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Expert Thought Leadership and Market Insights for Strategic Capacity Building
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This report is based on 40 interactions with financial advisors across Canada, examining how well ESG considerations are integrated into the Know Your Client (KYC) and Know Your Product (KYP) processes. It evaluates advisors from 15 institutions of various sizes on their ability to address individual investors' sustainability priorities. The findings highlight the current state of ESG integration within the financial advisory industry. Download the report to uncover detailed insights and results from this research.

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Advancing the role of sustainability in the financial sector presents a significant operational, cultural, and strategic challenge to numerous financial institutions.


To shed light on how the financial sector is leveraging sustainability training to address this challenge, the ED4S team carried out sustainability training consultation aimed at the financial sector.


In our white paper, Biodiversity Loss: The Hidden Threat to Our Economy, ED4S takes the reader on a journey to better understand the issues of biodiversity loss and natural capital. We aim to help the reader understand the increasing risks involved in not properly valuing biodiversity.

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