A little recognition goes a long way….

I was recently asked to participate by Advisor’s Edge (an online publication for Canadian investment/wealth professionals) with two other advisors from different firms and from different parts of the country, to help Edmonton’s Jessica Park create a portfolio/plan that meets her financial objectives and aligns with her values. This was a great experience as I was able to learn how other professionals are integrating responsible investing strategies in their practice or at their firm. If interested, please have a read here

Being asked to contribute to this article was the big reward for me. I’ve been involved in responsible investing since I started in the wealth management industry, In those early days, before the launch of the various responsible investing ETFs and funds, I spent a lot of time building and refining a process, which I still incorporate today. So, to be recognized for this makes me think that I’ve been doing something right.

So, thank you to Suzanne for leading the discussion and writing the article… as well as to the individual who suggested my name for this opportunity.