Service Providers

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Below is a directory of RIA Members providing services to the RI industry, including research firms, consultants, proxy services, stock exchanges and more. Feel free to contact RIA Member firms directly, or contact us if you have any questions: [email protected].

wdt_IDNameCompanyContact InformationLogo
1 Aequitas NEO Exchange About:

The NEO Exchange is a new Canadian stock exchange using a bold new blueprint that puts investors, businesses looking to raise capital and dealers first. Launched in March 2015, it offers an innovative trading venue and a value added listing venue for capital raising companies and investment products.  NEO Connect is Canada’s new fund distribution platform.

Aequitas NEO Exchange is an Associate Member of the Responsible Investment Association.
Main Contact:

General Information: Email or +1-416-933-5900.

Aequitas NEO Exchange
2 Bloomberg About:

Bloomberg products and services connect professionals who need real-time data, news and analytics to make smarter, faster, and more informed business decisions.

Bloomberg is an Associate Member of the Responsible Investment Association.
Main Contact:

Kyle Schneider, Account Management, Bloomberg: Email or +1-212-617-4561.

3 Groupe Investissement Responsable Inc. About:

Groupe Investissement Responsable Inc. (GIR) guides its clients through the environmental, social and corporate-governance issues that affect public companies. It also offers a wide array of services including proxy-voting services, research and business consulting.

GIR is an Associate Member of the Responsible Investment Association.
Main Contact:

Olivier Gamache, President & CEO, GIR: Email.

Groupe Investissement Responsable Inc.
4 HighView Financial Group About:

HighView Financial designs, implements, and manages tailored investment portfolios for affluent Canadian families and foundations. Their outsourced Chief Investment Officer (CIO) process ensures clients assets are sustainable over the long term. Their sustainability process is built upon objectivity, transparency, customization, and collaboration.

HighView Financial is an Associate Member of the Responsible Investment Association.
Main Contact:

Loren Francis, Stewardship Counsellor & Principal, HighView Financial: Email.

HighView Financial Group
5 ISS Governance About:

Institutional Shareholder Services Inc. (ISS) is the world’s leading provider of corporate governance and responsible investment (RI) solutions for asset owners, asset managers, hedge funds, and asset service providers. ISS’ solutions include: objective governance research and recommendations; RI data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management; and reliable global governance data and modeling tools.

ISS is an Associate Member of the Responsible Investment Association.
Main Contact:

Julie Scott, VP, ISS: Email or +1-416-649-0552.

ISS Governance
7 MSCI About:

MSCI is an independent provider of research-driven insights and tools for institutional investors.  Their broad product line supports clients’ needs across all major asset classes and provides them with a consistent way of looking at risk and performance from front to middle office. 

MSCI is an Associate Member of the Responsible Investment Association.
Main Contact:

Paula Glick, VP, Institutional Sales & Business Development, MSCI: Email.

8 SHARE About:

SHARE is a Canadian leader in responsible investment services, research and education. They work with a growing network of institutional investors helping them to become active owners and develop and implement responsible investment policies and practices.

SHARE is an Associate Member of the Responsible Investment Association.
Main Contact:

General Information: +1-604-408-2456.

9 Sustainalytics About:

Sustainalytics supports investors with the development and implementation of responsible investment strategies. Sustainalytics’ research is used by investors to integrate environmental, social and governance factors into their investment processes.

Sustainalytics is an Associate Member of the Responsible Investment Association.
Main Contact:

Max Zehrt, Director, Institutional Relations, Sustainalytics: Email or +1-647-317-3671.

10 Vigeo Eiris About:

Vigeo Eiris has established itself as the leading European expert in the assessment of companies and organizations with regard to their practices and performance on environmental, social and governance (“ESG”) issues.

Vigeo Eiris is an Associate Member of the Responsible Investment Association.
Main Contact:

Anne Quintal, Responsible for Canadian Market, Vigeo Eiris: Email or +1-514-214-9339.

Vigeo Eiris
11 Purpose Capital About:
Purpose Capital is an impact investment advisory firm that mobilizes all forms of capital to accelerate social progress. We offer investors, foundations, and financial institutions a leading source of independent insights, market intelligence, and strategies to leverage their investment and philanthropic portfolios for social change and responsible financial stewardship.
Main Contact:
Ammara Niyaz, Senior Consultant, Purpose Capital:

Purpose Capital

Individual Consultants

wdt_IDConsultantServicesContact Information
1 Lorraine Becker, Director, CR Communications
    Services provided:

  • Solutions to business and environmental challenges.
Email or 1+403-804-4177.
2 James Clark, President, Dunhelm Consulting Inc.
    Services provided:

  • Strategic and related consulting services to assist asset owners and asset managers.
Email or +1-905-849-4385.
3 Milla Craig, Principal, Millani Perspectives
    Services provided:

  • Consulting around ESG integration into the investment research and selection processes for asset owners, asset managers and publicly listed companies.
Email or +1-514-531-2183.
4 Julie Desjardins, President, Desjardins & Associates Consulting Inc.
    Services provided:

  • Consulting in the area of performance measurement and business reporting.
5 John DeYoe, Senior Consultant, RWDI
    Services provided:

    Consulting engineering firm around:
  • Building and structures;
  • Environmental.
Email or +1-519-823-1311 x 2258.
6 Catherine Gordon, President, SimpleLogic Inc.
    Services provided:

  • Consulting;
  • Governance and shareholder communications;
  • Business communications;
  • Case studies.
Email or +1-416-203-8651.
7 Katharine Partridge, President, Stakeholder Research Associates Canada Inc.
    Services provided:

  • Strategy formulation &
    organizational change;
  • Leadership development;
  • Stakeholder engagement;
  • Communicating progress.
Email or +1-905-372-4694.
8 Ryan Pollice, Investment Consultant, Responsible Investment, Mercer (Canada) Limited
    Services provided:

  • Consulting for clients with an interest in RI and ESG incorporation in their investment decisions;
  • Advise pension plans, endowments and foundations across a range of investment issues including investment strategy, manager selection and monitoring.
Email or +1-416-460-9022.
9 Brenda Plant, Partner/Consultant, Ellio inc.
    Services provided:

  • Strategic accompaniment to purpose-driven investors and investors looking to find economic, environmental and social investment opportunities;
  • Independent training on sustainable, responsible and impact investing for invest advisors looking to better meet their client needs;
  • Webinars and training to individual investors feeling overwhelmed by a world they know little about and disillusioned by what the industry seems to be claiming as responsible/sustainable.
10 Karim Harji, Co-Founder & Director, Purpose Capital
    Services provided:

  • Advises a range of asset owners and asset managers – including foundations, financial institutions, family offices and social finance intermediaries – to design, implement and evaluate impact investment strategies.

Our Sustaining Members

Addenda Capital
Thomson Reuters

IA Clarington

Associate Members

Duca Credit Union
CIBC Mellon
FTSE Russell
Libro Credit Union
First Calgary Financial
State Street Global Advisors
Mackie Research
Investors Group
Mackenzie Investments
HighView Financial Group
CI Investments
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.
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
Global Alpha Capital Management
Vancity Credit Union
Servus Credit Union
Groupe Investissement Responsable
Guardian Ethical Management
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management

Supporting Members

Stewart Investors
Greenchip Financial
RE Royalties
Purpose Capital
Evolve ETFs
Etho Capital
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group | Canaccord Genuity
The Wooding Group
Blue Heron Advisory Group