Answering your biggest ESG questions

Tuesday, May 10, 2022 at 1:00 PM (ET)

Watch now and earn CE credits

The past six months have seen a flurry of activity in the ESG space, making it challenging to keep up, even for experts. We address financial advisors’ most pressing ESG questions so you can be better equipped to advise your clients, understand their needs and choose the right investments.

In this virtual roundtable, that aired live on Tuesday, May 10 at 1:00 pm ET, hosted by Advisor’s Edge and Investment Executive, panelists discuss greenwashing, regulatory changes, client questions, due diligence, and the opportunities and risks of ESG.

Moderated by:

Mary Robinson, Director of Research & Membership, RIA

Presented by:

Terry Dimock, Head Portfolio Manager, National Bank Investments
Christine Tan, Portfolio Manager, SLGI Asset Management Inc. (Sun Life Global Investments)
David Ung, Senior ESG Analyst, Manulife Investment Management
June Zimmer, Vice President, ESG Advisory, NEI Investments and Aviso Wealth

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, May 10 at 1:00 pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner.

If you attended the live webinar on Tuesday, May 10 at 1:00 pm ET, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact

About the moderator

Mary Robinson is Director of Research, Policy & Collaboration with the RIA. In this role, Mary promotes awareness of responsible investment in Canada through research and analysis, advocates for policies that support responsible investment, and facilitates collaboration among the RIA’s membership. Mary is a CFA® charter holder with more than 20 years of experience working with institutional investors, including pension funds, endowments and foundations, in consulting and relationship management roles. Mary believes that incorporating ESG factors in investment decision-making is consistent with the goal of achieving positive financial outcomes for the long term.

About the speakers

With more than 20 years of experience within the investment industry, Terry Dimock currently holds the position of Head Portfolio Manager at National Bank Investments.  With the help of his team, his responsibilities include effective oversight of asset allocation and portfolio manager selection for all of NBI investment funds and managed product solutions; such as NBI Private Wealth Management, NBI Portfolios, and Meritage Portfolios.

Christine Tan is Assistant Vice President, Portfolio Management at Sun Life Global Investments. Christine joined Sun Life Global Investments in 2018, bringing expertise in emerging markets.  She is member of the tactical asset allocation team for the Sun Life Granite Managed Solutions and Sun Life Milestone Funds with a focus on emerging markets. She also provides oversight of the emerging market equity and fixed income funds. Prior to joining Sun Life Global Investments, Christine was Chief Investment Officer and Senior Portfolio Manager at Excel Investment Counsel Inc.

David Ung, B.A.A., MSc. is an ESG analyst on Manulife Investment Management’s global ESG team, where he is responsible for ESG integration and stewardship initiatives to support Canadian portfolio management teams. Prior to joining Manulife Investment Management, David worked in the financial sector for over seven years and has been particularly involved in the responsible investment industry for the past six years as an ESG consultant for Millani, the HEC Montreal Pension Plan and Vigeo Eiris.

June leads NEI’s ESG advisory work, connecting the ESG team with its investor and advisor communities. She holds multiple academic designations including a PhD from the University of Regina, and the Sustainable Investment Professional certification from Concordia University. June leads a steering committee for Women in Capital Markets, and is a passionate advocate for women in finance.