Certifications in Responsible Investment: Responsible Investment Specialist (RIS)
Bob Gallant
Celina Shoji
Steven Deimling
Mathieu Roy
Michael Asadoorian
Peter MacIntosh
MacIntosh Financial Group is a personal financial planning firm based in British Columbia, Canada.
We serve clients on the Sunshine Coast, Vancouver and the Lower Mainland, and all over the province.
Paul Rivard
Jeffrey Greenfeld, CFP®, EPC, RIS
As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.
Tom Wile
I coach financial advisors on having the RI conversation with clients and prospects. I advise on product recommendations, deliver presentations to advisors, the general public, prospects, clients… basically anyone who will listen.