About
the Social Investment Organization
Established
in 1989, the Social Investment Organization (SIO) is the national
non-profit association for the socially responsible investment
industry in Canada. It is funded primarily from
membership dues and is accountable to its membership.
SIO's Three-Year Strategic Priorities 2011-2013 (approved by the SIO Board on January 26, 2011)
Engaging Members │Building Relationships : SIO Annual Report 2010
Mobiliser les membres │Batir des relations: Rapport annuel 2010 de l'AIR a suivre sous peu
SIO
Staff
Eugene
Ellmen, Executive Director
Ian Bragg, Associate Director, Research, Policy & Institutional Services
Sarah Thomson, Associate Director, Communications, Membership & Advisor Services
SIO Directors
Brent Barrie, CEO, Seamark Asset Management, Halifax
Elisabeth Bouqui, Principal, Head of Responsible Investment, Mercer, Montreal
Cheryl Crowe, SRI Specialist, Assiniboine Credit Union, Winnipeg
Rachel Davies, CFA, Associate Portfolio Manager, Acuity Investment Management Inc., Toronto (Treasurer)
Patti Dolan, Financial Advisor, Raymond James Ltd., Calgary
Dermot Foley, Strategic Analyst, Vancity Investment Management, Vancouver
Gary Godard, Senior Vice President, Senior Investment Advisor, Wellington West Capital Inc., Calgary
Colette Harvey, Responsible Investment Consultant, Caisse d'économie solidaire Desjardins, Quebec City
Gary Hawton, CEO, Meritas Mutual Funds, Kitchener (Vice-President)
Tessa Hebb, Director, Carleton University Centre for Community Innovation & Chair, Hebb, Knight and Assoc., Ottawa
John Kearns, CEO, Northwest & Ethical Investments L.P., Toronto
Heather Lang, Director of Research Products, Jantzi-Sustainalytics, Toronto
Betsy Martin, Senior Advisor, Community Foundations of Canada, Montreal
Doug McGee, Vice President, Financial Advisory Services, Alterna Savings, Toronto
Laura O'Neill, Director of Law and Policy, Shareholder Association for Research and Education (SHARE), Vancouver
Debra Sisti, Vice President, Canadian Research, RiskMetrics Group, Toronto
Gail Taylor, Vice President, Investment Advisor, CIBC Wood Gundy, Edmonton (Secretary)
Stephen Whipp, Certified Financial Planner, Manulife Securities, Victoria
Don Wilson, Financial Security Advisor, Freedom 55 Financial, Toronto (President)
SIO Mandate
- To
take a leadership role in furthering the use of social and
environmental criteria within the investment community in
Canada.
- To
raise public awareness of socially responsible investment
- To
establish the case for environmental/social analysis with
other investment organizations.
- To
provide a forum and information source on socially
responsible investment for our members and the public
SIO
members believe that socially responsible investment
represents a useful investment tool to enhance returns and
reduce risk. It is
also a catalyst for positive social change.
SIO's Corporate Sponsorship Policy