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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