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.
Province Residing: Ontario
Brian Kettles
At BJK Financial Group we believe in Matching your Values, to your Investments through Responsible Investing.
Learn more by visiting our website.
Timothy Kellar
Tim Kellar prides himself on embracing a “holistic approach” to retirement planning – taking the time to fully understand every client’s individual goals, and customizing investment strategies to make those goals a reality.
As a Certified Financial Planner, Tim conforms to a strict Code of Ethics, including its guiding principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. Additional certifications even allow him to offer options including tax-efficient Labour-Sponsored Investment Funds and an array of insurance products.
The married father of two boys is also an active member of his community, serving as Treasurer of the Ajax-Pickering Board of Trade, a member of the Community Advisory Council of Ontario Power Generation, and Chairperson of the Good Shepherd Catholic School Parent Council.
It’s all about investing in the things that are important in life.
Betty-Anne Howard
Author of the book Making Your Dreams a Reality; Taking the Mystery out of Financial Planning and not the Magic. Award Winning, World Class Speaker, Betty-Anne has a passion for making information accessible, interesting, relevant and enjoyable.
She has been a Financial Life Planner for over twenty years and been a member of the RIA for most of those years.
Currently Betty-Anne is focussing on Philanthropic Planning, magnifying donors gifts to charities, enhancing their impact, to make as big a difference in the world as possible This is a part of her vision and values www.bettyanne.net. All of which go together nicely with her commitment to Responsible Investing.
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.
Darcy Hermary, CFP®, CLU
I grew up on a horse farm and lived in Alberta until attending the University of Western Ontario. My wife, Helen, and I now live in Caledon with our twin son and daughter. I enjoy many things in life including: humour; reading; music; food; photography; skiing; cycling; hiking; and coaching my son’s baseball team. I have a strong interest in environmental issues and social responsibility.
I began my career in financial services in 1991 and have worked to achieve designations such as: Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). I enjoy talking with members about responsible investing and charitable giving. I am able to put members at ease and bring simplicity to our conversations, especially when discussing the sometimes complex world of investments and financial planning.
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.
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.
Angela Garland, CFP®
Along with my husband, Nathan, and our three wonderful daughters, I am an active member of St. Jacobs Mennonite Church. In my spare time you’ll find me enjoying my family, and playing slo-pitch in the summer months.
I love my job! I started my career at Kindred in 2006 after graduating from the University of Manitoba. I have filled various roles and gained extensive knowledge in many areas of financial services. I value the opportunity to meet members, build long-term relationships, and work together with other staff to assist members in making knowledgeable and informed decisions about their investments and future savings. I’m motivated in my work, knowing that members place their trust in me and have given me the opportunity to share my knowledge with them as I participate in planning for their future. I always follow up with members to make sure they receive excellent service!