Investing for a sustainable future, to me (and hopefully you), means allocating investment capital to those organizations that look to maximize both their economic, social and environmental performance. As a leader in responsible and impact investing here in Canada, I help build and manage investment portfolios that will align your financial objectives with your unique values.
I am currently helping my clients implement the following strategies into their investment portfolios:
Environmental, Social and Governance (ESG) Risk Monitoring:
With this approach, we remove companies with significant environmental, social, and governance risk attributes. Further, we act as active shareholders and engage with companies on ESG issues and vote on proxies too. The objective is to reduce those risks not necessarily reflected in a companies financial statements or annual reports.
With this approach, we remove those companies or industries that are not aligned with your values, or mission.
With this approach, we identify companies that are generating both a financial and environmental/social return.
Contact me today to learn how you too can invest for a sustainable future.