For the
Planet, People &
your Portfolio

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INVESTING FOR
THE GREATER GOOD

Why do we invest? That’s easy — we invest because we want to grow our money and create more for ourselves and the people we care about.

So what is Socially Responsible Investing? It’s a way to invest that not only benefits our portfolio, but the other two P’s as well — the planet and people. It’s win-win-win!

Helping the planet

Solar and wind power already supply 12% of the world’s electricity needs. By investing in renewable energy, you can help divert your dollars from harmful fossil fuels over to green energy. Let’s support the health of our planet.

Helping other people

A Canadian gold mining company operating in Central America has provided hundreds of free touchscreen tablets to kids in the local communities where they operate. Better education is a huge positive for people in remote rural areas.

Change for the better
Quite simply, when you put your money into ethical investments, you’re creating a true force for positive change.
shape a better world today!

your global
impact

WHAT WE DON’T INVEST IN

We don’t give our money to a company whose primary business causes harm to other people or the planet.

Fossil Fuel Free

You can breathe easier and rest assured knowing that your savings don’t help support the production of gas, oil, or coal.

Do No Harm

We don’t invest in areas like gambling, tobacco, or adult entertainment. Haven’t these industries done enough damage already?

Peace On Earth

The “defense industry” is a misnomer. Let’s stop handing over our earnings to companies that manufacture military armaments.

Choose a conscious path

PERFOMANCE
MATTERS, TOO!

HOW YOUR INVESTMENTS COMPARE

“OK,” you tell me. “So far, I love the idea of responsible investing. After all, I want to help make the world a better place. But doesn’t putting money into ethical investments mean that I’m sacrificing performance?”

In a word, no. Not at all. In fact, a quick gander at this chart shows that on average, socially responsible investments have performed better than their less conscientious peers.

Elevate your impact and returns

PUTTING IT ALL
TOGETHER

Risk management

Investing in companies that care about social and environmental issues isn’t just good for the world. It also helps reduce financial risks. Because these companies pay less interest on their debts, they’re more stable and profitable. Their stock prices also tend to be less volatile, making them a smart choice for investors looking for both positive impact and lower investment risks

DIVERSITY, EQUITY, AND INCLUSION

Promoting diversity isn’t just the right thing to do — it’s good for business, too! Studies show that for every 1.0% increase in diversity, a company realizes a 2.4% boost in revenue. Moreover, companies with greater gender diversity are 25% more likely to generate higher profits. Making the world more inclusive isn’t just about being fair — it means your investments do better, too.

Why work with me?

With a solid foundation in my field, I’ve demonstrated my expertise by obtaining certification from the Responsible Investment Association in 2022. As a seasoned provider of Socially Responsible Investments, I take pride in serving 51 households while continuing to expand our offerings to more and more likeminded individuals. And in my daily practice, I’m passionate about making a positive impact in the community. To date, I’ve donated more than $10,000 on behalf of charitable causes that resonate with my clients — strongly underscoring my commitment to social responsibility.

Unlock the power of conscious investing
embark on a fulfilling adventure

WHERE YOUR FINANCIAL CHOICES REFLECT THE VALUES THAT DEFINE YOU

EMBARK ON A FULFILLING ADVENTURE

WHERE YOUR FINANCIAL CHOICES REFLECT THE VALUES THAT DEFINE YOU