Making investment choices that drive sustainable, long-term financial returns and have a positive impact on the world we live in.

We build personalized investment portfolios for organizations and individuals who understand that companies who do well on environmental, social and governance (ESG) factors tend to also do well financially. Doing good and doing well are not mutually exclusive.

The approaches that we take to responsible investing include the following:

ESG Screening through Sustainalytics, an independent research firm that evaluates the ESG performance of securities

Negative Screening ex: Gambling, Tobacco, Weapons

Active engagement and Impact Investing through managers with corresponding mandates

Simply put, we believe that responsible investing is better investing. For further explanation on the various types of responsible investing, click here.

Interested in incorporating responsible investing in your portfolio?

Click here to start the conversation.

Dan embraces responsible investing for its ability to deepen conversations and relationships while enhancing the long-term, sustainable performance of portfolios.

We write about Responsible Investing a lot - check out some of our latest posts here:

Climate Risk is Investment Risk

RI Week 2019

Dreaming Big for 2030

Would you buy shares in an immigration detention centre?

Responsible Investing and Sustainable Finance

Our pension funds are world leaders in responsible investing

Celebrating Earth Day with Responsible Investing

Using a manager to invest responsibly? Here is what to look for

Divesting a Dalhousie University

Responsible Investing

Investing for Social Change