Certifications in Responsible Investment: Responsible Investment Professional Certification (RIPC)
Sandy Rose, CFA
ABOUT ME
My singular focus is to connect investor expectations and corporate practices to create aligned capital flows for the
long-term. My lens is sustainability and reputational risk. Your strategy is my bright line.
I believe in the power of capital markets to change things when they set their intentions and have the tools to do it.
I provide tools to activate those intentions.
With a background in investments, sustainability, and real estate, I’m uniquely positioned to understand the impact that
capital markets can have and the delicate balance of pushing forward within the prevailing context of short-termism.
WHY PARTNER WITH ME?
• For me, it’s personal: I carefully design each mandate to capture your needs and ambitions. I am your dedicated partner from start to finish.
• Grow your competence: My analytical approach means no black boxes. My goal is for you to internalize this work and stand tall on your own.
• No fluff: I provide deliverables that are actionable and reflect your context. I won’t spend your budget on ‘nice-to-haves’ (unless you want them!).
JENNIFER BANKS
Mohamed Jelassi
We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.
We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.
More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life
Philip Picado
Alexandre Ouellet-Gendron
Created by and for professionals, Professionals’ Financial is fully dedicated to responding to its clients’ wealth management needs, offering innovative and customized solutions, while maintaining the highest standards of competence, integrity and corporate governance.