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Responsible Investment Association.

Category: News

We’re Hiring: 4 Positions with our Growing Team!

We are hiring 4 positions on our growing team! These are great opportunities to contribute to the development of responsible investing in Canada. We are seeking a VP, Finance & Administration; Finance Administrator; Research & Membership Analyst; and a Communications Specialist.

Please feel free to forward these opportunities to suitable candidates. Interviews start immediately, so interested parties should apply as soon as possible.

VP, Finance & Administration

Reporting to the CEO, you’re a strategic thought-partner playing a critical role with the senior leadership team to enable key decision-making and operational excellence to enhance its quality programming and build capacity. Your success lies in being a hands-on and participative manager who will lead and develop an internal team to support the following areas: finance, business planning and budgeting, human resources, administration, and IT. You have a tremendous opportunity to maximize and strengthen the internal capacity and processes of a well-respected, high-impact organization. Learn More

Finance Administrator

Reporting to the VP, Finance & Administration and working closely with the Operations and Membership Teams, you will be primarily responsible for managing the day-to-day accounting processes in accounts payable and receivable, payroll and benefits, bank deposits and reconciliation, and government remittances. Learn More

Research & Membership Analyst

Reporting directly to the Director, Research & Membership, your primary role is to support the development and growth of the RIA research initiatives. You will provide a solid support foundation by developing and maintaining a centralized research database, by coordinating membership programs and project management activities as well as general administration. Learn More

Communications Specialist

Reporting to the Director of Operations, you will manage and execute marketing and communications projects in collaboration with the RIA Communications team, with an emphasis on the Climate Engagement Canada (CEC) initiative. You will work collaboratively with cross-functional teams and external partners, to deliver communications strategies, materials, and content across various channels including but not limited to social media, website, marketing collateral, educational content, and reports for the CEC Steering Committee and other stakeholders. Learn More

Financial Community to Engage 40 Canadian Corporate Issuers for Alignment on Net-Zero Transition

Climate Engagement Canada launches Focus List of corporate issuers to engage on climate risks and opportunities on the road to a net-zero future.

Today, Climate Engagement Canada (CEC) announced the CEC Focus List—forty select TSX-listed companies that will be strategically engaged in a finance-led initiative for the alignment of expectations on climate risk governance, disclosure, and the transition to a low-carbon economy in Canada.

Over the next months, engagements with the boards and senior leaders of these organizations will commence in order to spur organizational change. Through constructive dialogue, the forty focus companies will be encouraged to:

  • Disclose their climate data in alignment with the best-in-class standard of the Task Force on Climate-Related Financial Disclosures (TCFD);
  • Develop and implement comprehensive strategies to reduce GHG emissions across value chains;
  • Align their advocacy activities, including those done through industry associations, with the goals of the Paris Agreement;
  • Define accountability and oversight of climate change risks and opportunities; and,
  • Set measurable targets of relevance to their sectors.

CEC’s Focus List companies have been identified as the top reporting or estimated emitters on the Toronto Stock Exchange (TSX) and/or with a significant opportunity to contribute to the transition to a low-carbon future and become a sectoral and corporate climate action leader in Canada. These firms operate across the Canadian economy in the oil & gas, utilities, mining, agriculture & food, transportation, materials, industrials, and consumer discretionary sectors. An additional six Canadian companies (CNRL, Enbridge, Imperial Oil, Suncor, TC Energy, and Teck) are already being engaged under Climate Action 100+ (CA100+), a global initiative that served as an inspiration for CEC.

“Canada’s major investors want to support the corporate sector in the transitioning economy, and understand the power of a collaborative approach,” said Barbara Zvan, CEO of University Pension Plan and Chair of the CEC Steering Committee. “Partnering to constructively and consistently engage with top emitters is critical for the success of Canada’s transition to a low carbon economy and the long-term prosperity of Canadian communities as we move toward a net zero world.”

“There are no sidelines in the climate transition,” said Kevin Thomas, CEO of SHARE—an investor network which is coordinating corporate engagement and research for CEC. “No Canadian sector will be untouched by climate change, and they each have a role to play. We’ll be expecting ambitious climate action plans from every focus company, in every sector. Our participants are serious about this, and we expect the companies on our focus list to get serious as well. It’s time to move fast and fix things.”

“It is paramount that investors work together to align capital with sustainable and inclusive development in Canada,” said Patricia Fletcher, CEO of the RIA—Canada’s industry association for responsible investment that supports the CEC’s administrative and communication efforts. “We are steadily gaining momentum as investors join issuers under the CEC initiative and move forward in having meaningful conversations with identified emitters in Canada. We are on our way to establishing a uniquely Canadian blueprint for investor-led climate action.”

The CEC Focus List of Companies:

Oil & gas | Energy (25% of focus list companies): Cenovus Energy Inc.; Pembina Pipeline Corp.; Crescent Point Energy Corp.; MEG Energy Corp.; Keyera Corp.; Tourmaline Oil Corp.; Whitecap Resources Inc.; Vermilion Energy Inc.; Enerplus Corp.; and ARC Resources Ltd.

Utilities | Utilities (20% of focus list companies): Emera Inc.; TransAlta Corp.; Fortis Inc.; Capital Power Corp.; Atco Ltd.; Brookfield Infrastructure Partners; AltaGas Ltd.; and Superior Plus Corp.

Mining | Materials (20% of focus list companies): Nutrien Ltd.; Barrick Gold Corp.; First Quantum Minerals Ltd.; Kinross Gold Corp.; Lundin Mining Corp.; B2Gold Corp.; Turquoise Hill Resources Ltd.; and Hudbay Minerals.

Agriculture & food | Consumer Staples (12.5% of focus list companies): Alimentation Couche- Tard Inc.; Saputo Inc.; Loblaw Companies Ltd.; Empire Company Ltd.; and Metro Inc.

Transportation | Industrials (7.5% of focus list companies): Air Canada; Canadian National Railway Co.; and Canadian Pacific Railway Ltd.

Other | Industrials, Materials, and Consumer Discretionary (15% of focus list companies): GFL Environmental Inc.; Waste Connections Inc.; Methanex Corp.; Stelco Holdings Inc.; West Fraser Timber Co Ltd.; and Magna International Inc.

More Information:

CEC was formally launched in October 2021 as the first Canadian, financial sector-led corporate engagement program to accelerate Canada’s transition to a low-carbon future. The program is coordinated by several investor networks including the Responsible Investment Association (RIA), Shareholder Association for Research and Education (SHARE), and Ceres. The UN-backed Principles for Responsible Investment (PRI) is also supporting the CEC. The RIA and SHARE serve as the Joint Secretariat, and the Initiative has leveraged strategic leadership from Barbara Zvan, who served as a member of Canada’s Expert Panel on Sustainable Finance and currently chairs the CEC Steering Committee.

Inspired by the Panel and its recommendation to establish a national engagement program, akin to the CA100+ initiative, CEC was developed to support a broader and more consistent dialogue between investors and Canadian issuers around climate risks and opportunities.

  • Learn more about Climate Engagement Canada (CEC) here.
  • Learn about the Responsible Investment Association (RIA) here.
  • Learn about the Shareholder Association for Research & Education (SHARE) here.
  • Learn about Ceres here.
  • Learn about the Principles for Responsible Investment (PRI) here.

Media Enquiries:
Climate Engagement Canada
cec@riacanada.ca

2022 RIA Leadership Awards: Winners & Finalists

The RIA is pleased to announce the winners and finalists of the 2022 RIA Leadership Awards, which recognize the outstanding contributions of RIA members in advancing responsible investment (RI) in Canada.

Our sincere congratulations to the Winners, whose submissions exemplified leading-edge RI projects, practices and activities. Finalists, who received the second-highest scores in their category, are commended for demonstrating excellence in RI with their competitive submissions. We thank all organizations and individuals who made submissions, as they showcased the great breadth of work that has been done and considerable momentum in the industry going forward.

Market Education (Institutional Investors & Financial Institutions)

Winner: RGP Investments
Project: ESG Head-to-Head Analysis

Finalist: Desjardins Investments
Project: 2021 RI Education Campaign: making RI accessible to all with a needs-based approach

Stewardship (Institutional Investors)

Winner: BMO Global Asset Management
Project: Climate Action: A Comprehensive Approach to Advancing the Energy Transition in Canada

Finalist: Ninety One
Project: Stewardship at Ninety One

Integration (Institutional Investors)

Winner: RGP Investments
Project: RI Advisor Toolkit Launch

Finalist: Manulife Investment Management
Project: The Integration Progression Level Ratings of Manulife Investment Management 

Process

The RIA Leadership Awards were launched in 2020 to recognize the leadership and excellence of RIA members in advancing responsible investment in Canada.

Submissions were assessed by a panel of eleven judges, who scored the submissions independently, with no communication amongst them. Submissions were scored on a scale from 1-5 for each sub-theme listed above, with 5 being the highest score. Judges submitted their scorecards to RIA staff, and staff calculated the average scores for each submission. The maximum possible score was 15. The Winners were those with the highest average score, and the Finalists had the second highest score. For detailed guidelines, please refer to the 2022 RIA Leadership Award Guidelines.

Judges are subject to a conflict of interest policy. RIA staff had zero influence on the scoring outcomes. 

All organizations and individuals who entered a submission for the Awards will receive a copy of their final scorecard, along with the scores of the Winner and Finalist in their category, and the range of scores given for all the submissions in their category.

You can find out more information about the Winner and Finalist Submissions on the Awards webpage.

Quarterly Responsible Investment Funds Report: Highlights from Q1 2022

Highlights from Q1 2022

  • It was a challenging start to the year for the universe of responsible investment (RI) funds in Canada, as just one-quarter outperformed the average return in their respective asset class category in the first quarter of 2022.
  • Following on from strong net asset flows to Canadian-domiciled RI funds in calendar year 2021, RI flows totalled $2.2 Billion in the first quarter of 2022.
  • Twenty-eight new RI products were launched in the quarter, of which 16 were RI ETFs and 12 were RI mutual funds. In all of 2021, 77 new RI funds launched.

RI Fund Performance

According to data provided by Morningstar, just over one-quarter (26%) of all Canadian- domiciled RI funds (including RI mutual funds and ETFs) outperformed the average return in their respective asset class category during the quarter ending March 31, 2022. For the 12- month period, a slightly greater proportion (39%) of Canadian RI funds outperformed their average asset class return.

Over the medium term, RI funds’ average performance was more in-line with their peers. As of March 31, 2022, 53% of the RI funds out-performed their average asset class return over the previous three years, and a similar percentage (54%) outperformed their average asset class return over the previous five years.

The following charts provide a quick overview of notable RI fund performance relative to their asset class peers, in the first quarter of 2022 and over longer time periods.

Canadian Equity

In the Canadian Equity fund class, the average RI fund return lagged the average return for the category in the first quarter of 2022 and over the 12-month period ending March 31, 2022. The majority of the RI funds in this category outperformed their average asset class returns over their respective 3- year, 5-year and 10-year periods reviewed in this report.

Global Equity

In the Global Equity fund class, one-quarter (26%) of the RI funds outperformed the average asset class return in the 12 months ending March 31, 2022. Over the 3-year and 5-year periods reviewed in this report, close to one-half (49% and 53%, respectively) of the RI funds in this category outperformed the average asset class return.

Global Fixed Income

In the Global Fixed Income fund class, the majority of the RI funds outperformed the category’s average return in the first quarter of 2022 and for the 12 months ending March 31, 2022. In the 3-year and 5-year periods reviewed in this report, two-thirds (67% and 69%, respectively) of the RI funds in this category outperformed the average asset class return.

Global Fixed Income Balanced

In the Global Fixed Income Balanced fund class, close to one-half of the RI funds outperformed the average asset class return over the 12 months ending March 31, 2022. Over the 3-year period reviewed in this report, 63% of the RI funds outperformed the average asset class return. The majority (54%) of the RI funds outperformed the average asset class return over the 5-year period ending March 31, 2022.

Note: For the purpose of this report, RI funds include those that are marketed as responsible investments with RI strategies/policies disclosed in regulatory documents. Average asset class return includes RI and non-RI funds. Only the oldest share class of RI funds were included in the analysis against category averages. Returns for periods greater than one year are annualized. Excludes fund-of-funds.

RI Fund Flows

Net asset flows for Canadian-domiciled RI mutual funds and ETFs, estimated by Morningstar, were strongly positive in the first quarter of 2022. Total estimated flows in Q1 amounted to $2.2 Billion, bringing total RI fund assets under management to approximately $33 Billion.

Canadian RI Mutual Fund and ETF Estimated Net Flows, Active & Passive

Source: Morningstar Direct. Data as of March 31, 2022. Excludes fund of funds.

RI Product Launches

According to Morningstar, 28 new RI mutual funds and ETFs were launched in the first quarter of 2022. For the calendar year 2021, a total of 77 RI products were launched.

Canadian RI Mutual Fund and ETF Launches

Source: Morningstar Direct. Data as of March 31, 2022.

 

Download Q1 2022 Highlights PDF.

RIA Members can download the full report by logging in to their account and accessing Member Resources.

Data provided by

©2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Disclosure
The information contained in this report is for educational and general information purposes only. The information contained herein does not constitute advice nor does it constitute an offering of securities or any advertisement for the offering of securities. You should not act or rely on the information without seeking professional advice. While we believe the information to be reliable [and endeavour to keep the information up to date and correct], we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, timeliness, suitability or availability with respect to the report or the information, products, services or related graphics contained in the report for any purpose. The RIA does not endorse, recommend or guarantee any investment products listed in the report.

May 2022 Recipients of RI Credentials

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.

Emie Adarlo (RIS), Vancity
Michael Alexander Klasz (RIS), Canada LIfe
Jason Arden (RIS), Cooperators
Connor Beck (RIS), Aviso Wealth
Malik Besseghieur (RIS), iA Clarington Investments
Jean-Pascal Bruneau (RIS), GESTION DE CAPITAL ASSANTE LTÉE
Mary Ellen Byrne (RIS), TD Wealth
Aymara Castillo Alvarez (RIS), Vancity
Marcus Cheuk-wang Chan (RIS), Vancity
Alex Chima (RIS), Vancity
Michael Deane (RIS), iA Clarington Investments
Carson Dixon (RIPC)
Rabinder Dosanjh Sangha (RIS), Vancity
Jean-Michel Duguay (RIS), GESTION FÉRIQUE
Mélanie Emond (RIS)
Samantha Evans (RIS), Synergy Credit Union
Eryka Fain-Sonya (RIS), Vancity
Glavin Ivan Fernandes (RIS), Vancity
Robin Fromont (RIS), Desjardins
Bryan Gagné-Henry (RIS), Services D’investissement Férique
Anchal Gupta (RIS), Affinity Wealth Management
Xuan Chi Han Nguyen (RIS), Conseillère en sécurité financière
Jackie Harnock (RIS), Kawartha Credit Union
Reagan Hughes (RIS), Servus Wealth Strategies
Mathieu Janelle (RIS), MonConseiller.ca Inc.
Rachel Jean (RIS), Desjardins Caisse de Limoilou
Razan Kanan (RIS), Vancity
Mehtab Kaur Kang (RIS), Vancity
Britney Kjemhus (RIS), Credential Asset Management
Carey Kominetsky (RIS), FirstOntario Credit Union
Stephanie Kotsopoulos-Rupnarain (RIS), Basis Wealth
Ellie Lane (RIS), Vancity Savings Credit Union
Robert Lauzon (RIAC)
Craig LeBlanc (RIS), Investia Financial Services Inc.
John Leroux (RIS)
Karissa Little (RIS), Diamond North Credit Union
Chang Liu (RIS), Brompton Funds
Lei Liu (RIS), Vancity Credit Union
Adoum Mahamat Djibrine (RIS), Desjardins
Naresh Mangal (RIAC)
Kateryna McVeigh (RIS), Servus Credit Union/Credential Asset Management
Pamela Miller (RIS), Kindred Credit
Colin Reid Montgomery (RIS), Edward Jones
Rebecca Moss (RIS), Meridian
Bonnie Naccarato (RIS), SISIP Financial
Valerie Pelletier (RIS), Credential Asset Management Inc.
Crystal Phelps (RIS), Northern Credit Union
Jakob Reichert (RIS), JGA Wealth Group
Paul Rivard (RIPC)
Enrika Rodrigue (RIS), NEI investments
Thomas B. Russell (RIS), Four Points Financial Solutions Inc.
Tan Singo Olivier (RIS), Uni Coopération Financière
Jonathon Stoyanovski (RIS), Southlake Wealth & Estate Group
Velvette Suteau (RIS), Affinity Credit Union
Ida Terpening (RIS), Vancity Credit Union / Credential Asset Management
Cynthia Toupin (RIS), Financière Banque Nationale
Kyle Truan-Olsen (RIS), FirstOntario
Aspi Ustad (RIS), Vancity
Lindsay Wallace (RIPC)
William Whitehead (RIS), Vancity/Credential Asset Management
Brittany Wolff (RIS), Manulife Securities Inc.
Chia Yuan Wang (RIS), Vancity Credit Union

April 2022 Recipients of RI Credentials

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.

Taylor Alber (RIS), FirstOntario Credit Union
Christophe Anctil-Bellavance (RIS), Vizés-Cantin Gagnon Inc.
Rishi Batish (RIS), Vancity credit union
Stéphanie Boivin (RIS), Vizés-Cantin Gagnon Inc.
Tori Both (RIS), Scotia Wealth Management
Franco Chan (RIS), Vancity
Rafael Chavez-Alcorta (RIS), CI Assante Wealth Management Ltd.
Emilie Côté (RIS), Vizés-Cantin Gagnon Inc.
Karina Couture (RIS), Groupe De Vimy
Christiane Cusson (RIS), Caisse Desjardins des Patriotes
Dominic Desbiens (RIS), Conseiller financier et CPA
Julie Desmarais (RIS), Caisse Desjardins des Patriotes
Lucie Despins (RIS), Caisse Desjardins des Patriotes
Patricia Domingo (RIAC)
Justin Downing (RIS), Manulife Securities Inc.
Sanjeev Duggal (RIS), Investia Financial Services Inc.
Giorgio El-Nacouzi (RIS), Aviso
Yiyuan Elena Qi (RIS), Vancity
J.W. (Joe) Flynn (RIS), AiiM Financial
France-Emilie Girard-Richard (RIS), Continuum Financial Centres
Puneet Grewal (RIS), Vancity
David Humphries (RIS),
Dominic Lapointe (RIS), Groupe De Vimy
Sylvie Larivée Larivée (RIS), Caisse des Patriotes
Adrian LeRoy (RIS), LeRoy Wealth Management Group at IPC Securities Corporation
Kade Liska (RIS), Scotia Wealth Management
Thomas G Liska (RIS), Scotia Wealth Management
Kim Anh Nguyen (RIAC)
Adam Olgui (RIS), Vancity
Eren Olgun (RIS), Vancity
Mathieu Ouellette (RIAC)
Baris Ozyetis (RIS), Mackenzie Investments
Santosh Rajan (RIS), Vancity
Joel Robinson (RIPC)
Nicolas Samaan (RIS), Services d’investissement FERIQUE
Andreas Saratsiotis (RIS), AiiM Financial
Justine Serra (RIS), Caisse Desjardins de Limoilou
Eric Shennan (RIS), Fidelity Investments Canada
Sarah Smith (RIS), Kawartha Credit Union
Johanne Tranquille (RIS), Marcolin & Associés division Diversico
Michael White (RIS), CU Financial Management
Tommy Williamson (RIS), Gestion Financière Williamson

Quarterly Responsible Investment Funds Report: Highlights from Q4 2021

Highlights from Q4 2021

  • For the quarter ending December 31, 2021, just over one-half of all responsible investment (RI) funds domiciled in Canada outperformed the average return in their respective asset class categories.
  • Estimated net asset flows to Canada-domiciled RI funds in 2021 were significantly positive. In the fourth quarter, RI flows totalled $1.8 Billion, bringing total RI flows for the year to $12 Billion.
  • Eleven new RI products were launched in the fourth quarter, of which 5 were ETFs and 6 were mutual funds. In 2021, 73 new RI funds launched compared to 42 new RI funds in 2020.

RI Fund Performance

According to data provided by Morningstar, just over one-half (54%) of all Canadian RI funds (including RI mutual funds and ETFs) outperformed the average return in their respective asset class category during the quarter ending December 31, 2021. For the full calendar year, a smaller proportion (42%) of Canadian RI funds outperformed their average asset class return.

Canadian RI funds performed well over the medium- to long-term periods reviewed in this report, relative to the average return of their asset class peers. As of December 31, 2021, 60% of the RI funds out-performed their average asset class return over the previous three years, and a similar percentage (59%) outperformed their average asset class return over the previous five years. One-half (50%) of the RI funds outperformed their average asset class return over the ten years ending December 31, 2021.

The following charts provide a quick overview of notable RI fund performance relative to their asset class peers, in the fourth quarter of 2021 and over longer time periods.

Canadian Equity

In the Canadian Equity fund class, the average RI fund return slightly outperformed the overall average return in the fourth quarter 2021. Over one-half (58%) of RI funds outperformed the average asset class return over the 12-month period ending December 31, 2021. The majority of the RI funds in this category outperformed their average asset class returns over their respective 3-year, 5- year and 10-year periods reviewed in this report.

Global Equity

In the Global Equity fund class, a majority of the RI funds (57%) outperformed the average asset class return in the fourth quarter of 2021. For the 12 months ending December 31, 2021, 52% of the RI funds in this category outperformed the average asset class return. Over the 3-year, 5- year and 10-year periods reviewed in this report, the majority of the RI funds in this category outperformed the average asset class return.

Global Fixed Income

In the Global Fixed Income fund class, the average RI fund performed in line with the category’s average return in the fourth quarter of 2021 and for the full year ending December 31, 2021. In the 3-year period reviewed in this report, the majority (87%) of the RI funds in this category outperformed the average asset class return, and two-thirds of the RI funds outperformed the average asset class return over the 5 years ending December 31, 2021.

Global Equity Balanced

In the Global Equity Balanced fund class, 70% of the RI funds outperformed the average asset class return in the fourth quarter. One-quarter of the RI funds outperformed the average asset class return over the year ending December 31, 2021, while 63% of the RI funds outperformed the average asset class return over the 3-year period. The majority of the RI funds out- performed the average asset class return over the five-year period ending December 31, 2021.

Note: For the purpose of this report, RI funds include those that are marketed as responsible investments with RI strategies/policies disclosed in regulatory documents. Average asset class return includes RI and non-RI funds. Only the oldest share class of RI funds were included in the analysis against category averages. Returns for periods greater than one year are annualized.

RI Fund Flows

Net asset flows for Canada-domiciled RI mutual funds and ETFs, estimated by Morningstar, were strongly positive throughout 2021. Total estimated flows amounted to $1.8 Billion for Q4, bringing year-to-date flows to a record $12 Billion.

Canadian RI Mutual Fund and ETF Estimated Net Flows, Active & Passive

Source: Morningstar Direct. Data as of December 31, 2021. Excludes fund of funds.

RI Product Launches

According to Morningstar, 11 new RI funds and ETFs were launched in the fourth quarter of 2021. For the calendar year 2021, a total of 73 RI products were launched, outpacing the 42 RI products launched in 2020.

Canadian RI Mutual Fund and ETF Launches

Source: Morningstar Direct. Data as of December 31, 2021.

 

Download Q4 2021 Highlights PDF.

RIA Members can download the full report by logging in to their account and accessing Member Resources.

Data provided by

©2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Disclosure
The information contained in this report is for educational and general information purposes only. The information contained herein does not constitute advice nor does it constitute an offering of securities or any advertisement for the offering of securities. You should not act or rely on the information without seeking professional advice. While we believe the information to be reliable [and endeavour to keep the information up to date and correct], we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, timeliness, suitability or availability with respect to the report or the information, products, services or related graphics contained in the report for any purpose. The RIA does not endorse, recommend or guarantee any investment products listed in the report.

March 2022 Recipients of RI Credentials

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.

David Dawson Humes (RIS), IA Financial Services Inc
Sanjay Gupta (RIS), Mode Money Managers Inc
Yuliana Kolimechkova (RIS), Desjardins
Vincent Lafortune (RIS), Caisse Desjardins du Centre-est de Montreal
Andy Li (RIS), Vancouver City Savings Credit Union
Chang Liu (RIS), BMO
Yacob Nour (RIS), Assante / Gestion Mondiale d’actifs CI
Jerry Ohio (RIS), Alterna Savings
Cédric Rioux (RIS), RGP Investissements
Mathieu Roy (RIS), Assante
Stephane Sigouin (RIS), Autonome- Investia
Joann Pura Villajin (RIS), Vancity/Credential
Ron Walker (RIS), Meridian Credit Union
Nadine Wilson (RIS), Synergy Credit Union Ltd.

Meet the 2022 RIA Leadership Awards Judges!

We’re pleased to announce the judges of the 2022 RIA Leadership Awards! The Awards will recognize the outstanding contributions of our members to responsible investment in Canada.

The panel of judges is composed of experts from across the industry including financial advisors, consultants, asset managers, asset owners, journalists, and academics.

Meet the Judges

Amr Addas – Adjunct Professor and Director of the Van Berkom Investment Management Program, John Molson School of Business, Concordia University

Amr Addas is an Adjunct Professor and Director of the Van Berkom Investment Management Program and Van Berkom Small Cap Case Competition at the John Molson School of Business, Concordia University. He leads Concordia’s Sustainable Investing Practicum in collaboration with Manulife. Learn More

Patti Dolan – Senior Wealth Advisor, Portfolio Manager, Wagner Investment Management Team, Wellington-Altus Private Wealth Inc.

Patti Dolan is portfolio manager with Wellington-Altus Private Wealth, based in Calgary. Patti has been in the investment industry for over 30 years and has practiced Responsible Investing (RI) since 1995. Learn More

Pablo Fuchs – Globe Advisor Editor, The Globe and Mail

Pablo Fuchs is editor of Globe Advisor at The Globe and Mail, a position he has held since January 2019. He oversees the editorial direction and manages the production of daily content for the Globe’s direct-to-advisor offering. Learn More

Christian Hansen – Compliance and Revenue Manager, The Real Estate Foundation of BC

Christian has worked for the past 12 years at the Real Estate Foundation of British Columbia where he oversees the revenue streams and investments of the Foundation. Learn More

Emily Lawrence – Director, Sustainable Investing, Northern Trust Asset Management

Emily Lawrence is Director of Sustainable Investing Client Engagement for North America at Northern Trust Asset Management where she is responsible for client engagement and partnership regarding Northern Trusts’ sustainable investing capabilities. Learn More

Michelle McCulloch – Director, Research Products, Sustainalytics

Michelle leads the Thematic Research Team within Research Products at Sustainalytics and is also a leader on the Enhanced Research Team. She has been a sector manager leading both the Financials research team and the Extractives research team. Learn More

Jean-Philippe Renaut – CEO, Æquo

Jean-Philippe Renaut joined Æquo in 2016 and a year later became its CEO. He is responsible for client relations, business development and operations, and leads specific dialogues with companies on behalf of Æquo’s clients. Learn More

Mark Sevestre – President, National Aboriginal Trust Officers Association

In 2006, Mark became one of three founding members of the National Aboriginal Trust Officers Association. Serving in several roles, including Board Member, Committee Chairman and President, Mark is currently serving as Founder and Senior Advisor to NATOA. Learn More

Melissa Shin – Editorial Director, Advisor’s Edge and Investment Executive

Melissa Shin is the Editorial Director at Advisor’s Edge and Investment Executive with Newcom Media Inc. As an award-winning journalist and the editorial director of four national financial services publications, Melissa turns technical subject matter into accessible content for sophisticated audiences. Learn More

Sarah Takaki – Head of Sustainable Investing, Healthcare of Ontario Pension Plan (HOOPP)

Sarah Takaki is the Head of Sustainable Investing at the Healthcare of Ontario Pension Plan (HOOPP), where she leads the Sustainable Investing program. Learn More

Stephen Whipp – Senior Investment Advisor, Certified Responsible Investment Specialist, Leede Jones Gable Inc.

Stephen Whipp is an activist and a passionate guy. He believes that individuals working together really can change the world for the better. With a background in journalism and non-profit management that includes aboriginal governance, and more than 20 years as a successful investment advisor, Steve brings a potent combination of experience, knowledge and connections to the table. Learn More

February 2022 Recipients of RI Credentials

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.

Eric Ayala (RIS), Desjardins
Max Becker-Pos (RIS), Prometheus Private Advisory Group
Amberle A Benoit (RIS), Synergy Credit Union
Azarnoush Bordbar (RIS), VANCITY CREDIT UNION
Youcef Bouhallel (RIS), BANQUE LAURETIENNE
André-Phillippe Caissie (RIS), CIBC Wood Gundy
Marlene Da Costa (RIS), Continuum Financial Centres
Steve Delemere (RIS), Desjardins
Natalie Desjardins (RIS), Alterna Savings
Charles Eddy (RIS), Sterling Mutuals Inc.
Charles-Antoine Faubert (RIS), Mica Capital
Jérémie Gauthier (RIS), Hudon & Gauthier
Carol Hosein (RIS), Investia Financial Services Inc.
Anne-Marie Hudon (RIS), Hudon & Gauthier
Ian Janacek (RIAC)
Alissa Keer (RIS), Synergy Credit Union
Yuriy Kovalyov (RIS), Desjardins Financial Security Investments Inc.
George Kover (RIS), Vancity
Stephen Lai (RIS)
Nancy Lai (RIS), Vancity
Shui Hong (Rex) Lam (RIS), Vancity
Martez Dwayne Lambert (RIS), HUB Capital / EasyInsure
Runald Ledda (RIS), Vancity Credit Union
Andrew Mitchell (RIS), SEI Investments
Beverly Mosher (RIS), ScotiaMcLeod
Burke Mudge (RIS), Manulife Securities Incorporated
Anne-Sophie Pettigrew Laberge (RIS), Desjardins
Michael Powell (RIS), Meridian Credit Union
Hardeep Sappal (RIS), Vancity
Doussou Sidibé (RIS), Desjardins
Kate Thompson (RIS), Rock Thompson
Claudine Uzcategui (RIS), Fidelity Investments
Kevin G Walter (RIS), Investia Financial Services
Jamie West (RIS), Libro Credit Union

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