Sandy Rose, CFA

As a consultant, my focus is making the ESG connection between asset owners and capital providers. I specialize in bite-sized strategic projects to keep business moving forward, and just as important, give leaders time to breathe. My roots are in finance, and I continue to lean on its foundation of research, analysis and rigour to integrate sustainability into the investment process and company narratives.

I offer an ‘Expert Resource Service’ for asset managers struggling to resource the responsibilities that come with implementing the Principles for Responsible Investment (PRI). Whether looking for minimum compliance or global best practices, I meet investors where they are and also offer support for Principle 6 (reporting) as a standalone service.

Alexandre Ouellet-Gendron

Created by and for professionals, Professionals’ Financial is fully dedicated to responding to its clients’ wealth management needs, offering innovative and customized solutions, while maintaining the highest standards of competence, integrity and corporate governance.