Sucheta Rajagopal has been involved in Socially Responsible Investing (SRI) for over 15 years, advising clients on how to integrate environmental sustainability, social responsibility and good corporate governance metrics into their investment portfolios.
A Portfolio Manager and Certified Financial Planner, Sucheta manages one of the largest exclusively SRI books of business in Canada. Using plain English and a practical approach, Sucheta helps clients align their investments with their values.
A trailblazer in Canadian SRI, Sucheta is excited to be helping build capacity and community in Impact Investing.
She is a past President of the Board of the Responsible Investment Association, and has also volunteered on the Boards of East End Community Health Centre, Straight Goods and Planet in Focus.
Sucheta has completed these programs/earned the following qualifications:
LL.B. from Osgoode Hall Law School, York University
Canadian Securities Institute's Professional Financial Planning Program
Chartered Investment Manager (CIM)
Fellow of the Canadian Securities Institute (FCSI)
Certified Financial Planner (CFP)
Certificate in Teaching and Training Adults, George Brown College
Canada’s Responsible Investment Advisor Certification (RIAC)
Not for Profit Governance Essentials Program, Institute of Corporate Directors