations to Canada’s newest recipients of the RIA’s financial credentials in recognition of expertise in responsible investing. View a full list of RIA credential holders here.

Learn more about the RIA’s training and credentials here.

Bujar Kurani (RIS), Caisse Desjardins de L\’Ouest de Laval
Eric Adams (RIS), Kawartha Credit Union
Fanny Allary (RIS), Finandicap
Lisa Callaghan (RIS), Kawartha Credit Union
Sharon Carr (RIS), Kawartha Credit Union
Evan Coates (RIS)
Akshay Dhindhwal (RIS), Kawartha Credit Union/Aviso
Julie Dubé (RIS), Mouvement Desjardins
Pascale Gendron (RIS), Férique
Gemma Griffiths (RIS), Kawartha Credit Union
Nate Heron (RIS), Aviso Wealth
Salim Issolah (RIS), Desjardins
Jean-François Laberge (RIS), Service d\’investissement Férique
Rhys Midzain-Gobin (RIS), Vancity Credit Union
Ayanda Mngoma (RIS), Kawartha Credit Union
Deep Patel (RIS), Kawartha Credit Union
Brent Petticrew (RIS), Kawartha Credit Union
Nathalie Picard (RIS), Caisse Desjardins de l\’Ouest de Laval
Monia Pouzet (RIS), Desjardins
Dawson Stone (RIS), Kawartha Credit Union

Majority of investors surveyed cite advisors and financial institutions as most valued sources of information when it comes to making investment decisions related to responsible investments.

TORONTO – April 10, 2025 – Most Canadian retail investors want to discuss responsible investment (RI) with their financial advisor, yet fewer are being asked about it, according to a new survey from the Responsible Investment Association (RIA).

The 2025 RIA Investor Opinion Survey, based on an Ipsos poll of 1,001 individual investors in Canada, shows that 76% of respondents want their financial advisor or institution to be required to ask them specific questions about responsible investment (RI) considerations that align with their personal values as part of the Know Your Client process. Only 28%, however, said their financial services provider had ever posed such questions, demonstrating a persistent “RI service gap.”

Despite a decline in the prior survey, 2025 saw a slight uptick in greenwashing concerns with over half of respondents (54%) acknowledging that it deters them from RI compared to the previously reported 46%. Other key deterrents include lack of knowledge about RI funds, lack of clarity around fund labels and strategies, and performance concerns. This may be the cause of a slight decrease in ownership of RI year over year.

While younger respondents continue to exhibit much higher ownership than their older counterparts, there is growing interest among those 55 and over.

“The demand is there,” says Patricia Fletcher, CEO of the RIA. “However, the persistence of greenwashing as a deterrent signals that despite recent progress, continued efforts on multiple fronts are required to address these concerns. Advisors are uniquely positioned to engage with clients to address both their values and concerns, and provide education.”

This report is the the first one published as part of the newly launched Responsible Investment Research Initiative, a program of the RIA that delivers objective, data-driven insights spanning the full spectrum of responsible investment in Canada through three comprehensive reports.

Additional Highlights:

• Two thirds of respondents (67%) are interested in RI, with younger respondents generally expressing greater interest than older respondents, and female respondents more interested than their male counterparts. There was also a noted increased interest among those 55 and older.
• Consistent with the last survey, 66% of respondents know little or nothing about RI, including 19% that have never heard of it.
• Considering the impact of world events, 35% of respondents say they are more likely to choose RI than one year ago, while 49% say they are neither more nor less likely. RI ownership decreased slightly from late-2023.
• 76% of respondents say they would like their financial advisor or institution to be required to ask them specific questions about RI considerations that align with their personal values. However, only 28% said their financial services provider had ever posed such questions. Of those approached, only 35% had meaningful discussions on RI.
• Greenwashing is more of a concern than in late-2023, with over half of respondents (54%) acknowledging this concern as a deterrent of RI compared to the previously reported 46%.
• 64% of respondents are either not very familiar or not familiar at all with the applications of artificial intelligence (AI) in the investment decision-making process. 68% say it is important for companies in their investment portfolio to adopt responsible AI frameworks and principles, and 71% say it important for their financial advisor or financial institution to adopt responsible AI frameworks and principles.
• 92% say it is important to consider investment opportunities in the incorporation of RI in portfolios, along with risk reduction (89%). 88% say that financial advisors are important sources of information for making investment decisions related to RI.

View the full report here.

*For messages from Responsible Investment Research Initiative partners, view page 4 of the report.

About the RIA Investor Opinion Survey

The Responsible Investment Association publishes the RIA Investor Opinion Survey annually to track individual investors’ perspectives on responsible investment and various environmental, social and governance (ESG) issues. The 2025 Survey is based on data collected by Ipsos from 1,001 Canadian individual investors between January 27th and February 3rd, 2025. Investors are defined as individuals who currently own investments such as mutual funds, exchange-traded funds, stocks, bonds or other securities. The poll has a Bayesian credibility interval of ±3.5%.

About the Responsible Investment Research Initiative

The Responsible Investment Research Initiative, a program of the Responsible Investment Association (RIA), delivers objective, data-driven insights spanning the full spectrum of responsible investment in Canada through three comprehensive research reports: 1) the Investor Opinion Survey, 2) the Advisor RI Insights Study, and 3) the Canadian Responsible Investment Trends Report.

The Initiative and production of the reports are generously supported by partners Addenda Capital, Desjardins, Mackenzie Investments, National Bank Investments, RBC Global Asset Management and TD Asset Management. Learn more at www.ri-research-initiative.ca.

About the Responsible Investment Association (RIA)

The RIA is Canada’s investment industry association with a purpose of entrenching responsible investment (RI) in Canada’s financial ecosystem. The RIA’s membership includes asset managers, asset owners, advisors and service providers. Institutional members collectively manage over $45 trillion in assets globally. Learn more at www.riacanada.ca.

 

Media Contact:

Ady Jonsohn
Vice President, Content Development and Delivery
Responsible Investment Association (RIA)

+1 416-461-6042

Congratulations to Canada’s newest recipients of the RIA’s financial credentials in recognition of expertise in responsible investing. View a full list of RIA credential holders here.

Learn more about the RIA’s training and credentials here.

Wassim Arar (RIS), Meridian Credit Union
Patrick Audet (RIS), Caisse Desjardins de l’Ouest de Laval
Luc Burnham (RIS), Kawartha Credit Union
Stephanie Ciesielczyk (RIS), Kawartha Credit Union
Ahmed Djedidi (RIS), Caisse de l’administration et des services publics
Marc-Olivier Dumas (RIS), Desjardins
Mikkiel Habash (RIS), Libro Credit Union
Tammy Haldane (RIS), Kawartha Credit Union
Quesny Jean Baptiste (RIS), Service d’investissement Férique
Guillaume Legault (RIS), Desjardins
Sophie Michelin (RIS), Desjardins
Blake Moore (RIS), First Ontario
Samuel Poulin (RIS), Desjardins
Steve Preston (RIS), Aviso Wealth
Julie Shackelton (RIS), Aviso Wealth
Kristine St Pierre (RIS), Kawartha Credit Union
Doreen Tullio (RIS), Kawartha Credit Union
Hannah Walker (RIS), Kawartha Credit Union
Clarisse Yu (RIS), Island Savings, a division of First West Credit Union

Dear RIA Members,

I’ve rewritten the opening of this letter several times trying to find the right words to capture the mood of Q1 2025. Words like chaos, change and uncertainty have featured prominently in our news cycles. Not surprising, considering how much has happened in such a short period of time.

Through it all, the RIA’s purpose, vision and mission have remained steadfast and provided a source of grounding, especially amidst the ongoing change. With a mandate to entrench RI in Canada’s financial ecosystem, we continue to focus on our three strategic pillars: 1) build community; 2) drive change and influence policy; and 3) educate and inspire. As the community hub for asset owners, asset managers, advisors, service providers and other investment professionals, we have, and will, continue to champion initiatives in support of a sustainable pathway to Canadian competitiveness.

In terms of convenings, we began the year with a member briefing on Canadian Sustainability Disclosure Standards, CSDS 1 and 2. Co-hosted with the IFRS Foundation, this session provided important insights on the newly released standards. Recognizing your expressed interest in learning from industry peers and staying up to date on top-of-mind issues and best practices in RI, we launched the new RIA Member Roundtable Series – quarterly gatherings for institutional investor members. The inaugural session focused on the timely issue of Diversity, Equity and Inclusion in the investment process, with relevant speakers from both sides of the border, and interactive breakout activities. The next session on June 17th will focus on Indigenous Economic Reconciliation.

Our advocacy agenda has been active with three submissions to regulatory consultations since January. The first was on the CSA Proposed Modernization of the Continuous Disclosure Regime for Investment Funds (submitted in January). The second was in response to the Competition Bureau’s Proposed Guidelines Concerning Environmental Claims (submitted in February), and was based on member input from the initial submission made in September 2024. The third involved feedback to the Canadian Investment Regulatory Organization (CIRO) on their Proposal to harmonize CIRO Continuing Education (CE) Programs (submitted in March). The latter will have a meaningful impact on our ability to streamline external CE credit offerings for our advisor members.

Speaking of advisor members, the Retail Advisor RI Working Group was launched in January. With a mandate to inform and work with RIA management on the advancement and execution of our retail investment strategy, the group’s insights will help shape and optimize our programming for advisor members during the months and years to come.

Out in the community last week I joined the Queens University Master of Finance program, where I facilitated an introductory session on RI and sustainable finance. The students were keen to learn about the history of RI and were especially curious about our research. The timing was great because the week prior, we launched the Responsible Investment Research Initiative – a program of the RIA that delivers objective, data-driven insights spanning the full spectrum of responsible investment in Canada through three comprehensive reports: the Investor Opinion Survey, the Advisor RI Insights Study and the Canadian RI Trends Report.

The first report to be published under this initiative will be the 2025 Investor Opinion Survey on April 10th. If you haven’t already done so, be sure to sign up for the launch webinars in English and French. The Initiative and production of the research reports are generously supported by partners Addenda Capital, Desjardins, Mackenzie Investments, National Bank Investments, RBC Global Asset Management and TD Asset Management.

Also, it’s that time of year again – please keep your eyes open for the 2025 RI Trends Report survey. Insights from this report are especially important this year and the participation of the Canadian community is crucial as we monitor the implications of an ever-changing environment.

If you follow my letters you’ll know that one of my favourite parts of leading the RIA is getting to meet and spend time with you, our members, particularly at our annual conferences. Never has it been more necessary for our industry to come together to share, inspire and find the Windows of Opportunity amidst all the change that has been thrust upon us. The opportunities are there, but we have to find them. As Canadians we are resilient, and our economy is resilient, and RI will be a significant competitive advantage.

With exciting Keynotes, timely plenaries and dedicated programming for retail and institutional audiences, there is truly something for everyone. I look forward to seeing you on June 3-4 in Toronto.

A few reminders… our 2025 AGM will take place online. Members will receive more information during the coming weeks. Also, please ensure your member profiles are up to date. We are upgrading our digital infrastructure, with a new CRM and learning management system to launch later this year. This will have a palpable impact on your member experience and having your accurate information is an important first step.

Additionally, if you’re interested in hosting an event during Canada Climate Week Exchange (CCWX) between November 24th and 30th, please review the eligibility criteria and submit an application. As a Founding Member of the initiative, the RIA will be hosting several online and in-person events, so keep an eye on the space.

Finally, I would like to thank Kristen Sheppard, Director of Member and Partner Relations, as she transitions out of the organization during the coming weeks. Kristen made significant contributions during her three-year tenure at the RIA and we wish her all the best in her future endeavours.

Please join me in welcoming the newest member of the RIA team, Leanne Hickman, Director, Member Engagement and Strategic Partnerships. Leanne joins us full time on April 9th and looks forward to getting to know you.

It’s amazing how out of chaos, change and uncertainty can stem hope and opportunity. With the right leadership, commitment and community, we will stay strong together for our collective benefit. It won’t be easy, but as the adage states, nothing good ever is. Thank you for your support and dedication.

Warm regards,

Patricia Fletcher
CEO
Responsible Investment Association