My career began over 30 years ago on the bond desk of a major dealer, and over time, I eventually made my way to pension services at another firm. Almost 20 years ago, I joined TD Asset Management and eventually led a team of Investment Specialists. In 2003 and 2004, TD gave me leave to serve with the Canadian Army in Afghanistan (I was a Major in the active Army Reserve, and finished with 42 years of service in Canada and many parts of the world). After service in Afghanistan, I came back to TD and made my way back to the role of Investment Advisor, which I thoroughly enjoy!
In addition to my various financial designations, I hold a degree in Latin American Studies with a concentration in Developmental Economics (B.A.) from University of Toronto, and a Master of Laws (LL.M.) in Commercial Law – litigation, which I earned in England. I have also graduated from U of T with programmes in Business, Human Resources Management, and Alternate Dispute Resolution, and from the United Nations OCHA programme conducted in Buenos Aires by the UN. My ongoing involvement in the University of Toronto has included serving on Governing Council, where I was the Vice-Chair of the University Affairs Board, and Chaired the Boundless Campaign for Woodsworth College. I also served for many years in the role of Board Member and Treasurer for Academics Without Borders, St. John Ambulance Council For Ontario and have been involved in the governance of many other organizations.
My name is Sue Evel and I own Edgewater Financial Products. I have been in the insurance and investment industry since graduating from university in 1990. The experience I have allows me to offer my personal and business clients solutions that are custom fit to their particular situation. Everyone’s moral compass, risk tolerance, passions, hopes, fears and socioeconomic position are different and each needs to be considered when setting a plan of action into motion. I prefer to take a holistic approach, creating a comprehensive financial plan that considers all facets of the financial planning process.
Valuing education, I have obtained the designations of Certified Financial Planner CFP®, Chartered Life Underwriter CLU and most recently, Responsible Investment Specialist RIS.
I am licensed as a life and health insurance agent in Ontario and Alberta.
I offer a boutique, personal service where I can dedicate my time to each of my clients and refer as needed to professionals I network with, who are established experts in their fields (lawyers/accountants).
The environment is a concern for me along with social and corporate governance issues. I am excited to offer my clients the opportunity to invest in socially responsible funds where they can feel good about the companies they are investing in without sacrificing potential growth.
I believe in giving back and enjoy volunteering at numerous community events. I work hard to find a balance in my life and enjoy working, spending time with friends and family, reading, yoga and running.
Coro Strandberg is a thought leader and advisor on embedding sustainability into the marketplace. She specializes in corporate sustainability, sustainability governance, social finance, banking and insurance and socially responsible investment. She has 25-years experience in this work from her days as director and Chair of Vancity Credit Union, which created the first SRI fund in Canada shortly before Coro joined the Board. She was a founding trustee of Ethical Funds Inc., Canada’s most comprehensive family of socially responsible mutual funds.
Clients hire Coro for advice on sustainable and impact investment strategies and social finance and social insurance business models. Community Foundations of Canada, for example, hired Coro to help them launch their responsible investment education and engagement program for community foundations. She authored much of the original Canadian research on impact investing, socially responsible investment, and sustainability governance which she posts on her website along with her other social finance publications.
Coro was a member of Canada’s National Advisory Board to the Social Impact Investment Taskforce established by the G8. Currently she is an advisory panel member to the Office of the Auditor General’s Sustainable Development Commissioner and on the board of BC Lotteries Corporation.
Coro was recognized as the top CSR consultant by Canada’s Clean50 in 2015 for her impact.
Tena Rieck is a certified Responsible Investment Professional and a private consultant for responsible investment strategies.
Through her consultancy, Honestly Invested, Tena works with retail investors, NGOs, and foundations who want to ensure their investments are aligned with their values and missions.
One of the main ways Tena works with investors is by building a personalized Impact Policy for their investment portfolio.
You can learn more about her service offering through the official website:
www.HonestlyInvested.com
Get in touch with Tena through Facebook @HonestlyInvested or email: tena@honestlyinvested.com
Catherine has over 20 years of experience in the investment funds industry and as VP, Product Management, ESG Funds at RBC Global Asset Management (RBC GAM), leads the execution of product-related initiatives. She works closely with various teams at RBC GAM to drive the adoption of responsible investment within the Individual Investor business through education and communication.
In 2009, Catherine joined RBC GAM as a Portfolio Specialist and during her nine-year tenure in the Investment Products Advisory Group covered fixed income, quantitative and ESG strategies. Prior to that she spent seven years at Phillips, Hager & North in their direct-to-investor business.
Catherine has a Master of Music from the New England Conservatory of Music and Bachelor of Music from the University of Ottawa. She holds the Canadian Investment Manager (CIM) designation as well as the Responsible Investment Professional Certification (RIPC).
Dr. Hebb researches and teaches in the field of Responsible Investment, Impact Investment and Impact Measurement. She is an academic specialist in these areas and provides advice, expertise, and consulting services. She works with Ceres in Canada. She serves on a number of boards and investment committees. She regularly undertakes commissioned research for her clients. Dr Hebb is a frequent keynote speaker and the author of several books on responsible investment. Please feel free to contact me should you require any of these services.
HSBC is one of the world’s largest banking and financial services organisations. We serve more than 38 million customers through four global businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. Our network covers 66 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America.
KBI Global Investors is a specialist equity boutique, managing assets on behalf of institutional investors in Canada, USA, UK, Europe and Asia.
Our suite of Global Equity Strategies demonstrate high levels of Quality, better Valuation and strong Governance and ESG credentials. Our objective is to improve the consistency of return for our clients and reduce their exposure to risk. Our investment team manages:
*Global Developed Equity Strategy
*Global Emerging Market Equity Strategy
*Global ACWI Equity Strategy
Our suite of natural resource strategies are underpinned by long-term trends around the world’s changing demographic profile, the scarcity of l natural resources, and the sustained pressure for lower carbon economies. Our investment team manages:
*Global Water Strategy
*Global Clean Energy Strategy
*Global Agribusiness Strategy
*Global Resource Solutions (listed natural resources) Strategy
*Global Sustainable Infrastructure (listed infrastructure) Strategy
With responsible investing integrated across our entire suite of strategies, the firm is also a signatory to the PRI since 2007, as well as participating in several other responsible investment industry organisations and initiatives. Internally we have robust ESG controls, policies and processes in place that govern our activities.
Janne Duncan is a senior partner at Norton Rose Fulbright Canada LLP, part of the global firm Norton Rose Fulbright with 4000 lawyers across Canada, the United States, Europe, Latin America, Asia Pacific, Africa, the Middle East and Central Asia.
Janne has more than 25 years of experience as a business lawyer advising public and private enterprises and their boards on often sensitive mandates. In addition to her more traditional securities law practice involving transactions, corporate finance, IPOs and commercial agreements, she helps clients design new business models that navigate complex legal and regulatory environments, and proactively mitigate risk by implementing governance strategies and best practices in the areas of take-over bid defenses, executive compensation, corporate social responsibility, business ethics and anti-corruption, human rights, supply chain management, stakeholder engagement and public disclosure. Supported by the firm’s global platform, she has worked extensively for financial institutions and for mining and agri- business companies operating in Canada and globally.
Janne is on the firm’s pro bono committee and serves as legal advisor to many leading not-for- profit Canadian arts and human rights organizations including PEN Canada (where she served on the board member for 6 years), Institute for Canadian Citizenship, Necessary Angel Theatre Company (board member) and Art Canada Institute. Janne is very involved in women’s initiatives in the mining space, including the 30% Club Canada where she chairs the steering committee responsible for the extractive sector, and Women in Mining Toronto Branch. She speaks and teaches widely in the areas of mining, governance, executive compensation, corporate social responsibility and disclosure best practices, and co-leads the Women in Line for Leadership board-readiness program for women in the extractive sector co-sponsored by Norton Rose Fulbright Canada and KPMG.
Karim is a Portfolio Manager at Odlum Brown Limited. Karim works in a team alongside Vice President, Director, and Portfolio Manager Ian Robertson. They offer responsible investment portfolio management services to high net worth clients, integrating environmental, social and governance (ESG) considerations into portfolio construction and into the voting of clients’ proxies. Karim’s role focuses on providing value-added services with a focus on financial and tax planning.
Community service is also important to Karim. He has volunteered at Junior Achievement BC since 2015, educating young people about business.