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.
Proof positive that our cooperative model pays off.
Best solutions for Life Insurance, Critical Illness and Long Term Care in Canada.
Elise Keller
Brenda Potter Phelan
As an Accountant, Registered Retirement Consultant and Certified Financial Planner, I have been serving individuals, families and entrepreneurs for 20+ years by helping them manage their accounting, tax, financial and estate planning needs. As an Elder Planning Counselor, I also help clients manage transitions with an integrated blueprint that covers Lifestyle/Health and Wealth.
I work independently as a Certified Financial Planner/Advisor and am dual licensed, with a life license for insurance and a mutual fund license for managing wealth. Working independently means that I can work in the best interest of clients and not a large financial institution.
I am passionate about building long term relationships with clients; helping them to develop a personal financial plan to improve their financial wellbeing and to help clients become more informed, empowered and proactive about their financial and estate planning.
I am really excited by the growing passion clients are showing for responsible or sustainable investing. There is no question, that the obligation to build a more sustainable world has been highlighted during the pandemic. Climate change, diversity and other ESG issues are top of mind for many of us these days who see “doing good” and sustainability as a path to building a better future for all that will bring exciting investment opportunities and a way to reduce investment risk overall.
Please feel free to reach out and connect to determine if I can be of service
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 and am licensed to sell mutual funds in Ontario.
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.
Arnaud van Dijk
KPMG Responsible Investment Services
Responsible investment is growing in popularity as asset owners look for investments that not only provide a financial return but also generate measurable benefits for the environment and society. Increasingly, investors and companies are incorporating environmental, social and governance (ESG) risks and opportunities when making investment decisions and throughout the investment life-cycle in order to allocate and protect capital effectively.
We can help you to:
• Develop or enhance your responsible investment policy and strategy to help you embed ESG considerations
• Understand your investor and stakeholder ESG requirements and benchmark against peers
• Develop policies on ESG topics, such as climate change, cybersecurity, human rights, supply chain and circularity
• Perform ESG due diligence procedures to identify key ESG risks and opportunities in deal negotiations
• Quantify impact of ESG factors in your investment portfolio
• Raise awareness and understanding of ESG requirements and trends, including director training
• Engage portfolio companies to identify and quantify their ESG risks and opportunities
• Evaluate your sustainable financing objectives and funding structures such as Green Bonds
• Enhance your communication and disclosures on responsible investment activities, including to frameworks such as the UN PRI or the FSB-TCFD recommendations
• Provide independent assurance over responsible investment reporting and disclosures
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).