Comprehensive financial planning
Province Licensed In: Newfoundland and Labrador
Greg MacPherson
Greg is an award-winning Financial Advisor who has served clients across Canada from the small community of Woodstock, NB for the past 28 years. He is well-known for his support of social causes and the community, as well as his prudent and responsible approach to investing. His practice has grown over the years through word-of-mouth and referrals. He is a founding member of Green Economy New Brunswick. He holds the following designations: BBA,CFP,FMA,CPCA,RIAC,FCSI.
Richard Nickerson
Tim Nash
Tim is a fee-for-service CFP® that specializes in sustainable investments.
He’s not an adviser or money manager, instead he’s an investment coach that teaches clients how to invest their own money using an online broker.
Tim is the recipient of 2020’s RIA Award for Individual Leadership.
Stephen Whipp
Feeling shut down when you ask your advisor about the environmental record of companies you invest in? Been told you can’t make money investing responsibly? Uncomfortable about your hard-earned money being used to undermine the things you hold most dear?
We can help.
Responsible investing is not a sideline for Stephen Whipp Financial – it’s the only way we do business. We were early adopters and remain one of the few retail advisor teams in Canada to offer this level of dedicated knowledge and expertise.
We weigh more than short-term financial performance when assessing potential investments. We look for liabilities such as human rights violations, unethical governance or unsustainable environmental practices. These are risks to be factored into investment choices, along with the financials of a company. We look for strengths in the same areas, as we see them as indicators of a company’s long-term viability and sustainability. It’s a disciplined strategy that’s about managing your money without compromising your values.
This is activist investing with a long view. To preserve and protect the things most important to you. Not undermine them. Connecting the dots between what your money is doing and what you value for yourself, your family, the broader community and the planet.
Sucheta Rajagopal
People, Planet, Profits.
That’s what Socially Responsible Investing means to me.
For over 20 years, I have been advising clients on how to integrate environmental sustainability, social responsibility and good corporate governance (ESG) issues into their investment decisions.
A trailblazer in Canadian SRI, I am excited to be helping build capacity and community in Impact Investing.
I offer:
• a principled approach to investing
• education about money and investments
• a holistic financial planning approach including tax and retirement planning
• communication based on your preferences as to the frequency and medium (face to face meetings, video, telephone, email, etc.).
If you are looking for an accessible, jargon free advisor who is passionate about building a better world, please contact me.
Sucheta has an LL.B. from Osgoode Hall Law School. She is a graduate of the Canadian Securities Institute’s Professional Financial Planning Program, a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI) and a Certified Financial Planner (CFP). Sucheta has also earned Canada’s Responsible Investment Advisor Certification (RIAC).
She is a past President of the Board of the Responsible Investment Association’s predecessor, the Social Investment Organization, and has also volunteered on the Boards of East End Community Health Centre, Straight Goods and Planet in Focus She is currently honoured to be on the board of the Catherine Donnelly Foundation..
Josh Quinton
Josh joined CIBC Wood Gundy in 2017 after 10 years of institutional investment management experience with Bloomberg in New York City. Josh is an award-winning global business manager, building analytics to bring transparency to the financial markets and advising some of the largest money managers in the world, including corporations, pension funds, hedge funds, central banks, and heads of government.
Our team invests globally, helping professionals, families, entrepreneurs, non-profits, foundations & institutional groups protect and grow wealth by investing across the capital structure. Josh has worked to help his clients implement ESG (environmental, social and governance) investments for the United Nations Environment Finance Initiative (UNEP FI)
Josh is equally passionate about the causes he helps support. Mr. Quinton strives to serve our community financially and by volunteering his time to serve as a Director on the boards of Shorefast, Innovate NL and Grenfell Association of America.
Josh grew up in a small family business in Newfoundland and is ardent in supporting local entrepreneurship as well as promoting self-sustainability and innovation in the province. He holds a Master’s degree in International Economics from Columbia University and a Bachelor of Commerce from Memorial University of Newfoundland.
Contact Josh at 800-563-0800 or josh.quinton@cibc.com
Peggy DeVries
Certified Financial Planner and full service advisor with Edward Jones since 2003.
Over 25 years in the financial services industry.
Services include:
Investment Strategies;
Retirement Planning;
Asset protection (insurance);
Estate Planning;
Responsible Investing Options utilizing Environmental, Social and Corporate Governance (ESG) standards.