Membership Benefits

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The Responsible Investment Association (RIA) is Canada’s membership association for Responsible Investment (RI). We welcome new members who practice and support responsible investing. RIA Membership helps to support the growth of responsible investment in Canada, and provides many benefits to you and your organization. Follow the links below to find the appropriate RIA Membership for you.

RIA Sustaining Membership is our top level of membership for RI industry leaders

RIA Sustaining Membership is our top level of membership, distinguishing financial institutions, asset managers, mutual funds, research firms and others as premier organizations in Canada’s RI industry. Sustaining Members help to shape the development of the RI agenda in Canada and differentiate themselves as industry leaders. Click here to view RIA Sustaining Members.

The contribution of Sustaining Members is critical in providing intellectual leadership and a stable, long-term funding base for the operations of the RIA. Sustaining Member contributions are used to directly fund the operating requirements of the organization. In return for their substantial contribution to the organization, the RIA delivers high-value services to position Sustaining Members at the forefront of responsible investing in Canada: 

Industry Leadership
  • Shape the development of the RI industry with a guaranteed seat on the RIA Board of Directors.
  • Opportunity to further enhance organizational influence through participation in RIA committees.
  • Invitation to participate in annual Sustaining Member meetings to consider the strategic position of the industry.
  • Profiling of organizational “making a difference” stories in the RIA’s Fact Sheets for Investors.
  • Opportunity to contribute thought leadership pieces, published on the RIA blog.
Branding, Marketing, and Business Development
  • Prominent Logo recognition on all pages of the RIA website.
  • The right to use the RIA Member logo.
  • Right to name related business units as Associate Members at no additional cost.
  • Listing in the RIA’s print and online directory of RI product and service providers. 
  • Significant discount on sponsorship of the annual RIA Conference and RIA Foundation and Endowment Forum – Canada’s premier events on responsible investing.
  • Organizational job vacancies published on the RIA website.
  • Posting of organizational events on the RIA website.
  • Social media support via @RIACanada.
Networking, Education and Market Intelligence
  • Networking opportunities with investment managers, asset owners, consultants, advisors & other RI industry professionals at RIA events and conferences.
  • Invitation to participate in RI Working Groups.  
  • Discount on PRI Academy courses, which provide leading edge global RI training.
  • Discounts on the Canadian RI Fundamentals course. 
  • Certification and professional designations for staff who successfully complete educational requirements.
  • Call upon RIA staff for consultations, speaking engagements, in-house RI training and introductions to other RIA Members.
  • Participation in the RIA Network listserv – a tool for RIA Members to share news & ideas.
  • Additional benefits listed in the benefits package below.

 

 
 
 
 
RIA Sustaining Membership is $ 15,000 annually

If you would like to discuss RIA Sustaining Membership, please contact Dustyn Lanz, RIA Senior Director of Communications and Member Affairs: [email protected]

Download the Sustaining Member Benefits Package (PDF) 

RIA Associate Membership gives your organization prominent recognition in the RI industry

Associate Membership is our standard corporate-level membership for financial institutions, mutual fund companies, investment managers, research firms, credit unions & companies who support RI. Click here to view RIA Associate Members. RIA Associate Members project an image of leadership to industry stakeholders, and receive the following benefits:

Industry Leadership
  • Opportunity to enhance organizational influence through participation in RIA board and committees.
  • Profiling of organizational “making a difference” stories in the RIA’s Fact Sheets for Investors.
  • Opportunity to contribute thought leadership pieces, published on the RIA blog.
Branding, Marketing, and Business Development
  • Prominent Logo recognition on the RIA website.
  • The right to use the RIA Member logo.
  • Listing in the RIA’s print and online directory of RI product and service providers. 
  • Significant discount on sponsorship of the annual RIA Conference and RIA Foundation and Endowment Forum – Canada’s premier events on responsible investing.
  • Organizational job vacancies published on the RIA website.
  • Posting of organizational events on the RIA website.
  • Social media support via @RIACanada.
Networking, Education and Market Intelligence
  • Networking opportunities with investment managers, asset owners, consultants, advisors & other RI industry professionals at RIA events and conferences.
  • Invitation to participate in RI Working Groups.  
  • Discount on PRI Academy courses, which provide leading edge global RI training.
  • Discounts on the Canadian RI Fundamentals course. 
  • Certification and professional designations for staff who successfully complete educational requirements.
  • Call upon RIA staff for consultations, speaking engagements, in-house RI training and introductions to other RIA Members.
  • Participation in the RIA Network listserv – a tool for RIA Members to share news & ideas.
  • Additional benefits listed in the benefits package below.
RIA Associate Membership is $ 5,500 annually

If you would like to discuss RIA Associate Membership, please contact Dustyn Lanz, RIA Senior Director of Communications and Member Affairs: [email protected]

Download Associate Member Benefits Package (PDF)

RIA Supporting Membership is for small firms and advisory teams 

RIA Supporting Membership provides small advisory teams, fund managers, RI companies and NGOs with a full range of information, networking, marketing, and branding services.

Small advisory teams, RI companies and non-profit organizations are those with 10 or fewer staff. Small fund managers are those with less than $100 million AUM. Advisory teams, companies and non-profits with more than 10 staff, and fund managers with more than $100 million AUM are candidates for Associate Membership. Click here to view RIA Supporting Members


RIA Supporting Membership includes the following benefits:

Industry Leadership
  • Opportunity to enhance organizational influence through participation in RIA board and committees.
  • Opportunity to contribute thought leadership pieces, published on the RIA blog.
  • Demonstrate commitment to RI and project an image of leadership to industry stakeholders.
Branding, Marketing, and Business Development
  • Logo recognition on the RIA website.
  • The right to use the RIA Member logo.
  • Significant discount on sponsorship of the annual RIA Conference – Canada’s premier event for RI professionals.
  • 20% discount on PRI Academy courses, which provide leading edge RI training.
  • Discount on registration and sponsorship for the annual RIA Conference.
  • Professional designations for staff who successfully complete the RI Essentials course via the PRI Academy.
  • Listing in the RIA’s Guide to RI Mutual Funds for financial advisors and investors (if applicable).
  • Organizational job vacancies published on the RIA website.
  • Posting of organizational events on the RIA website.
  • Social media support via @RIACanada.
Networking and Market Intelligence
  • Networking opportunities with investment managers, asset owners, consultants, advisors & other RI industry professionals at RIA events and conferences. 
  • Call upon RIA staff for consultations, speaking engagements, in-house RI training and introductions to other RIA Members.
  • Participation in the RIA Network listserv – a tool for RIA Members to share news & ideas.
  • Additional benefits listed in the benefits package below.
Supporting Membership is $ 2,000 annually
Download Supporting Member Benefits

Grow your business and demonstrate your commitment to RI

RIA Advisor Membership is for financial advisors and planners who practice and support responsible investment.

As a financial advisor, you will encounter clients who want investments that respect social and environmental concerns and offer competitive returns. Here are some compelling reasons to serve this client base:

Performance
  • • RI offers competitive returns
    • There are outperforming RI funds in virtually every major fund category.
RI is going mainstream in Canada
  • • One-fifth of assets under management in Canada are invested according to RI guidelines.
    • Assets under management in retail investment funds have more than doubled over the last 10 years.
    • RI retail investment funds are managed by some of Canada’s most experienced managers.
RI offers choice
  • • There are close to 100 separate RI retail funds in all major fund categories in the Canadian market and approximately 20 separate fund companies offering RI funds.
    • RI funds are guided by a range of approaches, including best-in-class stock selection, negative and positive screening, direct corporate engagement, proxy voting and themes such as cleantech and impact investing.
RI is on the investor's radar
  • • 87% of Canadian investors express interest in RI.
    • 79% of Canadians rate sustainability as a top or high priority.
    • 71% of Canadians believe that responsible companies are more likely to be profitable over the long term.
RI clients are great clients!

• 92% of RI investors are satisfied with the performance of their investments. (2011 • Ipsos Reid study on behalf of Standard Life Canada)


Some advisors have exclusive and successful RI practices, other advisors incorporate RI as part of their practice, and still others are proactively positioning themselves to be able to respond to growing client interest in RI. Whatever your current situation, it makes good business sense to be a member of the RIA.

Click here to view RIA Advisor Members

RIA Advisor Member benefits include:

  • The right to use the RIA Advisor Member logo.
  • 20% discount on PRI Academy courses, which provide leading edge RI training.
  • Discount on registration for the annual RIA Conference.
  • Professional designations upon successfully completing the RI Essentials course via the PRI Academy.
  • Listing in the RIA’s online national directory of RI Advisors in Canada. 
  • Social media support via @RIACanada.
  • Networking opportunities with current and potential clients, investment managers, asset owners, and other RIA Advisors.
  • Advisor Mentorship Program for new advisors and advisors new to RI.
  • Join quarterly RIA Advisor conference calls to learn and exchange ideas with fellow advisors.  
  • Call upon RIA staff for consultations and introductions to other RIA Members.
  • Opportunity to participate in RIA board and committees.
  • Participation in the RIA Network listserv – a communications tool for RIA Members to share news & ideas.
  • Additional benefits listed in the benefits package below.
Download the RIA Advisor Member Benefits Package (PDF) 350 annually – click here to join!
Gail Taylor

The RIA has provided me with an incredible network of like-minded individuals along with an abundance of relevant material on companies and industry trends. I am very impressed with the organization.

- Vice-President, Investment Advisor   Taylor Remy Investment Group, CIBC Wood Gundy Gail Taylor

The RIA advisor listing service has brought me several new clients, including some high net worth individuals for whom I am now the principal advisor for RI mutual fund portfolios.

-   Promutuel Capital / PEAK Financial Kenneth W. Thorpe, CFP

Professional Membership identifies you as a leading provider of RI services in Canada

Professional Membership is for sole proprietors and individual consultants, lawyers, analysts, and other individuals who practice and support responsible investing. This membership category is for individuals and is not suitable for teams, research firms, consultancies, or firms with multiple staff. 

The RIA Professional package plays an invaluable role in your client development strategy – providing practical benefits and value, yet at a fraction of what is often spent on related research and networking.

Click here to view RIA Professional Members

RIA Professional Member benefits include:

  • The right to use the RIA Member logo.
  • 20% discount on PRI Academy courses, which provide leading edge RI training.
  • Discount on registration for the annual RIA Conference.
  • Professional designations upon successfully completing the RI Essentials course via the PRI Academy.
  • Listing on the RIA website. 
  • Social media support via @RIACanada.
  • Networking opportunities with current and potential clients, investment managers, asset owners, and other RIA Professionals.
  • Call upon RIA staff for consultations and introductions to other RIA Members.
  • Opportunity to participate in RIA board and committees.
  • Stay abreast of Canadian RI news and industry updates through the RIA’s newsletters and  e-communications. 
  • Participation in the RIA Network listserv – a communications tool for RIA Members to share news & ideas.
  • Additional benefits listed in the benefits package below.
Download RIA Professional Member Benefits Package (PDF) 350 annually – click here to join!

Nonprofit Membership strengthens our collective ability to achieve our shared goal of prosperity within a sustainable framework

RIA Nonprofit Membership is for non-profit organizations who share the RI industry’s goal of achieving prosperity in a responsible way. Nonprofit members and the RIA share common goals and frequently support each other in policy and advocacy activities.

Click here to view RIA Members

RIA Nonprofit Member benefits include:

  • The right to use the RIA Member logo.
  • 20% discount on PRI Academy courses, which provide leading edge RI training.
  • Discount on registration for the annual RIA Conference.
  • Invitations to RIA Member events. 
  • Listing on the RIA website. 
  • Social media support via @RIACanada.
  • Organizational job and event postings on the RIA website. 
  • Networking opportunities.
  • Participation in the RIA Network listserv – a communications tool for RIA Members to share news & ideas.
  • RIA Newsletters and Member Updates
  • Additional benefits listed in the benefits package below.
Download RIA Nonprofit Membership Package (PDF) Register for RIA Nonprofit Membership

Pension Fund Membership enhances your organization’s ability to meet RI service expectations

The RIA’s Pension Fund Membership is for Canadian pension plans and public pension plan managers who practice and support responsible investment in Canada. 

The Pension Fund Membership package enables the pension sector in Canada to collaborate in order to enhance RI capabilities, and to meet service delivery expectations on responsible investment.

Click here to view RIA Pension Fund Members

RIA Pension Fund Member benefits include:

  • Right to use the RIA Member logo.
  • 20% discount on PRI Academy courses. 
  • Discount on registration for the annual RIA Conference. 
  • Invitations to RIA networking and educational events.
  • Participation in RIA Network listserv, a valuable communications tool for communicating with Canada’s RI community.
  • Receive RI industry news and updates in the RIA’s monthly newsletters.   
  • Social media support via @RIACanada
  • Posting of job vacancies and organizational events on the RIA website.
Pension Fund Membership is $1,000 annually

Pension Fund Membership is open to Canadian pension plans and public pension plan managers. To become a Pension Fund Member, contact the Dustyn Lanz, RIA Senior Director of Communications and Member Affairs: [email protected].  

Download the Pension Fund Member Benefits Package (PDF) 



Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

State Street Global Advisors
Mackie Research
Investors Group
Mackenzie Investments
HSBC
HighView Financial Group
CI Investments
Mirova
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Purpose Capital
Evolve Funds
SAGE Connected Investing
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower