$100,000+ Archives - Page 4 of 5 - Responsible Investment Association

Sanden Hempstock

As a Scotiabank Investment Specialist Associate, I am committed to helping my clients feel more confident in their financial future.

My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savor today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule.

Using a disciplined approach, I advise on the following valuable services:
– Goals/financial assessment
– Customized financial planning
– Tailored investment solutions
– Retirement and retirement income planning
– Tax-deferral strategies

I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs.

As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.

Alexandre Doyon

Thomas Ogilwy BA. PFP, QAFP, RIS

Wealth preservation is the basis for all my investment decisions, but I also incorporate Tax efficient investing knowing it is not what you make but what you keep that matters.

Creating a plan is essential to accomplishing any endeavor. Whether it is a comprehensive financial plan, a retirement plan or an investment plan to provide for your family I work with clients to create proposals that ensure their goals are achieved.

Having invested in renewable energy for decades it made sense to complete my Responsible Investing Specialist (RIS) designation from the Responsible Investing Association and thus I’m comfortable building individualized fossil free and socially responsible portfolios for my clients and members.

I am an investment advisor and financial planner with 15 years experience. From CSI I hold the Personal Financial Planner (PFP) designation as well as the Qualified Associate Financial Planner (QAFP) from FP Canada. I’m currently a member of the Responsible Investing Association, the Canadian Institute of Financial Planning as well as FP Canada. Through these affiliations I am constantly upgrading my knowledge with seminars and courses.

As a securities-licensed advisor with Aligned Capital Partners, I can provide a broad range of investment solutions including stocks, bonds, alternative investments, Exchange Traded Funds, and mutual funds on a fee-based platform matching a cost structure to suit your requirements.

Serving the Toronto GTA region and willing to travel for meetings.

Joshua Henson

“I relate financial concepts in an easy to
understand way, so that members
feel absolutely confident about their
wealth strategy.” Joshua brings over
20 years’ experience as a financial
advisor, commercial account manager,
financial planner, agriculture account
manager, and mortgage specialist to
ACU. This varied background gives
him distinctive insights that allow him
to not only design comprehensive
financial strategies, but to make
tactical adjustments along the way.
He’s excited about working with the
members of ACU and appreciates
Assiniboine’s focus on the environment
and on social responsibility.

Kristel High

Whether you are just starting your career or in full swing of retirement, Kristel feels that it is very important for everyone to have access to financial advice and expertise. With over 15 years of financial industry experience and over five years of Financial Planning experience, she has extensive knowledge of all aspects of a client’s financial well-being. She focuses a great deal of energy on effective financial planning and is also fully licensed to endorse mutual funds and provide need-based Life and Health Insurance solutions. She specializes in socially responsible investment products. She continues to strive to provide all of her clients with every facet of financial planning to help them obtain their individual financial freedom.

Lisa Matwyko

Financial Planning is more than a career; it’s a passion. I continually introduce members to the strategies and investment products that will help you achieve your financial plan.

Shane Borthwick

At Impact Wealth, we help entrepreneurs and families create, protect, and use wealth to build a better future — for their family, their community, and the planet.

Our approach is grounded in Clarity, Access, and Care, and brought to life through our signature WealthBook experience — a complete view of our clients’ financial lives that connects investments, insurance, business strategy, and legacy planning into one coordinated framework. It’s how we turn complexity into confidence and ensure every decision is aligned with what matters most.

Acting as a personal CFO or central family office, we help clients plan for what’s ahead — from retirement and business succession to navigating the unexpected — while identifying gaps they may not see and opportunities they may not know exist.

As an independent firm, we provide access to institutional-quality public, private, and alternative investments through partners such as Mandeville Private Client — solutions traditionally reserved for ultra-high-net-worth investors.

Responsible investing has been core to our philosophy since day one. We believe aligning capital with long-term environmental and social outcomes not only reflects our clients’ values, but also helps reduce risk and improve long-term performance.

In 2022, we became Atlantic Canada’s first Certified B Corporation® wealth advisor, reinforcing our commitment to using business as a force for good.

If you’re looking to bring structure, purpose, and impact to your wealth, we invite you to connect and request an introductory WealthBook — and start building Wealth, Well-Built.

Carol Smith

I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners, institutional investors, as well as individual investors. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Toronto, Peel/Halton regions as well as other areas of the GTA.

I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.

Tobin Reimer, CFP®, CIM®

Heather McLeod

I am a Responsible Investing Specialist and Advisor at IG Wealth Management. We offer holistic financial planning and a full range of services including investing, insurance and loans. We specialize in serving professionals and family-owned businesses right across Ontario. IG Wealth Management actively supports responsible investing mandates in all of its investment mandates.