logo
logo
  • Membership
  • Events
  • Academy
Menu

Login/Register

Forgot Password

Trying to access the Canadian RI Fundamentals Course? Sign in here

Not a Member? Register Now!
  • En
  • Fr
logo
  • Membership
  • Events
  • Academy
  • About the RIA
  • Intro to Responsible Investment
  • Membership
  • Events
  • RI Marketplace
  • Magazine
  • Research & Policy
  • Training & Credentials
  • Contact Us
© Copyright 2025
Responsible Investment Association.

Minimum account size: $500,000+

Paul Lannan

With over 30 years of portfolio management experience, Paul provides expert wealth planning and investment solutions to a variety of clients. Paul is committed to helping clients satisfy their most sophisticated investment needs by taking a personal approach; building relationships built on trust, integrity, and exceptional client service. Whether you are looking for personal wealth management for yourself, your family, or your business, you can depend on Paul to help you achieve your goals as they evolve through each stage of life.

Graham Isenegger

We believe investors should not have to sacrifice their core values to meet their financial goals, so we created the Blue Heron ESG Leader Portfolios to offer Responsible Investing to our clients.

The flexibility of the AMA discretionary managed portfolio system has allowed us to be innovative in our thinking and launch these portfolios that focus on sustainable investing. In a dynamic, interconnected world, there is no “simply getting rid of stocks, bonds or investment funds that are unethical or morally ambiguous,” We developed tough screening criteria – our Blue Heron Investment Principles – which constitute a methodology to remove subjectivity from our Environmental Social and Governance (ESG) screening and create a reasonable, objective, and repeatable means to identify better companies and build better portfolios.

Our financial planning approach starts by listening. We want to achieve a full understanding of where you are, and where you would like to go. We work with our clients to develop a meaningful plan for them. We listen, to identify key issues and help you to understand the options available. From this we guide you through the process to make better informed decisions.

We have the scale, flexibility and independence to tailor solutions just for you.

Pascale Imbeau

Chacun d’entre nous possède un ADN financier qui lui est propre. Il est fait de dizaines de molécules de vie qui gravitent dans notre quotidien et qui interagissent les unes avec les autres : notre famille, notre carrière, nos projets immédiats et nos rêves pour demain, notre retraite, notre entreprise, nos valeurs profondes.

Mon rôle – et mon savoir-faire –, c’est d’élaborer une stratégie financière fidèle à cet ADN. C’est d’épauler chacun de mes clients afin qu’il atteigne ses objectifs sans oublier sa qualité de vie et en respectant ses convictions. C’est de le soutenir pour qu’il puisse se projeter dans le futur avec une bonne dose de confiance et de fierté.

Lorsque j’ai choisi la finance comme carrière il y a une vingtaine d’années, je voulais offrir à mes clients des services de gestion d’actifs alliant connaissance pointue des marchés, intégration de certaines valeurs et accompagnement personnalisé. Aujourd’hui, c’est une équipe et des partenaires, tous ces gens de qui je m’entoure, qui cultivent cette vision à la fois rigoureuse et humaine de la « finance ».

Je suis l’alliée des familles, des professionnels et des chefs d’entreprise que je conseille. Spécialisée dans l’art de travailler ensemble et pour leur assurer un accompagnement de la plus haute qualité, je jumèle leurs autres professionnels de confiance et leurs proches à notre propre réseau de partenaires.

Dès le tournant du nouveau millénaire, j’ai intégré à ma pratique l’investissement responsable et durable. J’en ai développé une expertise, ceci tant par conviction personnelle que pour répondre aux attentes de ma clientèle. Membre de l’Association pour l’Investissement responsable depuis plus de 15 ans, aujourd’hui encore je continue d’affiner mes connaissances, de me documenter et de participer à des conférences spécialisées pour me tenir au courant des derniers développements et enrichir ma vision de l’investissement responsable.

Ce qui guide mes actions et m’anime au quotidien, c’est d’abord mon client. C’est de l’accompagner, de lui dire les vraies choses, en toute transparence. C’est de lui permettre de s’accomplir à la lumière de ses aspirations et de ses valeurs.
C’est aussi de savoir qu’ensemble nous faisons les bons choix, ceux qui respectent l’humain et son environnement dans tous les sens du terme. C’est de sentir que je peux faire une différence avec lui, et pour lui!

C’est là ma façon d’aborder la gestion de patrimoine.

Janice Honeyman

Janice is a trusted Investment Advisor to high net worth conservative investors, small businesses, corporations, institutions, estates and foundations. She currently manages a multi-million dollar client base, customizing investment and financial planning strategies to meet the individual needs for each of her clients.

Janice believes that each investor’s needs are unique and investment and financial planning must reflect that reality. In addition, she understands that preservation of capital is of paramount concern and can be best obtained with a well structured, diversified portfolio.

The process leading to financial independence usually begins with a complete review of current and future life goals. Everyone is different, with individual expectations and objectives. With goals based investing, these goals drive every decision made in regards to managing wealth.

It is important to develop a customized investment strategy, matching expectations with what is realistic and comfortable for each client in terms of risk. Janice often works in collaboration with a wide range of professionals in the legal, accounting and financial planning fields to meet her clients’ specific needs and goals.

John Hastings, CFA MBA

Situated in the heart of this Nation’s capital, John Hastings provides responsible and impact investing services to both private and institutional clients. His proprietary process enables him to build investment portfolios tailored to the specific needs and wishes of all of his clients. His current client’s include Inuit organizations, foundations, non-profit organizations, high net worth families, business owners, and professional athletes.

As a former member of the Canadian National Kayak team, and an alternate on the 2012 Olympic Team, John witnessed first-hand the impact of climate change on the rivers he raced, and the communities he had the privilege to visit. John’s new passion consists in finding solutions to climate change and the many other challenges facing our society.

John earned his MBA from the Telfer School of Management, and is a CFA Charter holder. He is on the Impact Investment Committee at the Ottawa Community Foundation, a member of the Investment Committee at the Hnatyshyn Foundation, a board member for the Canadian Athletes Now Fund. He guest lectures on responsible investing at the University of Ottawa and is a student mentor at the Sprott School of Business.

Alan Harman

Alan joined ScotiaMcleod in 1987 after completing a M.B.A. at York University. He has been awarded the J.G. Weir Award for excellence in Client Service and was nominated for the Investment Dealers Association Award of Distinction. He was made a Director in 1994 and became a Portfolio Manager in 2011. Alan has been an 11 time member of ScotiaMcLeod’s “Chairman’s Council”.

Alan has been involved in socially responsible investing and impact investing since the late 1980’s. He was a founding member of the Social Investment Organization (later the Responsible Investment Organization) and sat on their inaugural Board of Directors. He is an original client and partner of Jantzi Research Associates (later Sustainalytics) and was a judge for the mutual fund industry’s “Socially Responsible Fund of the Year” award.

Alan has been featured on television and all of Canada’s national newspapers in regards to socially responsible investing, fossil free portfolios and impact investing. Alan has audited 13 year performance returns for his socially responsible investment portfolios.

Alan’s passion is the environment. In the early 1990s he hosted public seminars on environmental investing featuring leading environmentalist of the day. In 2000 he had his office “zero-footprinted” and “bullfrog powered”. He was a campaign manager for the Green Party of Canada and has sat on a variety of environmental not-for-profit boards including the Environmental Industry Association and Small Change Fund. Recently Alan helped craft Ontario’s first community solar energy project under the Green Energy Act (nominated for a Green Toronto award), which has since been used by 23 churches in Toronto.

Alan has played an active role in many social change organizations in Toronto. He recently sat on the boards of Variety Village and Bereaved Families of Ontario. He is the founder and President of the Alma Children’s Education Foundation (www.almafoundation.ca).

Investment Philosophy and Process

It has been Alan’s experience that applying a socially responsible screen to portfolios not only aligns one’s investments with their values but provides for lower volatility and higher returns.

Service Approach

Alan has a limited and particular client base (socially responsible investors) so he is able to provide excellent client service. Alan has a minimum account size of $1,000,000. Eleanor Martin has been his administrative assistant for 30 years and enjoys a stellar reputation within the firm and amongst his clients.

Janine Guenther

I have over 30 years of experience in the financial services industry. I hold a Bachelor of Commerce from the University of Manitoba along with the Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT) designations.

Professionally, I am a member of CFA Institute and the CMT Association. My volunteer roles with CFA Institute include past president of CFA Vancouver, past President’s Council Representative (PCR) for Canada on the global Board of CFA Institute, Exam Grading, Standard Setting, the Nominating Committee and the Disciplinary Review Committee. For the CMT Association, I am a past member of the Curriculum Committee.

I was a proud volunteer for the 2010 Vancouver Winter Olympics serving as the timer for the Figure Skating events. This role arose from a 25-year volunteer career in Figure Skating as an internationally ranked judge. In my community, I am currently a citizen member of the District of West Vancouver finance committed and a board member on the West Vancouver Community Centres Society. I am involved in volunteer activities at the school our children attend and the sports that they play.

One of the accomplishments in my life that I am most proud of is training and running a marathon in the year that I turned 50. I have always been athletic but never a runner (I am still not a runner) but was able to make a few lifestyle choices and learned how to make this happen! I am proud finisher of the New York Marathon and a few half marathons and 10K’s since then!

Douglas Griffioen

We are independent Financial Planners. We work to achieve the best retirement for you with a view to passing on as much as possible to your beneficiaries. We do Holistic Retirement Planning and Estate Planning. We use various tools including Charitable Giving, Tax Reduction strategies and Insurance strategies.

Fred Feistmann

In Fred’s experience, as wealth is realized there is an increasing need for financial and estate planning. Fred’s commitment to you begins with the development of a sound, long-term financial strategy – leaving you with the peace of mind that comes from knowing your financial objectives are consistent with your personal objectives.

In addition to his wealth of experience, Fred draws upon his background in finance. Fred currently holds his Canadian Investment Manager designation and has received the accreditation required to provide discretionary investment management services. Fred has also been recognized by the Canadian Securities Institute for his academic accomplishments in the Canadian Securities Course, the Professional Financial Planning Course and the Conduct and Practices Course. He earned Awards of Excellence, which are only presented to the top 1% of the candidates across Canada. Fred has also completed both the Options and Futures licensing courses and has his Life Level II insurance license.

Born in the United States and raised in B.C., Fred brings a wide range of experience to his position at RBC Dominion Securities. Fred attended the University of British Columbia where he studied Mechanical Engineering. He then spent nine years in the Nicola Valley working for local ranches such as Douglas Lake, Quilchena, Nicola and the Gang Ranch. Along the way, he has completed both Kolbe and Kolbe Youth Certification courses and is a graduate of World Wide School of Auctioneering. Fred enjoys skiing and mountain biking with his two young sons, Mason and Connor, and his wife, Charlene.

Greer Cummings

Greer appreciates serving the community as part of a strong Private Wealth Advisory team. She earned her B.Comm. in International Business from the University of Victoria (1997) and her MBA in Management Information Systems from Simon Fraser University (2000). She has been immersed in the financial services industry in some capacity for the better part of 30 years, the last 25 with BMO Nesbitt Burns. Greer is a proud longtime member of the RIA, a critical force in the RI movement. She is passionate about helping people navigate the global financial system to create sustainable solutions that reflect her clients’ unique circumstances and provide confidence and peace of mind. An active supporter of the educational experience, Greer served as a board director (and a term as President) of the CPF BC Yukon Branch for 5 years, reflecting her passion for and commitment to her cultural heritage and family (husband Brian and two boys Aedan & Zachary). She & family are also active in the local and provincial lacrosse communities. During her free time, Greer may be found practicing yoga, hiking, biking, cooking, travelling, or helping others cultivate healthy relationships to resources, financial and otherwise.

Posts navigation

Older posts
Newer posts

Search

Recent Posts

  • The Role of Multi-Family Retrofits in Community Revitalization
  • Impact Investment in Public Equities
  • Navigating Emerging Markets: 15 Years of Investment Insights
  • Investor Considerations for Assessing ESG Metrics in Executive Compensation Plans
  • How To Build a Real Net-Zero Portfolio 

Recent Comments

    Archives

    • April 2025
    • December 2024
    • October 2024
    • July 2024
    • June 2024
    • April 2024
    • January 2024
    • October 2023
    • September 2023
    • May 2023
    • February 2023
    • November 2022
    • August 2022
    • May 2022
    • February 2022
    • November 2021
    • July 2021
    • June 2021
    • May 2021
    • January 2021
    • November 2020
    • July 2020
    • January 2020
    • September 2019
    • August 2019
    • May 2019

    Categories

    • Uncategorized
    • Announcements
    • RIA Blog