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 and the Catherine Donnelly Foundation..
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
Full service advisory business supporting life’s changes and providing guidance with personal and business planning strategies.
Following an educational approach to managed money and focusing on how the different investment styles and disciplines complement each other to reduce risk, allows you to stay fully invested when you need to be.
Rick Morson has been an Investment Advisor on Vancouver Island for over 30 years. He has been proud to call the Comox Valley home for the past 22 years. Rick believes in contributing both personally and professionally to the remarkable Comox Valley.
As an Investment Advisor, Portfolio Manager Rick specializes in income oriented investments and has a diverse portfolio of private and public-sector clients. He takes an educational approach to advising his investors and clients. Over three decades of experience has taught Rick that the most successful investors are those who participate in the process and take advantage of learning opportunities.
As Rick designs a plan based on your values, he also applies those principles to your investments by offering responsible investment options. Responsible investment is the integration of environmental sustainability, social responsibility and corporate governance factors (ESG) into the selection and management of portfolios. It’s about managing risk to long-term shareholder and stakeholder value by analyzing ESG factors alongside of traditional financial ratios and research.
Rick believes responsible investments will allow his clients to leave a greater legacy for their children and grandchildren. It also provides him, in his role as your Investment Advisor, an opportunity to advise, educate, and leave the world a better place.
I am a Responsible Investing Specialist and Advisor at IG Wealth Management. We offer holistic financial planning and a full range of services including investing, insurance and loans. We specialize in serving professionals and family-owned businesses right across Ontario. IG Wealth Management actively supports responsible investing mandates in all of its investment mandates.
360 Private Wealth Management, in partnership with Manulife Securities Inc. and Manulife Securities Investment Services Inc., is an independent financial life planning and wealth management firm, based in Winnipeg, Manitoba Canada. We are a group of like-minded financial advisors, backed by an experienced support team. Working with allied tax and legal professionals and our partners, including Manulife Securities, we provide financial life planning and wealth management services to a wide range of individuals, families and businesses.
Using our proprietary Natural Wealth® Process, working in tandem with our clients’ tax and legal specialists and, where appropriate, our own allied tax and legal specialists, we develop action-oriented financial life plans and construct investment portfolios and insurance programs to help each of our clients realize their unique life vision.
Our driving purpose in all that we do is to help each of our client households build lifetime financial well-being and the wealth they need to realize their unique life vision.
I believe that successful investing is more than just a numbers game. As a leader in both the non-profit and business sectors, I have learnt that building and growing a sustainable enterprise requires the integration of financial & economic considerations with environmental, social and governance (ESG) issues.
My investment career began over 25 years ago after a diverse background of farming, forestry and soldiering. I have worked with boutique investment dealers, a major Canadian bank owned dealer and a Global Investment Bank. I am currently a Managing Director & Portfolio Manager of a multi-family office and Investment Counsel. Previously I have served as a branch manager and associate director responsible for teams of advisors which added to my broad career experience and skills. Nevertheless, the well-being of my clients is, and always will be, my primary focus.
All of my clients benefit from a systematic process that allows me to assess their needs and build a plan that will guide them to their goals. In doing this I take into account their personal values that may affect their investment choices. The investment process is no less rigorous and integrates financial analysis with ESG considerations.
I hold the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations from the Canadian Securities Institute. I have also earned the Responsible Investment Specialist (RIS) and Responsible Investment Advisor Certification (RIAC) from the Responsible Investment Association and PRI Academy.
Work aside, my community volunteering keeps me active as chair/director (current & past) of a number of Greater Victoria organizations including Camosun College, Garth Homer Society, Duke of Edinburgh Awards Society, the Saltspring Island Advisory Planning Commission (Islands Trust), and Greater Victoria Public Library. I am also a Rotary Club member.
With over 30 years of portfolio management experience, Paul provides expert wealth planning and investment solutions to a variety of clients. Paul is committed to helping clients satisfy their most sophisticated investment needs by taking a personal approach; building relationships built on trust, integrity, and exceptional client service. Whether you are looking for personal wealth management for yourself, your family, or your business, you can depend on Paul to help you achieve your goals as they evolve through each stage of life.
At BJK Financial Group we believe in Matching your Values, to your Investments through Responsible Investing.
Learn more by visiting our website.
Tim Kellar prides himself on embracing a “holistic approach” to retirement planning – taking the time to fully understand every client’s individual goals, and customizing investment strategies to make those goals a reality.
As a Certified Financial Planner, Tim conforms to a strict Code of Ethics, including its guiding principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. Additional certifications even allow him to offer options including tax-efficient Labour-Sponsored Investment Funds and an array of insurance products.
The married father of two boys is also an active member of his community, serving as Treasurer of the Ajax-Pickering Board of Trade, a member of the Community Advisory Council of Ontario Power Generation, and Chairperson of the Good Shepherd Catholic School Parent Council.
It’s all about investing in the things that are important in life.