RI Education Continues to Grow Rapidly in Canada

July 9th, 2019

Over 1,350 financial professionals have either earned an RI designation or are in line to earn one from the Responsible Investment Association

July 9, 2019 – Toronto – The Responsible Investment Association (RIA) is pleased to announce an educational partnership with its new member, Aviso Wealth. Through this partnership, the RIA and Aviso will provide responsible investment (RI) training to 500 financial advisors and other professionals working in Canada’s credit union system. Learners will enroll in the Responsible Investment Specialist (RIS) program, which provides education on Canada’s retail RI market. 

Following this announcement, more than 1,350 financial professionals have either earned an RI designation or are in line to earn one from the RIA. 

“We are thrilled to collaborate with Aviso to support RI training in Canada’s credit union system,” said Dustyn Lanz, CEO of the Responsible Investment Association. “Canadian investors are increasingly interested in environmental, social and governance (ESG) issues, and they want their advisors to be knowledgeable about RI. Educational partnerships like this are going to help catalyze the next wave of growth in Canada’s retail RI market.” 

“It’s an honour to partner with the RIA on this important advisor education initiative,” says David Bullock, SVP, CU Wealth Distribution for Aviso Wealth. “We look forward to promoting greater RI expertise among advisors in our network, so they in turn can guide credit union members toward appropriate RI solutions tailored to their wealth needs.”

As the RIA announced in April, other institutions are also committing to RI education. Desjardins recently committed to putting 500 of its representatives through the RIS program, while Vancity has enrolled more than 100 of its representatives. Assiniboine, Kindred, Libro, Servus, and other credit unions are also putting their investment teams through the RIS program, as a growing number of their members are seeking to align their portfolios with their values.

In addition to the RIS program, the RIA also offers the Responsible Investment Advisor Certification (RIAC) and Responsible Investment Professional Certification (RIPC) programs, which provide training in RI activities such as integrating ESG issues into financial models.

Learn more about RI training at riacanada.ca/training-certification.

About the Responsible Investment Association 

The Responsible Investment Association (RIA) is a national membership association dedicated to advancing responsible investment (RI) in Canada. RIA members include asset management firms, financial institutions, investment advisors, service providers and asset owners such as foundations, pension funds and universities who practice and support RI. To learn more about the RIA, please visit www.riacanada.ca.

Media Enquiries 

Nick Buccheri, RIA Manager, Communications & Digital Media
Phone: (416) 461-6042 x5
Email: nick [at] riacanada.ca