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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 Workplan Priorities 2010-2012 (approved by the SIO Board on November 25, 2009)

Building Understanding │Fostering Growth : SIO Annual Report 2009

Améliorer la compréhension │Favoriser la croissance : Rapport annuel 2009 de l'AIR

 

SIO Staff

Eugene Ellmen, Executive Director

Andrika Boshyk, Assistant Director

Sarah Thomson, Membership and Communications Coordinator

 

SIO Directors

Elisabeth Bouqui, Principal, Head of Responsible Investment, Mercer, Montreal

Cheryl Crowe, SRI Specialist, Assiniboine Credit Union, Winnipeg (President)

Rachel Davies, CFA, Investment Analyst, Acuity Investment Management Inc., Toronto

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 (Treasurer)

John Kearns, CEO, Northwest & Ethical Investments L.P., Toronto

Heather Lang, Director of Research Products, Jantzi-Sustainalytics, Toronto

Doug McGee, Vice President, Financial Advisory Services, Alterna Savings, Toronto

Debra Sisti, Vice President, Canadian Research, RiskMetrics Group, Toronto

Gail Taylor, Vice President, Investment Advisor, CIBC Wood Gundy, Edmonton

Stephen Whipp, Certified Financial Planner, Manulife Securities, Victoria

Don Wilson, Financial Security Advisor, Freedom 55 Financial, Toronto (Vice-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.