Province Residing: Ontario
KUSUM SEN
Insurance and Investment. Responsible Investing specialization for 30 years. Number 1 provider – Mutual funds, ETFs, Guaranteed funds.
7 million members and clients, proud to be #1 on ‘The Banker’ magazine’s prestigious ranking of top performing Canadian banks.
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Best solutions for Life Insurance, Critical Illness and Long Term Care in Canada.
Elise Keller
Hannah Reid
Hannah has been serving clients with her insightful approach to wealth management at National Bank Financial since 1998. She is a Qualified Associate Financial Planner (QAFP), Investment Advisor and a member of the Webster Reid Advisory Team.
Through years of experience, the Webster Reid Advisory Team as the necessary insight to create proactive wealth management strategies. Our clients trust our ability to build strong investment portfolios that secure their financial goals and objectives. We take great care to create a personalized plan to manage your wealth through each stage of your life so you can be confident about your financial future.
Matteo Tino
As an Investment Counsellor with RBC Phillips, Hager & North Investment Counsel, Matteo applies his diverse set of experiences in Portfolio Management, Investment Counseling and Financial Planning to assist each client relationship with their unique needs.
Matteo enjoys working with a select group of clients who value his personalized service and customized investment solutions. He employs an in-depth discovery process to elicit a comprehensive understanding of each individual’s financial circumstances and works in collaboration with in-house Financial Planning, Tax and Estate Planning specialists, along with clients’ existing Advisors, to develop sophisticated and creative solutions. Matteo is also supported by a team of key investment managers in strategic markets around the world.
Prior to this, Matteo held a Portfolio Manager role with a boutique Investment Management firm, where he managed over $300 million in discretionary client assets through an advisor referral platform. In addition, he co-managed the firm’s Canadian Equity and Enhanced Income funds while he acted as Chair for the Asset Allocation and Investment Review Committees.
Susan Evel
My name is Sue Evel and I own Edgewater Financial Products. I have been in the insurance and investment industry since graduating from university in 1990. The experience I have allows me to offer my personal and business clients solutions that are custom fit to their particular situation. Everyone’s moral compass, risk tolerance, passions, hopes, fears and socioeconomic position are different and each needs to be considered when setting a plan of action into motion. I prefer to take a holistic approach, creating a comprehensive financial plan that considers all facets of the financial planning process.
Valuing education, I have obtained the designations of Certified Financial Planner CFP®, Chartered Life Underwriter CLU and most recently, Responsible Investment Specialist RIS.
I am licensed as a life and health insurance agent in Ontario and Alberta.
I offer a boutique, personal service where I can dedicate my time to each of my clients and refer as needed to professionals I network with, who are established experts in their fields (lawyers/accountants).
The environment is a concern for me along with social and corporate governance issues. I am excited to offer my clients the opportunity to invest in socially responsible funds where they can feel good about the companies they are investing in without sacrificing potential growth.
I believe in giving back and enjoy volunteering at numerous community events. I work hard to find a balance in my life and enjoy working, spending time with friends and family, reading, yoga and running.
Tena Rieck
Tena Rieck is a certified Responsible Investment Professional and a private consultant for responsible investment strategies.
Through her consultancy, Honestly Invested, Tena works with retail investors, NGOs, and foundations who want to ensure their investments are aligned with their values and missions.
One of the main ways Tena works with investors is by building a personalized Impact Policy for their investment portfolio.
You can learn more about her service offering through the official website:
www.HonestlyInvested.com
Get in touch with Tena through Facebook @HonestlyInvested or email: tena@honestlyinvested.com
Catherine Philogène, CIM, RIPC
Catherine has over 20 years of experience in the investment funds industry and as VP, Product Management, ESG Funds at RBC Global Asset Management (RBC GAM), leads the execution of product-related initiatives. She works closely with various teams at RBC GAM to drive the adoption of responsible investment within the Individual Investor business through education and communication.
In 2009, Catherine joined RBC GAM as a Portfolio Specialist and during her nine-year tenure in the Investment Products Advisory Group covered fixed income, quantitative and ESG strategies. Prior to that she spent seven years at Phillips, Hager & North in their direct-to-investor business.
Catherine has a Master of Music from the New England Conservatory of Music and Bachelor of Music from the University of Ottawa. She holds the Canadian Investment Manager (CIM) designation as well as the Responsible Investment Professional Certification (RIPC).
Tim Nash
Tim is a fee-for-service CFP® that specializes in sustainable investments.
He’s not an adviser or money manager, instead he’s an investment coach that teaches clients how to invest their own money using an online broker.
Tim is the recipient of 2020’s RIA Award for Individual Leadership.
Edgar Hielema
Edgar acts as lead counsel in multifaceted Canadian and international transactions across a variety of industries, including energy and infrastructure, technology, financial services, manufacturing, real estate and automotive. Edgar has extensive experience in all aspects of corporate governance for businesses, non-profits and charities, including acting as corporate secretary and legal counsel to boards of directors, dealing with board protocols, and crafting and implementing executive compensation plans and agreements.
Edgar focuses on building long-term relationships with his clients by understanding their concerns, and giving practical and focused advice in a consistent and timely manner.
Edgar has extensive experience sitting on and advising boards. He currently sits on the board of a specialty insurance firm, as well as a software company in the human services industry, and a Canadian subsidiary of an electronic gaming company. Edgar acted as counsel and corporate secretary to a public company board for 8 years. Edgar sat on the local board of Oikocredit for 16 years, including as Chair for 7 years. Oikocredit is a worldwide co-operative and social investor with over €1 billion in total assets, which invests in the microfinance sector, fair trade organizations, co-operatives, and small to medium sized enterprises.